Tracy is an oil analyst by trade, but her independent thought and fearlessness of digging into the world of macro economics and politics makes her unconventional and special.
TIMESTAMPS:
1:41 Energy - the most important sector
5:13 The basket case that is Europe
9:20 Planned crisis, pure stupidity, or both?
11:54 Shale, funding & the impact of ESG
17:16 Thoughts on base metals
25:17 Effects on food production
33:46 Inflation or deflation?
36:30 What Tracy is monitoring
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Tracy is an oil analyst by trade, but her independent thought and fearlessness of digging into the world of macro economics and politics makes her unconventional and special.
TIMESTAMPS:
1:41 Energy - the most important sector
5:13 The basket case that is Europe
9:20 Planned crisis, pure stupidity, or both?
11:54 Shale, funding & the impact of ESG
17:16 Thoughts on base metals
25:17 Effects on food production
33:46 Inflation or deflation?
36:30 What Tracy is monitoring
BQP 040: Mikael Syding And The Tools Of An Investing Titan
The Big Question Podcast
1 hour 3 minutes 33 seconds
8 years ago
BQP 040: Mikael Syding And The Tools Of An Investing Titan
In this episode of the Big Question Podcast I speak again to Mikael Syding, the European hedge fund manager of the decade.
Mikael and I dive into the habits of a successful investor, and Mikael shares his tricks and strategies for synthesising ideas and executing on them, being efficient, studying large volumes of information, and more.
We also talk markets. From Europe, European banks, and the future of the euro to why Japan might not be the first market to crack.
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The Big Question Podcast
Tracy is an oil analyst by trade, but her independent thought and fearlessness of digging into the world of macro economics and politics makes her unconventional and special.
TIMESTAMPS:
1:41 Energy - the most important sector
5:13 The basket case that is Europe
9:20 Planned crisis, pure stupidity, or both?
11:54 Shale, funding & the impact of ESG
17:16 Thoughts on base metals
25:17 Effects on food production
33:46 Inflation or deflation?
36:30 What Tracy is monitoring
