#104 Jonathan Baird: Macro Fundamentals and Trading
We're delighted to welcome back a friend of the show Jonathan Baird, an award-winning money manager and publisher of the Global Investment Letter, who speaks and writes about macro themes in markets based on this his many decades of experience in this area. 2022 was the year when having a handle on the macro-economic narrative was to prove hugely advantageous. Understanding the macro and building it into your read of the markets is vital for traders who wish to gain an edge in markets whilst seeking to insulate themselves from market shocks. In this episode we talk about how to be more aware of these factors in markets, and how to combine and successfully fuse macro fundamental analysis, market valuation, technical analysis, and market sentiment into a coherent risk approach. Learn more about the Global Investment Letter at: https://www.globalinvestmentletter.com/Jonathan's Social media feeds:Linkedin: https://www.linkedin.com/in/jonathanbaird88Twitter: https://twitter.com/JonathanBaird88________________________________________________________________________________________AlphaMind Podcast Sponsor: TradeStation InternationalTradeStation International offers users access to the outstanding TradeStation Global platform, a multi-asset trading platform with access to international markets. Traders can leverage TradeSatation's superb professional-grade tools like RadarScreen®, The Matrix, and EasyLanguage® an intuitive coding language for traders.With TradeStation there are no hidden price spreads - just transparent, low commissions. Click here to find out more and open an account.TradeStation International Ltd is authorized and regulated by the Financial Conduct Authority (“FCA”) in the United Kingdom, acts as an Introducing Broker to Interactive Brokers (U.K.) Ltd. The firm does not provide investment advice or trading recommendations. Investment and trading involve risks, including possible loss of principal.AlphaMind Podcast Sponsor: The Society of Technical Analysts (The STA):The Society of Technical Analysts provide world beating technical analysis education programmes and offer outstanding membership services with regular talks and meetings. Their Home Study Course is based on the Diploma Programme they deliver to students at the London School of Economics and has been created by many of the leading minds in the field of technical analysis.AlphaMind Podcast listeners can obtain a 10% discount on the Society of Technical Analysts world-beating Home Study Course at this link: bit.ly/3r3TawOAlphaMind LinksTwitter: Steve Goldstein - Mark Randall To know more: https://linktr.ee/AlphaMind101Our Newsletter: https://alphamind101.substack.com/AlphaMind: Powering Performance in Global Markets AlphaMind brings powerful change, growth and development to people and businesses within global markets. Driven by a deep understanding of how markets work, and how people and businesses function within them, we partner with clients to create personal performance improvements that elevate returns across their trading activities.Go to the AlphaMind website to know more.