Tom welcomes returning guest Michael Gayed, Portfolio Manager at Toroso Asset Management, to the show. Michael is the author and publisher of the Lead-Lag...
Tom welcomes returning guest Michael Gayed, Portfolio Manager at Toroso Asset Management, to the show. Michael is the author and publisher of the Lead-Lag...
Tom welcomes returning guest Tavi Costa of Crescat Capital to the show. Tavi outlines Crescat's macro model and how it drives their investing focus. Tavi...
Tom welcomes returning guest Tavi Costa of Crescat Capital to the show. Tavi outlines Crescat's macro model and how it drives their investing focus. Tavi...
Tom welcomes back experienced investment professional David Hunter of Contrarian Macro Advisors. David discusses the origins of the current secular...