Get the business cycle right!

David chats with Mike Singleton, founder and senior analyst at Invictus Research, about his framework of thinking about the global economy.

We touch on...

- The Federal Reserve

- Growth prospects

- Yields

- The Baltic Dry Index

- Earnings misses

- Base effects

And a tonne of other stuff!

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We talk everything from...

👉 Geopolitics

👉 Global markets (FX, fixed income, STIRS, stocks, crypto, commodities (literally everything because we're mad)

👉 Where the best opportunities are

👉 Where the pitfalls are

👉 And a tonne more to make YOU a better investor/trader (or just someone who wants to be smarter)

Macrodesiac.

Making the difficult, simple.