Your Macro newsfeed is ruining your Macro analysis [SGIM #5]

About this episode

The episode discusses how macro newsfeeds can distort macro analysis, featuring insights from Dylan Smith.

Welcome to the Skeptic’s Guide to Investment Management. In each episode, we examine one industry publication through a skeptical, logical, evidence-based lens, with the help expert guests. This one is a macro special featuring Dylan Smith from ArcMacro. If you feel there’s “a lot of macro” happening these days. And that the next declaration might “change the macro landscape” . Then the chat is the perfect antidote to help you think straight and remind you that we tend to overstate the impact of political decision. Key takeaway: The macro-driven cyclical and structural processes drive political decision and news. It’s not the other way around.If you'd like to support this show please take a minute to leave a 5-star review on your favourite podcast app. Relevant links Full conversation and notes: https://investorama.substack.com/p/a-macro-framework-for-hybrid-portfolios Sign up to Investology’s free newsletter: https://investorama.substack.com/ Sign up to ArcMacro’s free newsletter: https://arcmacro.substack.com/ George Aliferis: https://www.linkedin.com/in/george-aliferis/ Dylan Smith: https://www.linkedin.com/in/dylan-smith-78284b50/ SGIM is an Investology podcast series…

People in this episode

Guest: Dylan Smith

Topics covered

• macro analysis
• investment management
• political decisions
• economic cycles
• skeptical thinking

Keywords

• macro news
• investment management
• political impact
• economic cycles
• skepticism

Mentioned in this episode

Organizations: ArcMacro, Investology, Orama

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