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Podcast: The Meb Faber Show - Better Investing
Episode: Whitney Baker, Totem Macro – How To Play A Once-In-A-Generation Opportunity in Emerging Markets | #387
Description: In episode 387, we welcome our guest, Whitney Baker, founder of Totem Macro, an EM macro consultancy and hedge fund advisory boutique.In today’s episode, Whitney shares her flows based macro lens for looking at the markets, one she honed at famed shops like Bridgewater and Soros Fund. She says we’re experiencing a cyclical and secular regime change that the market has yet to adjust to.Then Whitney shares why she believes the US is in an once-in-a-lifetime bubble…and at the same time have a once-in-a-generation value opportunity in broad sections of EM. We touc...