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Navigating The Fracturing Global Macro Landscape With Worth Wray
08-30-2016, 05:23 AM,
#1
Navigating The Fracturing Global Macro Landscape With Worth Wray
Navigating The Fracturing Global Macro Landscape With Worth Wray

<p style="font-size: 13.008px; line-height: 20.0063px;"><em style="line-height: 20.8px;"><span style="color: #800000;">By Chris at&nbsp;<a href="https://capitalistexploits.at/signup/">www.CapitalistExploits.at</a></span></em></p>
<p style="font-size: 13.008px; line-height: 20.0063px;">When I decided to set myself the task of recording one phone call I have each week I never realised how much fun it would turn out to be. Often, I figured if others were ok with it I'd hit record when on the phone to a friend, an advisor, a colleague, or even a client. Easy.</p>
<p style="font-size: 13.008px; line-height: 20.0063px;">Also, because I'm selfish, I realised that it was also an opportunity to follow through on conversations that I should have been having but for any number of reasons never took place. Oftentimes a friend will say something along the lines of&nbsp;<em>"you should chat to so and so, I think you guys will get along great"</em>&nbsp;and then just as often I'd get busy and it wouldn't happen. Well, setting a weekly "must do" is proving&nbsp;a formidable means of&nbsp;correcting that.</p>
<p style="font-size: 13.008px; line-height: 20.0063px;">Speaking of fun: I was introduced to Worth Wray by a friend and have been reading and listening to his thoughts on the markets for the last couple of months.</p>
<p style="font-size: 13.008px; line-height: 20.0063px;">As such, I really shouldn't have been at all&nbsp;surprised to have so much fun as I did when I rang him up and&nbsp;we began chatting and getting into some really fascinating stuff. We&nbsp;blew through&nbsp;the 2-hour mark like a drunk through a red light before other duties called and we weren't even done yet. I felt cheated.</p>
<p style="font-size: 13.008px; line-height: 20.0063px;">Worth has a really great grasp on the global macro landscape. But not only that - he has at least two&nbsp;of the most valuable attributes any investor could ask for: humility and curiosity.</p>
<p style="font-size: 13.008px; line-height: 20.0063px;">He&nbsp;is presently the chief economist and global macro strategist at STA Wealth Management, who are clearly damn lucky to have him. I decided to split the conversation into two parts. In the first part Worth and I&nbsp;discuss:</p>
<ul style="font-size: 13.008px; line-height: 20.0063px;">
<li>Worth's thoughts on&nbsp;<strong>where to place capital for the next ten years</strong></li>
<li>What many global macro economists are missing right now</li>
<li>The&nbsp;<strong>elements&nbsp;which are threatening globalisation</strong>&nbsp;and what this means</li>
<li>The impact of rising protectionism vs technological advancements</li>
<li>Worth brought up a really interesting and&nbsp;<strong>contrary view to demographic decline in the West</strong>&nbsp;- something I'd not thought about before</li>
<li><strong>What&nbsp;most economists don't get about socialism</strong></li>
<li>And much more</li>
</ul>
<p style="text-align: center;"><a href="https://capitalistexploits.at/2016/08/worth-wray-interview/"><img src="http://www.zerohedge.com/sites/default/files/images/user118858/imageroot/2016/08/30/worth-wray-podcast.PNG" alt="Worth Wray Interview" width="550" height="123" style="display: block; margin-left: auto; margin-right: auto;" /></a><em style="font-size: 13.008px; line-height: 20.0063px; text-align: center;">(Click on the image to listen to the podcast)</em></p>
<p style="font-size: 13.008px; line-height: 20.0063px;"><span style="font-size: 13.008px; line-height: 1.538em;">And in part deux... well,&nbsp;<a href="https://capitalistexploits.at/signup/">you'll have to wait</a>&nbsp;till I publish that one next Monday.</span></p>
<p style="font-size: 13.008px; line-height: 20.0063px;">But I hope you enjoy the first part as much as I did.</p>
<p style="font-size: 13.008px; line-height: 20.0063px;">- Chris</p>
<p style="font-size: 13.008px; line-height: 20.0063px;"><em>"In some ways, history can be extremely informative. In other ways, we’re working through a global shift that has never happened before."</em>&nbsp;— Worth Wray</p>
<p style="text-align: center;"><span style="font-size: 13.008px; line-height: 20.0063px;">--------------------------------------</span></p>
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