Return of the Mac(ro) - New AlphaMind Podcast

Podcast #104 Jonathan Baird: Macro Fundamentals and Trading

Steven Goldstein

and

Mark Randall

Jan 31, 2023

∙ Paid

Apologies for the bad pun used in this title, but every time we hear that classic Mark Morrison song, we can’t help thinking of the time we heard an analyst refer to this song, when referring to the return of macro-fundamentals as a major factor in markets.

Since the introduction of Zero Interest Rate Policies, in the wake of the Global Financial Crisis…

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