Episode 004 | What We Talk About When We Talk About Macro - 
In this important 40-minute chat, Neil Rose and Arthur Mallet talk about all things macro and macro-investing. The two address important concepts shaping Regency Capital's approach to investing, the advantages and pitfalls of macro, and the evolution of Neil's macro education.

Also discussed in this episode:

• The rise of ESG investing
• Bubbles and absurdities in today's market
• Inflation
• The biggest macro question of all
• Current investment strategy

Thanks for listening!