Glenn & Josh | Macro Podcast: Recent Episodes

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We expand on our two Gold Rules of investing: Don't fight the Fed and Don't fight the Tape with simple data modelling.
We also uncover our Growth & Inflation framework, which provides great insight into asset allocation and the importance of real assets in an inflationary environment.

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Two Golden rules of investing in equities explained: Don't fight the Fed and Don't fight the Tape.

Why bonds are so important, and how interest rate adjustments affect the real economy.

Also for more detail on the how The Economic Machine Works check out Ray Dalio's excellent video: https://youtu.be/PHe0bXAIuk0 

For more information feel free to check out https://www.harvercapital.com 

QUESTIONS? Please do not hesitate to email us by following www.harvercapital.com/team 
Linkedin: https://www.linkedin.com/in/glenncoxon/  https://www.linkedin.com/in/josh-oldham/ 

This podcast is for information and educational purposes only  
NOT investment advice

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In our very first podcast we cover the investment cycle and why it matters, the outlook for inflation and our view on why gold has not really performed in this inflationary environment.  

For more information feel free to check out https://www.harvercapital.com  

QUESTIONS? Please do not hesitate to email us by following www.harvercapital.com/team  
Linkedin: https://www.linkedin.com/in/glenncoxon/  https://www.linkedin.com/in/josh-oldham/  

This podcast is for information and educational purposes only   
NOT investment advice