Slowing population growth can be a headwind for inflation and help explain why interest rates have remained stubbornly weak in some places. Studying the implication of demographics on inflation and interest rates in Japan, the Speaker, who runs one of the most successful TMT long/short equity funds, shares his macroeconomic assessment that US interest rates are going even lower—and thus equity valuations can be even higher.
Eq
...
Photo: Shutterstock
Access unique insights, build valuable connections, and invest wisely.
Access unique insights, build valuable connections, and invest wisely.
of the top 50 hedge funds globally (by AUM)
members worldwide
community events
(dinners and salons per year)
Here’s what you can expect as a member:
PURE AWARENESS
Our job is not to predict the future; it’s to see the present clearly. Gain unbiased insight into the macro forces shaping the investment landscape. Discover investing ideas and advance your thinking in truly novel ways.
SPECIAL ACCESS
Our in-person gatherings are intimate and rich. Our online events have their own magic. We uncover the best ideas from our community of hedge fund CIOs and portfolio managers across the globe.
COMMUNITY-POWERED
Surround yourself with peers from around the world you can count on. We talk, exchange, learn, and lean on each other in our members-only Slack group. Test your opinion, take some advice, or just lurk. No trolls; we promise.
CLARITY & WISDOM
Two heads are better than one. Let Jawad be your thinking partner. Air your ideas, play out scenarios, and throw some refreshing water on those burning questions. You set the agenda. Each call is a chance to reset and rebalance.
Access unique insights, build valuable connections, and invest wisely.
Access unique insights, build valuable connections, and invest wisely.
PODCAST
Each month I tie together the various threads of our work and connect the dots between what I observe in my travels and conversations.
STOCKS
At the October lows, there was extreme levels of pessimism. We already priced in a lot of future fears so worrying is counterproductive.
PODCAST
Each month I tie together the various threads of our work and connect the dots between what I observe in my travels and conversations.
