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
17 hours ago
17 hours ago
49 min
In this episode, we discuss the rising interest rates, and asset prices implications in the near-term. We will also discuss geopolitics in Canada, Middle east, Ukrain, Europe and more.
May 25, 2025
May 25, 2025
48 min
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.
Mar 4, 2025
Mar 4, 2025
47 min
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.
Jan 25, 2025
Jan 25, 2025
48 min
In this episode, we will discuss the potential scope and magnitude of tariffs, the impacts on the economy and the implications on financial assets.
Jun 30, 2024
Jun 30, 2024
1 hr 4 min
In this episode, we will discuss the coming US election and the investment implications.
May 25, 2024
May 25, 2024
35 min
In this episode, we will discuss our long-term outlook on Latin America.
Apr 29, 2024
Mar 30, 2024
Mar 30, 2024
55 min
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.
Feb 28, 2024
Dec 18, 2023
Dec 18, 2023
1 hr 5 min
In this episode, we will discuss geopolitics and the investment implications.
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.
Comprehending the intricate web of global macroeconomics, central-bank policies, and capital markets isn't just an option – it's a necessity. Whether you're a Chief Investment Officer, financial analyst, entrepreneur, or simply someone curious about how the global economy and capital markets function, this podcast aims serves as your compass through the intricacies of the global financial landscape.
In each episode, we will delve deep into the influential factors shaping our world – from global economic trends and central bank policies to capital markets and trading strategies. We will demystify financial jargon, clarify complex numerical data, and provide you with insights from experts in the field.