This episode is supported by private equity platform Moonfare.
Bobby is partner and portfolio manager at Toscafund Asset Management. He is author of the widely read newsletter, Macro Eagle. He has been the UK representative of the German Economic Council. Before that Bobby was at Goldman Sachs where he was a partner and Global Head of Market Strats.
In this podcast, we discuss:
1. Why the backlash against Big Tech will continue.
2. The unionization drive in the US.
3. A new global corporate tax accord.
4. The bullish case for Europe.
5. Germany in a post-Merkel world.
6. Biden’s differences to Obama.
7. Biden’s tougher stance on China than Trump.
8. Current market views on bonds and equities.
You can sign up to Bobby’s newsletter here.
Make sure to subscribe to the show on Apple, Spotify, YouTube, or wherever you go for your podcasts. You can follow us on Twitter and LinkedIn.
(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.)