The totalconvexity’s Podcast
Welcome to ”Total Convexity,” a weekly financial podcast that caters to professional finance individuals, high-net-worth investors, family offices, and other sophisticated financial professionals. Join our hosts, hedge-fund manager Jim Wang and Henrik Neuhaus, as they explore the interconnected world of global macroeconomics, central banks, and capital markets.
Episodes
In this episode, we explore the secular shift in global trade and the economic order since the end of the Cold War, the beginning of the end of U.S. exceptionalism, and the implications for financial assets.
In this episode, we will discuss the three horsemen that dominate today's capital market: growth divergence between US and China, fiscal divergence between US and Europe and monetary divergence between US and Japan.
In this episode, we will discuss the potential scope and magnitude of tariffs, the impacts on the economy and the implications on financial assets.
In this episode, we will discuss the coming US election and the investment implications.
In this episode, we will discuss our long-term outlook on Latin America.
In this episode, we will discuss the potential change of the trend of Japanese Yen, and why this matters not only for macro traders, but also for asset allocators.
In this episode, we provide an update on the market outlook.
In this episode, we will discuss geopolitics and the investment implications.
In this episode, we will provide our market outlook for year 2024
In this episode, we will discuss the inherent economic relationship between stocks and treasury bonds and what are the drivers for their correlations. We will explain how this can help us gain insights into the stage of the market cycle we are in and anticipate the next stage of the markets and economic regime.
In this episode, we will provide an update on liquidity. More specifically, we will discuss the recent QRA release and implications on interests rates and other financial assets.
In this episode, we will discuss the fiscal and monetary policies and the joint effects on the real economy, capital market and financial assets. We will use the framework to analyze the history in the US, and pinpoint where we are at the present time and we we are heading. We will apply the same framework in Europe, Japan and China.
In this episode, we will discuss the role of gold in the portfolio construction, the drivers of gold's performance and our near-term outlook.
In this episode, we will discuss US Dollar cycles and the investments implications.
In this episode, we will discuss interest rates and US treasury securities and explain why they present buying opportunities.
In this episode, we will explain the importance of developing robust investment framework and illustrate our framework.
Popular Podcasts
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
My Favorite Murder is a true crime comedy podcast hosted by Karen Kilgariff and Georgia Hardstark. Each week, Karen and Georgia share compelling true crimes and hometown stories from friends and listeners. Since MFM launched in January of 2016, Karen and Georgia have shared their lifelong interest in true crime and have covered stories of infamous serial killers like the Night Stalker, mysterious cold cases, captivating cults, incredible survivor stories and important events from history like the Tulsa race massacre of 1921. My Favorite Murder is part of the Exactly Right podcast network that provides a platform for bold, creative voices to bring to life provocative, entertaining and relatable stories for audiences everywhere. The Exactly Right roster of podcasts covers a variety of topics including historic true crime, comedic interviews and news, science, pop culture and more. Podcasts on the network include Buried Bones with Kate Winkler Dawson and Paul Holes, That's Messed Up: An SVU Podcast, This Podcast Will Kill You, Bananas and more.
The official podcast of comedian Joe Rogan.
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!
Football’s funniest family duo — Jason Kelce of the Philadelphia Eagles and Travis Kelce of the Kansas City Chiefs — team up to provide next-level access to life in the league as it unfolds. The two brothers and Super Bowl champions drop weekly insights about the weekly slate of games and share their INSIDE perspectives on trending NFL news and sports headlines. They also endlessly rag on each other as brothers do, chat the latest in pop culture and welcome some very popular and well-known friends to chat with them. Check out new episodes every Wednesday. Follow New Heights on the Wondery App, YouTube or wherever you get your podcasts. You can listen to new episodes early and ad-free, and get exclusive content on Wondery+. Join Wondery+ in the Wondery App, Apple Podcasts or Spotify. And join our new membership for a unique fan experience by going to the New Heights YouTube channel now!