<![CDATA[Tomorrow's People]]>
bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/podcastSubstackThu, 28 May 2026 10:37:34 GMThttps://api.substack.com/feed/podcast/1912041.rssby BFA Global InvestorsA podcast by BFA Global Investorsepisodicby BFA Global Investorsbfaglobalinvestors@substack.comNo<![CDATA[Cash vs Assets: Bob Elliott (S3, Ep. 3)]]>In a special live recording, Bob Elliott, Co-Founder and CEO of Unlimited Funds, returns to Tomorrow's People and spoke with Gavin Ezekowitz on the relevance of cash in investment portfolios during times of economic uncertainty, and how investors should be thinking about diversification in varying macroeconomic environments.

Bob Elliott is the Co-Founder and CEO of Unlimited, which uses machine learning to create products that replicate the index returns of alternative investments.

Prior to founding Unlimited, Bob was Deputy CIO at Bridgewater Associates where he created many strategies for the Pure Alpha fund across equities, fixed income, credit, exchange rates, and commodities. In his role on the Investment Committee, he was holistically responsible for the Pure Alpha foreign exchange portfolio from investment strategy to trade execution.

Before that, he built and led Ray Dalio’s personal investment research team for nearly a decade.

He’s the author of hundreds of Bridgewater’s widely read Daily Observations and directly counseled some of the world’s foremost policymakers and institutional investors on economic and investing issues.

Bob holds a BA in History and Science from Harvard.

In this episode, we discuss:

00:00 💰 Cash is safe but assets always outperform over time. This is the time buy assets, as it's rare for cash to outperform for more than 12-18 months. 

04:48 💰 Cash is not as effective as assets because assets generally outperform cash over time, so one must be very skilled at market timing to justify not being fully invested in assets. 

07:48 💰 Create a diversified portfolio of stocks, bonds, commodities, gold, credit, and inflation index bonds to avoid risk and reliance on one economic condition, as most people mistakenly focus only on stocks and bonds. 

11:10 💼 Diversification strategies, including commodity protection, can generate excess returns and mitigate long-term risk; adding trend following strategies to portfolios can create agility and avoid underperforming assets like cash, while investing in diverse alpha strategies can overcome concerns about hedge funds and generate excess returns. 

15:41 📊 Diversification and indexing can lead to better investment outcomes by reducing risk and costs, while strategies like trend following and dollar cost averaging should be considered over time, and futures can offset losses in an asset portfolio. 

21:10 💡 Combining different Alpha strategies based on market conditions and allocating agile between them creates a reliable portfolio, avoiding poor decisions of switching to cash and allowing for flexibility in investing. 

24:56 💰 Creating a diverse and consistent portfolio through indexation and diversification can lead to higher returns and a successful outcome in investment. 

29:32 👏 Look up Bob Elliott on Twitter for valuable market insights. 



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/cash-vs-assets-bob-elliott-s3-epsubstack:post:137676373Thu, 05 Oct 2023 00:48:02 GMTBFA Global InvestorsNo1819<![CDATA[Gaming, Digital media disruptions and Epic Games: Bruce Stein (S3, Ep. 2)]]>In this episode of Tomorrow's People, host Gavin Ezekowitz is joined by top gaming and tech investor and entrepreneur Bruce Stein to talk about founding aXiomatic, investing in Epic Games, the digital media landscape and where he sees the opportunity in the future of gaming.

Bruce Stein is the Managing Director of Juno Capital Partners, a growth-stage investment fund and advisory services firm based in the US.

Prior to Juno, Bruce co-founded and was the CEO of aXiomatic, an eSports and video gaming platform that invests in esports and video game companies, including Team Liquid, Epic Games, Niantic, Dapper Labs, Nifty games and more.

Bruce has served as President, CEO and Board member of several toy, video game, technology and entertainment companies, including the President of Mattel.



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/gaming-digital-media-disruptions-07b61e46590-baf5-4e10-8e24-dada09502044Sat, 12 Aug 2023 00:12:06 GMTBFA Global InvestorsNo1886<![CDATA[Why Hedge Funds Create Alpha and the Long Game for Macro Cycles: Bob Elliott (S3, Ep. 1)]]>On our inaugural Tomorrow's People episode, host Gavin Ezekowitz is joined by renowned investor Bob Elliott to talk about hedge funds, macro cycles and their effect on asset prices, the effects of the Fed raising interest rates, inflation, unemployment and the impact on equities.

