Macro investing explained [Video]

Anthony Cheung Amplify

- Introduction (00:00).

- What do most investors struggle (2:05).

- Growth and inflation framework (3:50).

- The importance of the business cycle (7:40).

- The four economic regimes (8:56).

- Growth cycle and its implications (9:46).

- The relationship between markets and the economy (14:33).

- Equity sector performance over different economic regimes (17:33).

- Equity style factors (19:44).

- Investment risk spectrum (20:51).

- The importance of monetary policy (21:54).

- Confirmation from asset markets (24:32).

- Lessons from Stan Druckenmiller (26:58).

- The growth cycle drives trends (28:06).

- Why analyse positioning and sentiment? (29:38).

- Typical day in tracking markets for Mike (31:26).

- Thoughts on crypto (33:28).

- Where is the market in the four regimes? (36:40).

Author

Anthony Cheung

Amplify

Anthony has spent over a decade working at the forefront of financial news.

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