Blog

Investment, Macro-Finance, and Geopolitics from 20,000 Meters

Blog

Investment, Macro-Finance, and Geopolitics from 20,000 Meters

Happy Tuesday, Perch People. We published our latest podcast on our brand new, snazzy podcast page. You can find it by clicking here. Best of all, if you’d rather just read the transcript rather than listen to the mellifluous sounds of our voices just click the link on the same podcast page.

Joining us for this episode was Sune Sorensen. Sune is a veritable renaissance man, but among his various positions, he serves as Advisory Board Member at BFI Capital, a partner at the Malmgren Strategic Institute, and the Director of Macro Research at The Strategic Funds. 

During the conversation, Sune and Jacob discuss what exactly “macro-thinking” is – and how to use it when thinking about managing financial risk and capitalizing on investment opportunities. They also discuss the future of the European Union, the rise of cryptocurrency, and the complicated relationship between democracy and capitalism…before offering up some spicy hot takes about the NBA playoffs.

If you haven’t shared the podcast with your friends or left a review wherever you listen, consider doing so! If you like our work, a referral to a friend or colleague is literally the best way to support us. And, as always, if you have any comments or thoughts on the podcast – or want to chat about how geopolitics and macro-trends are affecting your investments or your business – simply reply to this email, or drop us a note: info@perchperspectives.com.