In this episode, 42 Macro's Darius Dale and Nadine Terman of Solstein Capital discuss macroeconomic themes, investment strategies, and risk management in the current market environment. Nadine emphasizes the importance of balancing macro overlays with micro-level investment ideas and highlights strategies for navigating sticky inflation, resilient U.S. economic growth, and liquidity dynamics. She also explores opportunities in underpriced inflationary assets, international markets, and idiosyncratic trades, stressing the value of asymmetry and portfolio diversification. The conversation underscores the need for disciplined, process-driven investing to capitalize on market opportunities while managing risk effectively.
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