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.
Part One: Inflation – click here
Gavyn shares his experience with high inflation in the 1970s, current day parallels, and what some tell-tale signs of lasting inflation might be.
Part Two: About Fulcrum Asset Management – click here
Gavyn explores the establishment of Fulcrum Asset Management, it’s transition from a partnership to a publicly listed company, and his tenure since.
Part Three: Nowcasting at Fulcrum – click here
Gavyn discusses the concept of nowcasting and how Fulcrum uses it for predicting markets and decision variables.
Part Four: Global Macro Investing – click here
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.