Bob Elliott is the Co-Founder and CEO of Unlimited, which uses machine learning to create products that replicate the index returns of alternative investments.

Prior to founding Unlimited, Bob was Deputy CIO at Bridgewater Associates where he created many strategies for the Pure Alpha fund across equities, fixed income, credit, exchange rates, and commodities. In his role on the Investment Committee, he was holistically responsible for the Pure Alpha foreign exchange portfolio from investment strategy to trade execution.

Before that, he built and led Ray Dalio’s personal investment research team for nearly a decade.

He’s the author of hundreds of Bridgewater’s widely read Daily Observations and directly counseled some of the world’s foremost policymakers and institutional investors on economic and investing issues.

Bob holds a BA in History and Science from Harvard.



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/why-hedge-funds-create-alpha-and-0bf065685d1-967f-4ca0-9180-62522255c236Thu, 27 Jul 2023 00:17:17 GMTBFA Global InvestorsNo1778<![CDATA[Interest Rates, Inflation, Bonds and Market Volatility: Post FOMC with Roni Green | S2 E21]]>
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/interest-rates-inflation-bonds-and-57d9168300e-990d-4b4d-8f9b-aff1b740d952Sun, 18 Jun 2023 07:32:41 GMTBFA Global InvestorsNo1358<![CDATA[A whistle-stop tour of recent global market dynamics | S2 E20]]>In a slight departure from our usual format, join us as Gavin takes the spotlight and offers a concise 10-minute exploration of the current global market dynamics and how as an investor you should be thinking about some of the key pieces of economic data. For the complete experience, we recommend watching this episode on our YouTube channel, BFA Global Investors.

——

Any information in this podcast is not intended to promote or recommend any particular product or services offered by BFA. It does not take into account the objectives, financial situation, or needs of any investor. Before making an investment decision, investors should seek professional advice.



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/a-whistle-stop-tour-of-recent-global-b12b03706c3-f162-4a5e-8ec0-99538608e177Wed, 07 Jun 2023 03:06:15 GMTBFA Global InvestorsNo556<![CDATA[Innovation Unleashed: The real pace of change in venture behind closed doors in Silicon Valley | S2 E19]]>In this episode, Jonathan Belz, Co-Founder of BFA Global Investors joins Gavin fresh from his visit to Silicon Valley to tell us the state of play in the venture ecosystem in the US and how Australia and Australian investors are best positioned to be part of this exponential growth.——Any information in this podcast is not intended to promote or recommend any particular product or service offered by BFA. It does not take into account the objectives, financial situation, or needs of any investor. Before making an investment decision, investors should seek professional advice.



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/innovation-unleashed-the-real-pace-b4eca693d9e-036b-43ca-b4cb-53e6abd44fbfWed, 24 May 2023 22:35:15 GMTBFA Global InvestorsNo1136<![CDATA[Understanding duration and credit risk when managing a bond portfolio with Roni Green | S2 E18]]>
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/understanding-duration-and-credit-dae8df8bd2c-849f-43c1-b982-f95ab1057ec7Thu, 18 May 2023 14:24:41 GMTBFA Global InvestorsNo1044<![CDATA[Building the AI Empire: Is Microsoft the one stock to rule them all | S2 E17]]>
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/building-the-ai-empire-is-microsoft-4a7ea146d7f-78c9-4e6f-ae55-2e2b1007c0b4Thu, 11 May 2023 22:03:04 GMTBFA Global InvestorsNo1315<![CDATA[First Republic Bank collapse and the commercial real estate market with Roni Green | S2 E16]]>
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/first-republic-bank-collapse-and-67d03cb4f8c-8dc7-411d-a7a5-cc0848af83f3Mon, 01 May 2023 22:02:47 GMTBFA Global InvestorsNo1018<![CDATA[Sour Milk: Was Milkrun's demise venture capital exuberance or the challenges of 10 minute delivery in Australia? | S2 E15]]>In January 2023, Milkrun raised $75 million dollars from Tiger Global, Airtree and other investors. In April 2023, Milkrun announced it had made its 400 staff redundant and shut its doors for good. We discuss where Milkrun went wrong and how investors should do a health check on their portfolios, in particular on the VC funds which invested in Milkrun.

——

Any information in this podcast is not intended to promote or recommend any particular product or services offered by BFA. It does not take into account the objectives, financial situation, or needs of any investor. Before making an investment decision, investors should seek professional advice.



