Recommended by Barry C. Knapp
Jim is one of the most thoughtful investment strategists and macro thinkers. He has a deep background in economics but doesn't let that get in the way of analyzing markets. I did not find many of the strategists I competed with worth listening to during their financial television appearances, I always turn the volume up when Jim comes on.
One of my first reads every morning to get Peter’s succinct summary of markets and data.
Mike Green is one of the most innovative macro strategists we know, his work on indexation, China's role in bitcoin mining and government resistance to a private currency, more recent thoughts on energy demand and a range of macro topics are exceptional and thought provoking. Mike's firm, Simplify, creates innovative products.
Dean’s insights on markets, informed by decades of experience in equity derivatives, including a period where we were colleagues at Lehman Brothers, will help you better understand risk, market vulnerabilities, sentiment and opportunity.