Ep. 5: Jim Leitner On The Dollar, Equities And The Economy Of Bits And Things

In this episode, I have a conversation with one of the top macro investors that I’ve come across, Jim Leitner. He has an impressive track-record, but more importantly, is very thoughtful and can go from talking about the nuts and bolts of options trading to how political regimes change. In the podcast, we talk about:

1. How not to become attached to one asset class or investment style

2. Whether options are over-priced

3. The path of the dollar

4. Which companies and sectors will succeed in the COVID world

5. Which EM markets are most attractive

6. How to play China most effectively

7. Whether we should worry about central banks printing money

8. Why macro hedge funds have underperformed in recent years

We talk about this and much more. Make sure to subscribe to the show on Apple, Spotify or wherever you go for your podcasts. You can follow us on Twitter and LinkedIn.

You can also see Jim’s thoughts in our Slack chat room. Please email us at [email protected] if you’d like access.

(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)