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/sour-milk-was-milkruns-demise-venture-6dc89f5b931-ce37-4f67-b628-d0b0d942e534Tue, 25 Apr 2023 21:35:27 GMTBFA Global InvestorsNo958<![CDATA[US CPI, the Yen's impact on global liquidity and how you should be thinking about US equities | S2 E14]]>
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/us-cpi-the-yens-impact-on-global-d9ce0e64b31-d439-4d9e-a3aa-637247f798f3Sun, 16 Apr 2023 01:34:24 GMTBFA Global InvestorsNo1174<![CDATA[Shanghai street talk (with Lucy Du) | S2 E13]]>This episode of Tomorrow's News comes live from Shanghai, where BFA's Head of Community Lucy Du shares her observations around the streets of Shanghai after three years. We do the shopping bag test in malls, chat about housing, pet ownership, and discuss the biggest change in the city from Dec 2019 to April 2023. —Any information in this podcast is not intended to promote or recommend any particular product or services offered by BFA. It does not take into account the objectives, financial situation, or needs of any investor. Before making an investment decision, investors should seek professional advice.



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/shanghai-street-talk-with-lucy-du-caa965ad6d3-8d38-4f45-9f28-cf85f9f619c5Sun, 09 Apr 2023 01:04:18 GMTBFA Global InvestorsNo1025<![CDATA[Navigating the bank hybrid market: Balancing risk and reward (with guest Roni Green) | S2 E12]]>In this episode of Tomorrow's News BFA Co-Founder Gavin Ezekowitz talks to global fixed income expert and credit manager Roni Green on the latest investor concerns surrounding bank hybrids, and what are the real risks and rewards associated with these unique debt instruments.—Any information in this podcast is not intended to promote or recommend any particular product or services offered by BFA. It does not take into account the objectives, financial situation, or needs of any investor. Before making an investment decision, investors should seek professional advice.



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/navigating-the-bank-hybrid-market-392fa8bf0b4-bbcc-4d7f-96a3-5f2a0a4d11d1Thu, 30 Mar 2023 23:28:44 GMTBFA Global InvestorsNo1026<![CDATA[Trading Places: Hyperinflation and the death of the dollar (with guest Rasheed Saleuddin) | S2 E11]]>
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/trading-places-hyperinflation-and-db231564372-0234-4bfe-85f6-d5ba45579be8Sat, 25 Mar 2023 00:55:59 GMTBFA Global InvestorsNo1517<![CDATA[China's 5% GDP target, consumption, rising debt and data integrity, we ask guest Dr Dan Wang all the hard questions on China this week | S2 E10]]>
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/chinas-5-gdp-target-consumption-rising-498d1aecf82-247f-4be2-b9f3-86fb5bd2e1d7Mon, 20 Mar 2023 22:27:59 GMTBFA Global InvestorsNo1568<![CDATA[Silicon Valley Bank: FTX Butterfly Wings (with guest Rasheed Saleuddin) | S2 E9]]>The story of Silicon Valley Bank not discussed in the news. This week we have the pleasure of speaking with investor, author and podcaster Rasheed Saleuddin, who took a break from his ski trip in Canada to join Gavin and help our listeners unpack the SVB story that unfolded over the weekend.

Is it a story about treasury mismanagement, digital access of funds, social media frenzy? Or changing depositor psychology, crypto on/off ramping, and a new generation of banking infrastructure?

--

Rasheed used to manage the treasury portfolio for Bank of America before pursuing an academic career where wrote extensively about bank runs, including and perhaps very relevant to today's discussion, how to mark credit risk in a crisis and who should pay for bank failures.

He is the author of two books, including one on Post-Crisis Bank Regulation of mortgage-backed securities titled Regulating Securitized Products, a Post-Crisis Guide.

--

Any information in this podcast is not intended to promote or recommend any particular product or services offered by BFA. It does not take into account the objectives, financial situation, or needs of any investor. Before making an investment decision, investors should seek professional advice.



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/silicon-valley-bank-ftx-butterfly-d2e397d7c99-8803-4ef1-a441-5aa66ed2458aMon, 13 Mar 2023 20:59:40 GMTBFA Global InvestorsNo2253<![CDATA[US consumer housing, a bit on China and why you should pay attention to oil this week | S2 E8]]>Markets this week are like the surfs at Tamarama, hard to find a peak to paddle into, hard to form a view on what it's trying to do. In this episode of Tomorrow's News, BFA Head of Community, Lucy Du talks to Gavin Ezekowitz about US consumer housing and the FOMC, China and Oil.

