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
Nov 21, 2023
Nov 11, 2023
Nov 11, 2023
38 min
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.
Nov 3, 2023
Nov 3, 2023
43 min
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.
Oct 27, 2023
Oct 27, 2023
53 min
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.
Oct 20, 2023
Oct 20, 2023
1 hr 12 min
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.
Oct 13, 2023
Oct 13, 2023
1 hr 4 min
In this episode, we will discuss US Dollar cycles and the investments implications.
Oct 6, 2023
Oct 6, 2023
59 min
In this episode, we will discuss interest rates and US treasury securities and explain why they present buying opportunities.
Sep 22, 2023
Sep 22, 2023
1 hr 2 min
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.