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Episode 41: Time to Get On Offense? With Erik Renander.

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Content provided by Mags. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mags or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The NASDAQ "was a balloon looking for a pin," the US is a "heroin addict" withdrawing from cheap money, and tariffs will NOT create "the next Great Depression." Those are the thoughts of Erik Renander, former hedge fund PM and author of the YWR Substack, who joins Maggie Lake on Talking Markets today. He shares why he thinks now is the time to be focusing on opportunities not problems, and where exactly he sees plenty of 'em.Read Erik's work here: https://www.ywr.world/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Substack: https://maggielake.substack.comConnect with me on Twitter: https://x.com/maggielake*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

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105 episodes

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Manage episode 477465289 series 3652908
Content provided by Mags. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mags or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The NASDAQ "was a balloon looking for a pin," the US is a "heroin addict" withdrawing from cheap money, and tariffs will NOT create "the next Great Depression." Those are the thoughts of Erik Renander, former hedge fund PM and author of the YWR Substack, who joins Maggie Lake on Talking Markets today. He shares why he thinks now is the time to be focusing on opportunities not problems, and where exactly he sees plenty of 'em.Read Erik's work here: https://www.ywr.world/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Substack: https://maggielake.substack.comConnect with me on Twitter: https://x.com/maggielake*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

  continue reading

105 episodes

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