MacroESG Investment & Trading Philosophy

Bet big on policy changes that ignite paradigm shifts. The best ideas are clear wins based on clear incentives to people in power: The less obvious, the better. Trade the spread between policy change and emotionalism. Betting on policy change is a lot more predictable than emotionalism: Determines risk-reward. Analyze the drivers of global power dynamics. Markets, politics, and technology for a sustainable future: Try to understand the Deep Game. www.macroesg.com #macroesg @gregbeier --- Send in a voice message: https://anchor.fm/macro-esg/message

Om Podcasten

We analyze the risks of markets, politics, and technology for a sustainable future. We generate actionable ideas with clear risk reward and position size. We have a solid track record of forecasting major change, such as Biden’s election and its implications, China’s yuan rally, plus the crude oil and Covid crashes.