Core Insights - The article emphasizes the importance of understanding macro trends and their influence on asset prices and investor behavior, particularly in the context of equity analysis and research [1]. Group 1: Professional Background - The author has over 10 years of experience in asset management, focusing on equity analysis, macroeconomics, and risk-managed portfolio construction [1]. - The professional background includes advising on and implementing multi-asset strategies, with a strong emphasis on equities and derivatives [1]. Group 2: Investment Philosophy - The article advocates for making investing accessible, inspiring, and empowering, highlighting the value of sharing insights and building confidence in long-term investing [1]. - The author encourages readers to conduct their own research before making investment decisions, reinforcing the idea that the analysis provided is for informational purposes only [1].

Core Insights - The article emphasizes the importance of understanding macro trends and their influence on asset prices and investor behavior, particularly in the context of equity analysis and research [1]. Group 1: Professional Background - The expert has over 10 years of experience in asset management, focusing on equity analysis, macroeconomics, and risk-managed portfolio construction [1]. - The professional background includes advising on and implementing multi-asset strategies, with a strong emphasis on equities and derivatives [1]. Group 2: Investment Philosophy - The goal of sharing insights is to make investing accessible, inspiring, and empowering for fellow investors [1]. - The expert encourages building confidence in long-term investing through shared knowledge and collaboration [1]. Group 3: Market Analysis Focus - The analysis includes close monitoring of EU and US central bank policies, sector rotation, and sentiment dynamics to construct actionable investment strategies [1]. - The expert has navigated various market conditions over the past decade, indicating a robust understanding of market dynamics [1].

Core Insights - The article discusses the investment potential of Twilio Inc. (NYSE: TWLO), highlighting a "buy" rating following a selloff after Q2 FY25 earnings, suggesting a unique buying opportunity [1] Company Overview - Twilio Inc. is positioned as a growth-driven company, focusing on maximizing shareholder equity through sustainable investments [1] Analyst Background - The analyst has extensive experience in high-growth supply-chain startups and has worked with venture capital firms, emphasizing a strong background in investment strategy and portfolio management [1] Investment Strategy - The investment strategy involves democratizing financial literacy and simplifying complex macroeconomic concepts for better understanding among investors [1]

Group 1 - The article discusses the investment strategy of a family office fund led by Amrita, focusing on sustainable, growth-driven companies that aim to maximize shareholder equity [1] - Amrita has a background in high-growth supply-chain start-ups and has experience working with venture capital firms, which has contributed to her investment acumen [1] - The newsletter "The Pragmatic Optimist," co-founded by Amrita, emphasizes portfolio strategy, valuation, and macroeconomics, aiming to make financial literacy accessible [1] Group 2 - The article mentions a previous "buy" rating on Twilio Inc. (NYSE: TWLO) following a selloff after Q2 FY25 earnings, indicating a potential investment opportunity [1]

Group 1 - The REIT Forum offers exclusive investment ideas and access to subscriber-only portfolios [1] - Amrita leads a family office fund in Vancouver focused on sustainable, growth-driven companies that maximize shareholder equity [2] - The Pragmatic Optimist newsletter, co-founded by Amrita, emphasizes portfolio strategy, valuation, and macroeconomics [2] Group 2 - Amrita has experience in high-growth supply-chain start-ups and has worked with venture capital firms to enhance user acquisition [2] - The newsletter has been recognized as a top finance newsletter and aims to simplify financial literacy and macroeconomic concepts [2]

Hello everyone. Risk assets and safe haven assets, they're both going higher at the same time. We're going to unpack why.Prediction markets may be telling us when the government shutdown's going to end. And the latest humanoid videos, it's going to blow your mind. And the future is already here.We're live today from the desk of Anthony Pompiano. [Music] Before we get into today's episode, I need your help. My goal is to get to 1 million subscribers on YouTube, and the people are saying it's not possible.But ...

put differently: if your main input signal is the price chart and "macro", you will almost always be late, by definition ...

I sat down with Jeff Park (@dgt10011) to go on a macro global tour — from Argentina to China to London and back to the U.S. — breaking down what’s happening in different economies.We cover why the US dollar, gold, bitcoin, and global swap lines all matter right now. We also discuss market sentiment, bitcoin’s recent price action compared to gold, and whether investors should actually be worried.Enjoy!YouTube: https://t.co/HpOaePgN0nApple: https://t.co/FSG1ZzxsfiSpotify: https://t.co/aVz0xsg8GWTIMESTAMPS:0:0 ...

Microeconomics is the study of decisions made by individuals and businesses. Macroeconomics looks higher up at national and government economic decisions. https://t.co/8xaZgIGgfQ ...

Market Prediction - The industry predicted a macro top at $68 thousand in 2021 [1] - The industry predicted a macro bottom at $18 thousand in 2022 [1] - The industry predicted a macro top at $125 thousand in 2025 [1] - The industry forecasts a macro bottom between $60 thousand and $70 thousand [1]