#104 Jonathan Baird: Macro Fundamentals and Trading

We're delighted to welcome back a friend of the show Jonathan Baird, an award-winning money manager and publisher of the Global Investment Letter, who speaks and writes about macro themes in markets based on this his many decades of experience in this area. 2022 was the year when having a handle on the macro-economic narrative was to prove hugely advantageous. Understanding the macro and building it into your read of the markets is vital for traders who wish to gain an edge in markets w...