March 4, 2025

2024 Q4 Quarterly Macro Review

We focus on the investment impact of Trump policy proposals regarding trade, taxes, immigration, and regulation. Listen to the commentary below, or by clicking here.

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On Volatility & Opportunity, part II

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2024 Q3 Quarterly Macro Review

2024 Q3 results are in—now we’ll explore where we stand and what’s next after the election.

2023 Q3 Quarterly Macro Review

It seems that we wake up each day to a new significant news story. It's hard to keep up. This quarter, we try to provide a relevant narrative out of the complex array of events bombarding us each day. Within that narrative, what does it mean for our investment allocations?