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.
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Episodes
Friday Nov 03, 2023
Friday Nov 03, 2023
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.
Friday Oct 27, 2023
Friday Oct 27, 2023
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.
Friday Oct 20, 2023
Friday Oct 20, 2023
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.
Friday Oct 13, 2023
Friday Oct 13, 2023
In this episode, we will discuss US Dollar cycles and the investments implications.
Friday Oct 06, 2023
Friday Oct 06, 2023
In this episode, we will discuss interest rates and US treasury securities and explain why they present buying opportunities.
Friday Sep 22, 2023
Friday Sep 22, 2023
In this episode, we will explain the importance of developing robust investment framework and illustrate our framework.
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.