We’re excited to share that our Founder and CEO, Jens Nordvig, was featured on the latest episode of The Compound and Friends podcast with Joshua Brown and Michael Batnick, CFA.
In Episode 194, they cover a wide range of macroeconomic topics making headlines today, including:
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Why initial jobless claims could be a market mover
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The impact of tariffs and shifting trade dynamics
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The future of the U.S. dollar’s reserve currency status
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The sharp collapse in foreign tourism and what it signals
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Plus, much more on global macro trends and market implications
This is a must-listen conversation for anyone interested in markets, global economics, and the signals shaping policy and portfolio decisions today. Watch or listen here:
Thank you to Josh, Michael, and the team at The Compound and Friends for having us — it was a pleasure to join the conversation!