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Ep. 357: Andrew Perry on the Five Pillars of Global Macro, Liquidity, and Australia's Macro Risks
Andrew Perry is the creator of Macro Pillars, a macro research product servicing a bespoke selection of global banks, hedge funds, and sophisticated investors. He has over 35+ years of experience in markets, including as a Portfolio Manager at Tudor Investment Corporation under Paul Tudor Jones, and later as a Managing Director and Portfolio Manager at Nomura. In this podcast, we discuss:
The Five Pillars of Global Macro
The Move Index: The Ultimate Indicator
Non-Traditional Liquidity and Market Plumbing
Australia's "Lucky Country" Crisis
From Supply Shock to Demand Shock
The Significance of…
The skinny
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