Listen to Gavyn Davies, Co-founder and Chairman of Fulcrum Asset Management, in the inaugural episode of Foresight Analytics’ Foresight Active Advantage podcast series.
In a candid discussion with host Daniel Grioli, Gavyn shared some great insights into a range of topics in in this first episode: ‘Global Macro Strategy, Inflation and Climate Change’. Each week we will be sharing a video snippet of the full podcast on our LinkedIn page, so follow us there to stay up to date or watch via the links below.
Gavyn shares his experience with high inflation in the 1970s, current day parallels, and what some tell-tale signs of lasting inflation might be.
Gavyn explores the establishment of Fulcrum Asset Management, it’s transition from a partnership to a publicly listed company, and his tenure since.
Gavyn discusses the concept of nowcasting and how Fulcrum uses it for predicting markets and decision variables.
Gavyn explains what global macro investing is and isn’t, and how Fulcrum leverages it to create wealth for its clients.
Part Five: coming soon
Click here to listen in to the full episode or to read the transcript.