What do a rock guitarist, a math-loving economist, and a fixed income strategist have in common? They’re all Dean Smith. In this episode of The Blunt Dollar, Ignacio sits down with Dean, Chief Strategist at FolioBeyond, to unpack his unconventional journey from the stage to Wall Street, his sharp takes on market inefficiencies, and the behavioral blind spots that even the most seasoned investors fall into. Whether you're investing for beginners or diving deep into structured products, this ...
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What do a rock guitarist, a math-loving economist, and a fixed income strategist have in common? They’re all Dean Smith. In this episode of The Blunt Dollar, Ignacio sits down with Dean, Chief Strategist at FolioBeyond, to unpack his unconventional journey from the stage to Wall Street, his sharp takes on market inefficiencies, and the behavioral blind spots that even the most seasoned investors fall into. Whether you're investing for beginners or diving deep into structured products, this ...
Eric Jaffe: The Secret Macro Insight That Gives Investors An Edge
The Blunt Dollar
1 hour 2 minutes
3 months ago
Eric Jaffe: The Secret Macro Insight That Gives Investors An Edge
In this episode of The Blunt Dollar, I sit down with Eric Jaffe, CEO of BCA Research, the world’s largest independent provider of macro investment research. We unpack Eric’s unconventional path from the Pentagon to GLG and now the helm of BCA, where he’s steering a 76-year-old firm into its next phase of growth, all while keeping that contrarian spark alive. We also dive deep into how macro shocks, geopolitics, and AI are reshaping the future of investment research, and why conviction matter...
The Blunt Dollar
What do a rock guitarist, a math-loving economist, and a fixed income strategist have in common? They’re all Dean Smith. In this episode of The Blunt Dollar, Ignacio sits down with Dean, Chief Strategist at FolioBeyond, to unpack his unconventional journey from the stage to Wall Street, his sharp takes on market inefficiencies, and the behavioral blind spots that even the most seasoned investors fall into. Whether you're investing for beginners or diving deep into structured products, this ...
