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Macro Investing Explained

In this video Anthony is joined by Mike Singleton, the founder and senior analyst at Invictus Research. Mike previously worked at Broad Run Investment Management, a private investment firm where he was responsible for leading investments of over $100mln in client capital. Prior to that, he held investment management roles at Main Street Capital and T.Rowe Price. He is also a CFA charterholder and a member of the CFA Society of Washington, DC. - Introduction (00:00) - What do most investors struggle (2:05) - Growth and inflation framework (3:50) - The importance of the business cycle (5:17) - The four economic regimes (6:15) - Growth cycle and its implications (7:05) - The relationship between markets and the economy (11:29) - Equity sector performance over different economic regimes (14:54) - Equity style factors (17:05) - Investment risk spectrum (18:11) - The importance of monetary policy (19:16) - Confirmation from asset markets (21:52) - Lessons from Stan Druckenmiller (24:18)) - The growth cycle drives trends (25:26) - Why analyse positioning and sentiment? (26:58) - Typical day in tracking markets for Mike (27:46) - Thoughts on crypto (30:48) - Where is the market in the four regimes? (33:59) Invictus Research https://invictus-research.com/ Social Media handles: ►Twitter: @amplifytrading @AWMCheung ►Instagram: @amplifyme @amplify_ant #macro #investing #trading