——

Any information in this podcast is not intended to promote or recommend any particular product or services offered by BFA. It does not take into account the objectives, financial situation, or needs of any investor. Before making an investment decision, investors should seek professional advice.



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/us-consumer-housing-a-bit-on-china-3f70891e7ea-2372-409a-ada8-f539ce33f19cTue, 07 Mar 2023 00:59:09 GMTBFA Global InvestorsNo1265<![CDATA[From credit spreads to government bonds, we talk all things global credit with guest Roni Green | S2 E7]]>In this episode of Tomorrow's News BFA Co-Founder Gavin Ezekowitz talks to global fixed income expert and credit manager Roni Green having pizza with Jonathan Shapiro, credit spreads and all things global credit

—

Any information in this podcast is not intended to promote or recommend any particular product or services offered by BFA. It does not take into account the objectives, financial situation, or needs of any investor. Before making an investment decision, investors should seek professional advice.



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/from-credit-spreads-to-government-82f0e0995db-9794-42b0-8a26-8ae4d8489110Sun, 26 Feb 2023 08:26:47 GMTBFA Global InvestorsNo1255<![CDATA[Thinking about the markets following the US January CPI results | S2 E6]]>In this episode of Tomorrow's News BFA Head of Community Lucy Du talks to Gavin Ezekowitz about the January CPI results, and what it means for equities, bonds and the next FOMC meeting.

—

Any information in this podcast is not intended to promote or recommend any particular product or services offered by BFA. It does not take into account the objectives, financial situation, or needs of any investor. Before making an investment decision, investors should seek professional advice.



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/thinking-about-the-markets-following-22bc0b80410-ad5e-4bc9-8e31-91016756f600Mon, 20 Feb 2023 00:40:52 GMTBFA Global InvestorsNo838<![CDATA[Will the yuan become the next reserve currency? (with guest Dr Rasheed Saleuddin) | S2 E5]]>In this week's Tomorrow's News Gavin Ezekowitz speaks to pre-seed tech and crypto angel investor, Dr Rasheed Saleuddin.

Rasheed was a post-doc in finance at Cambridge, with academic specialties in US interwar financial markets and the 2008 GFC. He ran a distressed mortgage hedge fund from 2008-2018, and is a fellow podcaster with his own weekly investment podcast At the Rotterdam

We discussed Ray Dalio's China thesis, grand narratives, a splash of financial history, and most importantly the dominance of China, and the yuan's potential as a reserve currency.



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/will-the-yuan-become-the-next-reserve-3babab47e92-9969-4753-89ac-258019a14535Sat, 11 Feb 2023 22:05:35 GMTBFA Global InvestorsNo1561<![CDATA[What does the Feb US rate hike mean for investors and the market? | S2 E4]]>In this week's Tomorrow's News BFA Head of Community Lucy Du talks to Gavin Ezekowitz on the market reactions following the FOMC meeting, and what that means for his investments and investors today.

Gavin's Twitter follow: @michaeljburry

—

Any information in this podcast is not intended to promote or recommend any particular product or services offered by BFA. It does not take into account the objectives, financial situation, or needs of any investor. Before making an investment decision, investors should seek professional advice.



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/what-does-the-feb-us-rate-hike-mean-545be42d1ff-4fbf-42f0-b842-3e9878370042Sun, 05 Feb 2023 07:03:24 GMTBFA Global InvestorsNo909<![CDATA[Special guest Roni Green talks about Australian inflation post-December CPI results | S2 E3]]>This week on Tomorrow's News we invite special guest Roni Green to talk about Australian inflation on the back of December's CPI results, RBA's rate hikes, housing, and what that means for Roni's portfolio construction in the global context.

Roni spent the past 12 years in Hong Kong working for investment bank JP Morgan and Hong Kong hedge fund Primes Asset Management. He is now CIO of GF Asset Management.

Any information in this podcast is not intended to promote or recommend any particular product or services offered by BFA. It does not take into account the objectives, financial situation, or needs of any investor. Before making an investment decision, investors should seek professional advice.



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/special-guest-roni-green-talks-about-ff3e329e5dc-0a8c-49e6-ac15-05972e962120Mon, 30 Jan 2023 01:53:11 GMTBFA Global InvestorsNo1275<![CDATA[Why so bullish cowboy? (Gavin's top reasons to be bullish this week) | S2 E2]]>We return this week for Tomorrow's News discussing the US dollar, Cardi B, bond markets, China and semi-conductors and more.

