On Tuesday May 7th, my good pal
and I discussed global macro for nearly 2 hours with Demetri Kofinas on his Hidden Forces podcast. I’ve always had a lot of respect for Demetri’s intellectual curiosity and the quality of his guests, but this time I got to see first hand just how hard he works to prepare and understand subject material. Demetri does excellent work and I think it shows in this episode.He was gracious enough to provide a copy of the full discussion for PauloMacro subscribers. I hope you consider subscribing to Hidden Forces. Please enjoy this episode with me and Shrub as we discuss global macro trends and our views and frameworks in detail!
As always, kindly yours,
Paulo aka Cloudbear
