Recorded on January 22nd, 2023

Tyler Neville, Macro Analyst at Corriente Advisors, is a seasoned cross-asset trader with experience in several different buy-side institutions.

In this conversation, Roger and Tyler explore in depth the opportunities that lie ahead of the last decade of the Fourth Turning: from centralized to decentralized networks, to frontier opportunities in developed and emerging markets, as well as why active managers should be able to kill it in this environment.

It’s a multi-disciplinary debate that focuses on the most important macro trends of our time, well beyond just talking about Fed pivots or rate hikes.

#finance  #investing  #macro  #bonds  #BoJ #volatility #fourthturning #inflation #geopolitics

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0:00 – Tyler’s Background

03:11 – Decentralization vs Centralization Framework

08:31 – The Impact of Cash and Productivity Gains

13:00 – Could the Fed Surprise to the Hawkish Side?

18:25 – Active Managers Should Be Able to Kill It

25:10 – Sovereign Balance Sheets and Hedging Geopolitical Risk

32:53 – Frontier Opportunities of Decentralization

46:06 – The Shift from the Left to the Right

51:31 – Should Investors Pick Up Volatility Risk?

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