We don't have a Twitter follow this week, but instead recommend listening to Benedict Evans and Toni Cowan-Brown's latest podcast episode: "Why are chips interesting again?"



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/why-so-bullish-cowboy-gavins-top-47419b265af-d91a-4920-bd7c-68d343da89ccSun, 22 Jan 2023 13:17:38 GMTBFA Global InvestorsNo1178<![CDATA[December CPI numbers, and the top 3 things investors should think about heading into 2023 | S2 E1]]>Tomorrow's News is back! In this episode, we talk about December's CPI numbers and key areas investors should be thinking about heading into 2023, such as wage inflation, commodities, AUD/USD, China, and VC.

Gavin's Twitter follow this week: @AndreasSteno



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/december-cpi-numbers-and-the-top-6d5ba700beb-3f22-4917-a541-186e646bb5d8Sun, 15 Jan 2023 09:09:05 GMTBFA Global InvestorsNo1449<![CDATA[The big picture (last episode for 2022) | S1 E21]]>In our final episode for 2022, Gavin gives us the big picture following CPI and FOMC, and shares his top three things to look to in 2023.

Gavin's holiday Twitter follow will be revealed on Discord (https://discord.com/invite/68hp37W2gt) and Whatsapp shortly.

We will be back in January 2023. Happy holidays 🥂



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/the-big-picture-last-episode-for-7e0c0476bb3-63f1-4cc9-ad52-19c91189fb45Sun, 18 Dec 2022 22:58:20 GMTBFA Global InvestorsNo981<![CDATA[Don't fight the Fed but also don't trust the Fed | S1 E20]]>On the evening before November CPI numbers came out, Gavin chats to Lucy about how markets seem to be playing out another "do the opposite" scenario.

Gavin's Twitter follow this week: @BearForce_Won



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/dont-fight-the-fed-but-also-dont-7b9ee4d6cdb-32f7-4511-ae22-e70fe3b952cfTue, 13 Dec 2022 23:04:34 GMTBFA Global InvestorsNo1077<![CDATA[The greatest dispersion of views since 2009 | S1 E19]]>The dispersion of views from Wall Street strategists has never been this great since 2009. This week, Gavin discusses what he saw in the markets this past week across US Treasury bonds, S&P 500, Dow, oil etc to give listeners some frame of reference when looking at the data and charts,

Gavin's Twitter follow this week: @EastWest_Advice



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/the-greatest-dispersion-of-views-d60ce8d7074-a910-4f64-97e9-f448ff7ea402Sat, 03 Dec 2022 21:31:07 GMTBFA Global InvestorsNo1157<![CDATA[Flashing Amber Lights | S1 E18]]>The most dangerous words in finance are, "this time it's different". This week, Gavin talks about why this time it's actually different and how the role of inflation and the fed hiking cycle could potentially impact risk assets.

Gavin's Twitter follow this week: @LynAldenContact

New episodes released every Sunday.



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/flashing-amber-lights-s1-e18-91f1157a768-87c9-473f-87cf-14e56c7676c7Sat, 26 Nov 2022 21:32:15 GMTBFA Global InvestorsNo865<![CDATA[Singapore, Asia's new intersection of global commerce? | S1 E17]]>This week all eyes have been focused on Asia as the G20 concluded in Bali. Gavin also spent the week in Singapore and returns to talk with special guest and Asia expert Will Zhao on what's happening across the SEA region.

Will is the CEO and Co-Founder of Yaru Ventures, and has over 15 years of experience across e-commerce, investment strategy and brand development to successfully lead the expansion of brands into Asia.

Gavin's Twitter follow this week: @michaelxpettis.

New episodes released every Sunday.



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/singapore-asias-new-intersection-bc0274ffeff-d2d4-4065-ba1d-a9f3e004ed3eSat, 19 Nov 2022 22:10:16 GMTBFA Global InvestorsNo961<![CDATA[Major Moves | S1 E16]]>Off the back of last week's FOMC rate hike, this week feels like a lifetime of activity. This week, Gavin and I talk about the latest CPI move, and how that is changing the trajectory of the markets as we look to year-end.

Gavin's Twitter follow this week: @GavinSBaker

New episodes released every Sunday.



