Episode 020 - Refinements to Macro Investing
You know the old adage in golf that you drive for show and putt for dough? In the investment world, that seems the same as the old macro vs. micro or top-down vs. bottom-up argument. Maybe there is more to this adage, like yin needs its yang. <Hint: micro operates within a macro environment.>
On Episode 020 of From the Research Chair, on 29 April 2021 at 12p EDT, Michael and Jason will discuss Refinements to Macro Investing:
1. We will clarify definitions, what is macro investing (this is not as simple as tomato v. tomahto)?
2. We will discuss functionality of each type of investing;
3. We will debate applicability of macro and micro, and;
4. At the end you may have to think of us as purple!
Michael Falk, CFA, CRC and Jason A. Voss, CFA host From the Research Chair, a twice monthly show designed to help your team's improve their investment philosophy, process, and execution.