A Quattro Stagioni Portfolio

2025-04-29

Macro Therapy

0:00

26:52

Macro Therapy dissect the role of central banks, dig into inflation, and discuss where the gold price might be headed. They also uncover the investments they’re watching, and reveal the secret sauce behind a Quattro Stagioni portfolio.

Fler avsnitt från "Macro Therapy"

"Buy with both hands"
2025-05-13
21:23
The beans are spilled on uranium, and the session explores other metals. Martin shares his take on Warren Buffett and his position on the dollar.
Noise and Signals
2025-05-06
25:10
Anna and Martin break down their financial strategies, Atlas and Cygnus, and question if the US can push for both a strong and weak dollar simultaneously. Markets, Bessent, chaos, clarity. This is therapy for them, not for you.
Missa inte ett avsnitt av “Macro Therapy” och prenumerera på det i GetPodcast-appen.
A Quattro Stagioni Portfolio
2025-04-29
26:52
Macro Therapy dissect the role of central banks, dig into inflation, and discuss where the gold price might be headed. They also uncover the investments they’re watching, and reveal the secret sauce behind a Quattro Stagioni portfolio.
"An alarm clock with a mirror" with Daniel Lacalle
2025-04-22
53:28
Anna and Martin are joined by renowned investment manager and economist Daniel Lacalle for a deep dive into tariffs and Trump’s agenda of reshoring the American industrial base, along with the consequences that follow.

Kom åt alla poddsändningar i gratisappen GetPodcast.

Prenumerera på dina favoritpoddar, lyssna på avsnitt offline och få spännande rekommendationer.

Ett företag från

A Quattro Stagioni Portfolio

Macro Therapy

Fler avsnitt från "Macro Therapy"

"Buy with both hands"

Noise and Signals

A Quattro Stagioni Portfolio

"An alarm clock with a mirror" with Daniel Lacalle