The totalconvexity’s Podcast
Welcome to ”Total Convexity,” a weekly financial podcast that caters to professional finance individuals, high-net-worth investors, family offices, and other sophisticated financial professionals. Join our hosts, hedge-fund manager Jim Wang and Henrik Neuhaus, as they explore the interconnected world of global macroeconomics, central banks, and capital markets.
Episodes
In this episode, we explore the secular shift in global trade and the economic order since the end of the Cold War, the beginning of the end of U.S. exceptionalism, and the implications for financial assets.
In this episode, we will discuss the three horsemen that dominate today's capital market: growth divergence between US and China, fiscal divergence between US and Europe and monetary divergence between US and Japan.
In this episode, we will discuss the potential scope and magnitude of tariffs, the impacts on the economy and the implications on financial assets.
In this episode, we will discuss the coming US election and the investment implications.
In this episode, we will discuss our long-term outlook on Latin America.
In this episode, we will discuss the potential change of the trend of Japanese Yen, and why this matters not only for macro traders, but also for asset allocators.
In this episode, we provide an update on the market outlook.
In this episode, we will discuss geopolitics and the investment implications.
In this episode, we will provide our market outlook for year 2024
In this episode, we will discuss the inherent economic relationship between stocks and treasury bonds and what are the drivers for their correlations. We will explain how this can help us gain insights into the stage of the market cycle we are in and anticipate the next stage of the markets and economic regime.
In this episode, we will provide an update on liquidity. More specifically, we will discuss the recent QRA release and implications on interests rates and other financial assets.
In this episode, we will discuss the fiscal and monetary policies and the joint effects on the real economy, capital market and financial assets. We will use the framework to analyze the history in the US, and pinpoint where we are at the present time and we we are heading. We will apply the same framework in Europe, Japan and China.
In this episode, we will discuss the role of gold in the portfolio construction, the drivers of gold's performance and our near-term outlook.
In this episode, we will discuss US Dollar cycles and the investments implications.
In this episode, we will discuss interest rates and US treasury securities and explain why they present buying opportunities.
In this episode, we will explain the importance of developing robust investment framework and illustrate our framework.
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