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just THINK about it
Nadine Terman and Benjamin Brey
24 episodes
8 months ago
Welcome to just THINK about it – with Nadine + Ben, our podcast that delivers the “why” behind the “what” for global investors. Why just THINK about it? Well, consensus views, the “it” in our title, often are based on surface level understanding or even narratives someone is telling us, versus actual data and deductive logic. We’re all busy, so it’s easier to listen to someone who calls themselves an expert, who we think “did the work” and gives us conclusions, versus really try to understand things ourselves. That’s where we come in. Each of us comes with decades of global, cross-asset class investment experience, so we can ask the tough questions, explore the views of people we know are experts, and drill down to the bedrock of why they believe what they’re saying. Plus, we promise you to have a ton of fun in the process.
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Investing
Business
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All content for just THINK about it is the property of Nadine Terman and Benjamin Brey and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to just THINK about it – with Nadine + Ben, our podcast that delivers the “why” behind the “what” for global investors. Why just THINK about it? Well, consensus views, the “it” in our title, often are based on surface level understanding or even narratives someone is telling us, versus actual data and deductive logic. We’re all busy, so it’s easier to listen to someone who calls themselves an expert, who we think “did the work” and gives us conclusions, versus really try to understand things ourselves. That’s where we come in. Each of us comes with decades of global, cross-asset class investment experience, so we can ask the tough questions, explore the views of people we know are experts, and drill down to the bedrock of why they believe what they’re saying. Plus, we promise you to have a ton of fun in the process.
Show more...
Investing
Business
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Is the Dollar Bull Run Doomed? with Rupert Mitchell
just THINK about it
1 hour 11 minutes 16 seconds
10 months ago
Is the Dollar Bull Run Doomed? with Rupert Mitchell

In Episode 20, Nadine and Ben welcome back Rupert Mitchell of Blind Squirrel Macro to discuss the current state of financial markets in 2025. We explore topics such as whether the USD bull run is almost over, the impact of Donald Trump on economic policies, the outlook for commodities and emerging markets, and focus on Rup focusing on Rupert's latest addition to his research offering - The BUSHY Portfolio.

just THINK about it
Welcome to just THINK about it – with Nadine + Ben, our podcast that delivers the “why” behind the “what” for global investors. Why just THINK about it? Well, consensus views, the “it” in our title, often are based on surface level understanding or even narratives someone is telling us, versus actual data and deductive logic. We’re all busy, so it’s easier to listen to someone who calls themselves an expert, who we think “did the work” and gives us conclusions, versus really try to understand things ourselves. That’s where we come in. Each of us comes with decades of global, cross-asset class investment experience, so we can ask the tough questions, explore the views of people we know are experts, and drill down to the bedrock of why they believe what they’re saying. Plus, we promise you to have a ton of fun in the process.