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/major-moves-s1-e16-f13ad81e3ab-d9d8-4923-8f2f-d82ab5861433Sat, 12 Nov 2022 22:00:26 GMTBFA Global InvestorsNo519<![CDATA[How much longer will the Fed keep sucking joy from the markets? | S1 E15]]>Everyone's got a plan until they get punched in the face. This week, Gavin and I discuss the Fed's post-FOMC rate hike, the opportunities (if any) in current markets, Gavin's best trade (not financial advice), as well as what to expect in Tomorrow's News.

Gavin's Twitter follow this week: @LukeGromen

Join us on the BFA discord to continue the conversation:

https://discord.com/invite/68hp37W2gt



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/how-much-longer-will-the-fed-keep-85089745b96-4c63-4cfa-97c7-e3e711950f2aSun, 06 Nov 2022 06:15:15 GMTBFA Global InvestorsNo870<![CDATA[What to do about the S&P 500 | S1 E14]]>A big week in the S&P 500, with companies announcing their quarterly earnings. Will history repeat itself? This week, we talk about what the performance of AMZN, META, NFLX, and MSFT means for investors, as well as what to expect in Tomorrow's News.

Gavin's Twitter follow this week: @elonmusk

Join us on the BFA discord for more conversations like these and to ask any questions:

https://discord.com/invite/68hp37W2gt



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/what-to-do-about-the-s-and-p-500-4a9e35a6f02-adf5-4a60-a000-37c495a99c6bFri, 28 Oct 2022 23:35:24 GMTBFA Global InvestorsNo957<![CDATA[From London to Beijing | S1 E13]]>Truss' resignation and the conclusion of the National People's Congress. This week, Gavin and Lucy chat about how the markets are being affected by some big world news, as well as what Gavin's looking ahead in Tomorrow's News.

Gavin's Twitter follow this week: @Concodanomics

Join us on the BFA discord for more conversations like these and to ask any questions:

https://discord.com/invite/68hp37W2gt



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/from-london-to-beijing-s1-e13-287d99e5717-fd94-4d81-8a0f-94da64a2268fSun, 23 Oct 2022 07:59:40 GMTBFA Global InvestorsNo846<![CDATA[A hotter than expected US September CPI reading | S1 E12]]>Thursday's Consumer Price Index reading saw CPI rose 8.2 percent in September, higher than expected despite recent Fed rate hikes. This week, Gavin provides his readout and commentary on what it means for investors.

Gavin's Twitter follow this week: @MacroAlf

Join us on the BFA discord for more conversations like these and to ask any questions:

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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/a-hotter-than-expected-us-september-f29df38c0ef-90ad-48e9-a264-628f771c12c3Sat, 15 Oct 2022 11:41:01 GMTBFA Global InvestorsNo469<![CDATA[When is the Fed-Pivot coming? | S1 E11]]>Markets rallied at the start of this week with hopes for a fed-pivot. This week, Gavin discusses central banks' latest policy decisions around the world, the impact of China, the housing market and his Plan B, should the markets not get a Fed pivot

Join us on the BFA discord for more conversations like these and to ask any questions: https://discord.com/invite/68hp37W2gt



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/when-is-the-fed-pivot-coming-s1-e11-767dafbe4ed-9f0c-4d15-ba3f-e7290d90bc42Sun, 09 Oct 2022 02:08:12 GMTBFA Global InvestorsNo1539<![CDATA[Wrapping up September | S1 E10]]>With the constant interplay between changing policy and current events, we're seeing very interesting market trends. This week, Gavin discusses his outlook, particularly on currencies, and ecommerce & tech securities.

Join us on the BFA discord for more conversations like these and to ask any questions: https://discord.com/invite/68hp37W2gt



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/wrapping-up-september-s1-e10-4aa4d900e48-e78c-4a7b-ba5a-dc9839a44641Sat, 01 Oct 2022 09:03:04 GMTBFA Global InvestorsNo1145<![CDATA[How will the CPI number change the Fed's outlook? | S1 E9]]>We're a bit late, but finally here with episode #10 where Gavin shares "known unknowns" and "unknown unknowns" that investors should keep an eye on in the next few months, and what investors should be doing if they have a long term view!

Join us on the BFA discord for more conversations like these and to ask your questions: https://discord.com/invite/68hp37W2gt



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/how-will-the-cpi-number-change-the-012f7bd21da-eb7c-4850-9122-d5c3a93c6abcThu, 22 Sep 2022 02:53:49 GMTBFA Global InvestorsNo870<![CDATA[What's happening post-Jackson Hole? | S1 E8]]>After the Fed's Jackson Hole Symposium, the markets are responding in interesting ways. Here's Gavin's update on what's been happening in the markets and how he's adjusting his perspectives of what's going to be in tomorrow's news.

