Your Macro newsfeed is ruining your Macro analysis [SGIM #5]

Episode notes

Welcome to the Skeptic’s Guide to Investment Management. In each episode, we examine one industry publication through a skeptical, logical, evidence-based lens, with the help expert guests. This one is a macro special featuring Dylan Smith from ArcMacro. If you feel there’s “a lot of macro” happening these days. And that the next declaration might “change the macro landscape” . Then the chat is the perfect antidote to help you think straight and remind you that we tend to overstate the impact of political decision. Key takeaway: The macro-driven cyclical and structural processes drive political decision and news. It’s not the other way around.If you'd like to support this show please take a minute to leave a 5-star review on your favourite podcast app. Relevant links Full conversation and notes: Sign up to Investology’s free newsletter: Sign up to ArcMacro’s free newsletter: George Aliferis: Dylan Smith: SGIM is an Investology podcast series,

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