Macro Strategist David Pain with a trip around the grounds

Episode 15 and it's an old friend of the show David Pain. Contributor to the Pain Report and commentating on all things macro. We delve into energy markets as an indicator for what's ahead, where the value is in tech (gasp!) and what capitulation looks like. Host James Whelan (VFS Group)Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

Om Podcasten

Theory of Thing is a regular look at markets and economics hosted by James Whelan of VFS Group with HLM's Heath Moss as regular co-host. Featuring top analysts, leading investors, and key decision-makers, we figure out the second and third derivative if possible. "The smartest show no one listens to" - business channel critic.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.