Join us on the BFA discord for more conversations like these and to ask your questions: https://discord.com/invite/68hp37W2gt



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/whats-happening-post-jackson-hole-b7ede65e25a-d336-41b9-aa9c-16e4414796d5Wed, 07 Sep 2022 09:15:24 GMTBFA Global InvestorsNo984<![CDATA[What will ETH 2.0 and ETH PoW look like after the merge? (Part 3) | S1 E7]]>In today's episode, Gavin explains how the market might react to ETH 2.0 and ETH PoW after the merge. This episode is a part of our mini-series on the upcoming Ethereum merge. Over 3 short episodes, we discuss how ETH is set to be deflationary after the merge, what the merge is, and what the implications of the merge are.

Join us on the BFA discord for any questions you have and more conversations like these: https://discord.com/invite/68hp37W2gt



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/what-will-eth-20-and-eth-pow-look-de8071d0d42-950e-4a18-a177-6b9eaa5e8115Sun, 28 Aug 2022 02:31:03 GMTBFA Global InvestorsNo620<![CDATA[ETH Merge 101 (Part 2) | S1 E7]]>In today's episode, Gavin & I go over the basics of the merge—what it is, why it's called that and what we can expect in the crypto space because of it!

This week Gavin & I are chatting about the upcoming Ethereum merge. Over 3 short episodes, we're going to discuss how ETH is set to be deflationary after the merge, what the merge is, and what the implications of the merge are.

Join us on the BFA discord for more conversations like these: https://discord.com/invite/68hp37W2gt



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/eth-merge-101-part-2-s1-e7-653d223c8b8-c8de-4bed-924f-8767843f5ab1Fri, 26 Aug 2022 00:32:30 GMTBFA Global InvestorsNo755<![CDATA[How is ETH going to be deflationary over time? (Part 1) | S1 E7]]>This week Gavin & I are chatting about the upcoming Ethereum merge. Over 3 short episodes, we're going to discuss how ETH is set to be deflationary after the merge, what the merge is, and what the implications of the merge are.

Join us on the BFA discord for any questions you have and more conversations like these: https://discord.com/invite/68hp37W2gt



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/how-is-eth-going-to-be-deflationary-219d033903f-1e4a-404d-a27b-1e69a7762da8Mon, 22 Aug 2022 06:02:32 GMTBFA Global InvestorsNo381<![CDATA[Is the market taking a long view? What does that mean? | S1 E6]]>This week, Gavin catches us up on the new movements in the market and explains what the markets are predicting will happen in the next couple months, and the next couple years. We also touch on the opportunities in Bitcoin, the workings of Ethereum and what positions Gavin is holding right now.

Join us on the BFA discord for more conversations like these and to ask your questions: https://discord.com/invite/68hp37W2gt



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/is-the-market-taking-a-long-view-97664eb594a-012e-4fbe-b6f3-fd974779dff0Sun, 14 Aug 2022 03:48:45 GMTBFA Global InvestorsNo1291<![CDATA[Teaser — Is the market taking a long view? What does that mean? | S1 E6]]>This week, Gavin catches us up on the new movements in the market and explains what the markets are predicting will happen in the next couple months, and the next couple years. We also touch on the opportunities in Bitcoin, workings of Ethereum and what positions Gavin is holding right now.

Stay tuned for the full episode tomorrow, Sunday 14th August!



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/teaser-is-the-market-taking-a-long-5f9fbf27397-43c2-4630-b0cd-bc5e0dcbe410Sat, 13 Aug 2022 00:35:40 GMTBFA Global InvestorsNo80<![CDATA[Are we seeing a bear market rally? What's in store in the next 18 months? | S1 E5]]>This week, Gavin discusses whether we're seeing a bear market rally, what's probable in the markets in the next 18 months, and what all this means for investor positioning. Gavin also shares which assets and equities are giving him early glimmers of spring.

Join us on the BFA discord for more conversations like these and to ask your questions: https://discord.com/invite/68hp37W2gt



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/are-we-seeing-a-bear-market-rally-141a9a604d9-d30f-479c-a53c-a4ffd9d08942Sat, 06 Aug 2022 20:00:18 GMTBFA Global InvestorsNo1300<![CDATA[BONUS — What's so unprecedented about this new paradigm? | S1 E4]]>Wondering what's so new about this new regime? Here's a deeper look into unemployment and possibly why it's providing a buffer from recession.

