Identifying the Intersections - A Framework for Macro Investing with Sam Rines, WisdomTree Investments
About this episode
Sam Rines discusses macro investing and the intersection of geopolitical and fiscal policies with insights on various global topics.
In this episode, we are please to be joined by Sam Rines, Macro Strategist at WisdomTree. Sam shares his career journey from working at several hedge funds to joining WisdomTree as their macro strategist. We discuss how geopolitical and fiscal policies intersect to influence investment strategies, covering various geopolitical topics including Europe's industrial landscape, energy reliance, and defense capabilities, as well as the impact of tariffs on businesses and the outlook for the Asian defense industry. We conclude our discussion with insights on artificial intelligence applications in business, the current state of the business cycle, and what could surprise investors in the coming year.
People in this episode
Guest: Sam Rines
Topics covered
- macro investing
- geopolitical policies
- investment strategies
- business cycle
- artificial intelligence
Keywords
- macro strategist
- investment strategies
- geopolitical topics
- business cycle
- artificial intelligence
Mentioned in this episode
Organizations: WisdomTree
Places: Europe, Asia
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