Join us on the BFA discord for more conversations like these and to ask your questions: https://discord.com/invite/68hp37W2gt



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/bonus-whats-so-unprecedented-about-5e78394a358-cd2b-4101-bb0c-848af6b64d55Sat, 06 Aug 2022 15:50:16 GMTBFA Global InvestorsNo531<![CDATA[Are the markets entering a new regime? | S1 E4]]>After the Fed's 4th rate hike, the markets are responding in an unprecedented way. Here's Gavin's take on what we might be seeing, what's causing it, and where the probabilities lie going forward.

Join us on the BFA discord for more conversations like these and to ask your questions: https://discord.com/invite/68hp37W2gt



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/are-the-markets-entering-a-new-regime-d178e8b852a-60f9-4dfa-98ce-9386fb59f903Mon, 01 Aug 2022 04:54:55 GMTBFA Global InvestorsNo1092<![CDATA[Teaser — A new paradigm after the rate hikes? | S1 E4]]>Amidst the recent fed rate hike, unemployment lows, and rallying stock market, have we entered a new paradigm?

Here's a peek from this week's episode of Tomorrow's News.

For more conversations like these, join the BFA discord server: https://discord.gg/U5qUxyYVFq



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/teaser-a-new-paradigm-after-the-rate-4af4ee84c33-7e8b-4553-b882-3f7d61c5094eThu, 28 Jul 2022 12:36:58 GMTBFA Global InvestorsNo112<![CDATA[Possible Sub-Saharan economic superpowers, the most mis-priced asset class, and more | S1 E3]]>This week Gavin answers a question about Sub-Saharan economies, shares what he thinks is the most mis-priced asset class right now, and tells me about a stock he wishes he'd bought earlier.

Join us on the BFA discord for more conversations like these and to ask any questions you may have: https://discord.gg/68hp37W2gt



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/possible-sub-saharan-economic-superpowers-361f5927184-87ed-420e-9f00-70c5d0eb9ef0Thu, 21 Jul 2022 10:22:50 GMTBFA Global InvestorsNo840<![CDATA[Teaser — Economic superpowers in Sub-Saharan region, the most mispriced asset class right now, and more | S1 E3]]>Catch the full episode on July 21st!



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/teaser-economic-superpowers-in-sub-8133cafb09f-e982-411d-a931-a41642ac9718Mon, 18 Jul 2022 03:59:26 GMTBFA Global InvestorsNo104<![CDATA[What's the future of inflation, the recession & bitcoin? — Catching up on June '22 | S1 E2]]>Gavin joins us from LA this week. We're catching up on what's contributing to the recession, how wage inflation and consumer spending are snowballing, Gavin's optimism in the equity market and bitcoin.



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/whats-the-future-of-inflation-the-9f4654de412-9066-4e58-82f0-503503721211Wed, 13 Jul 2022 14:39:24 GMTBFA Global InvestorsNo1654<![CDATA[Teaser — What's the deal with inflation, the recession, and what's ahead? | S1 E2]]>Tune in on on 1st July for the full episode!



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/teaser-whats-the-deal-with-inflation-0e9a62a9427-dfaa-4669-82ab-296975563e38Mon, 27 Jun 2022 09:53:35 GMTBFA Global InvestorsNo103<![CDATA[LUNA, the Problem of "Real Companies & Interest Rate Hikes — Catching up on May '22 | S1 E1]]>In the first episode of Tomorrow's News, Gavin catches us up on the problem of real companies and why equities are "correcting" right now, what happened with LUNA and how the crypto space is looking, and more!



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/luna-the-problem-of-real-companies-85b0299bcc6-3e79-48f2-a390-3b9288a18070Fri, 24 Jun 2022 01:44:13 GMTBFA Global InvestorsNo870<![CDATA[Trailer — Tomorrow's News]]>Why is this podcast called tomorrow's news? What is tomorrow's news and why does it matter? Here's a quick answer to why we started this podcast!



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com]]>https://bfaglobalinvestors.substack.com/p/trailer-tomorrows-news-b7590ea9d69-525e-45c4-aea0-52497346bcc9Thu, 16 Jun 2022 05:22:26 GMTBFA Global InvestorsNo62