logo
episode-header-image
Jan 2023
1h 8m

#104 Jonathan Baird: Macro Fundamentals ...

Steven Goldstein & Mark Randall
About this episode

We're delighted to welcome back a friend of the show Jonathan Baird, an award-winning money manager and publisher of the Global Investment Letter, who speaks and writes about macro themes in markets based on this his many decades of experience in this area. 

2022 was the year when having a handle on the macro-economic narrative was to prove hugely advantageous. Understanding the macro and building it into your read of the markets is vital for traders who wish to gain an edge in markets whilst seeking to insulate themselves from market shocks. 

In this episode we talk about how to be more aware of these factors in markets, and how to combine and successfully fuse macro fundamental analysis, market valuation, technical analysis, and market sentiment into a coherent risk approach.

Learn more about the Global Investment Letter at: https://www.globalinvestmentletter.com/

Jonathan's Social media feeds:
Linkedin: https://www.linkedin.com/in/jonathanbaird88
Twitter: https://twitter.com/JonathanBaird88
________________________________________________________________________________________

AlphaMind Podcast Sponsor: TradeStation International

TradeStation International offers users access to the outstanding TradeStation Global platform, a multi-asset trading platform with access to international markets. Traders can leverage TradeSatation's superb professional-grade tools like RadarScreen®, The Matrix, and EasyLanguage® an intuitive coding language for traders.

With TradeStation there are no hidden price spreads - just transparent, low commissions. Click here to find out more and open an account.

TradeStation International Ltd is authorized and regulated by the Financial Conduct Authority (“FCA”) in the United Kingdom, acts as an Introducing Broker to Interactive Brokers (U.K.) Ltd. The firm does not provide investment advice or trading recommendations. Investment and trading involve risks, including possible loss of principal.

AlphaMind Podcast Sponsor:  The Society of Technical Analysts (The STA):

The Society of Technical Analysts provide world beating technical analysis education programmes and offer outstanding membership services with regular talks and meetings. Their Home Study Course is based on the Diploma Programme they deliver to students at the London School of Economics and has been created by many of the leading minds in the field of technical analysis.

AlphaMind Podcast listeners can obtain a 10% discount on the Society of Technical Analysts world-beating Home Study Course at this link: bit.ly/3r3TawO

AlphaMind Links

Twitter: Steve Goldstein - Mark Randall
To know more: https://linktr.ee/AlphaMind101
Our Newsletter: https://alphamind101.substack.com/

AlphaMind: Powering Performance in Global Markets
AlphaMind brings powerful change, growth and development to people and businesses within global markets.
Driven by a deep understanding of how markets work, and how people and businesses function within them, we partner with clients to create personal performance improvements that elevate returns across their trading activities.
Go to the AlphaMind website to know more.

Up next
Aug 7
#149 Blayn Marshall: A Younger Trader’s Journey and Perspective on Developing Systematic Trading Strategies
Welcome to episode 149 of the AlphaMind Podcast. Unlike most episodes that feature seasoned traders with decades of experience, today we’re delighted to speak with Blayn Marshall, someone who is still in the early chapters of his trading career, navigating the initial challenges ... Show More
56m 23s
Jul 16
#148 The Shame Barrier: How Shame Undermines Your Trading Performance
In this episode of the AlphaMind Podcast, host Steven Goldstein delves into the often overlooked yet highly disruptive force of shame, especially in the world of trading.Steven explores how shame can well up from feelings of inadequacy and failure, and how it can undermine confid ... Show More
45m 3s
Jun 26
#147 Mark and Steve - How Coaching Catalyses High Performance in Trading!
In this enlightening episode of 'The AlphaMind Podcast,' hosts Mark Randall and Steven Goldstein—seasoned market professionals turned performance coaches—explore how coaching can revolutionize trading performance.Mark and Steve discuss, for the benefit of the audience, how coachi ... Show More
45m 15s
Recommended Episodes
Sep 2024
Driving Behaviors for Business Success
Susan Moore and, guest co-host, Fabricio Laguna (The Brazilian BA) introduce the concept of driving behaviors for business success, using the upcoming World Management Agility Forum conference as a backdrop. They are joined by Hugo Lourenco, founder of World Management Agility Fo ... Show More
1 h
Jan 2025
Insights from Investment Banking: Steve Hunter’s Advice for Private Equity and Business Owners
Sean Mooney sits down with Steve Hunter, Managing Director at TM Capital, to discuss the nuanced world of M&A, the key ingredients for creating value in a business, and what both buyers and sellers need to know for a successful deal. Steve offers practical advice for private equi ... Show More
56m 57s
Jan 2025
Resilience in Business: Tom Shipley’s Insights on Growth, Strategy and Building Iconic Brands - CFR #746
In this episode of ClickFunnels Radio, hosts Ben and Chris welcome Tom Shipley, a seasoned expert in the beauty product industry with a remarkable track record of generating over $2 billion in sales through infomercials and innovative marketing strategies. Tom shares insights int ... Show More
50m 45s
Oct 2024
How to Transform Customer Experience into a Strategic Advantage w/ David Ewing
On this episode of the Strategy and Leadership podcast, Anthony Taylor engages with David Ewing, CEO of Motiv and President of EO Austin, in a compelling discussion on the importance of customer experience as a strategic initiative. David shares insights from his two decades of e ... Show More
20m 49s
Aug 2024
How To Build A Data Driven Culture In HR
Join us in this HR Leaders episode as we explore the transformative power of integrated data in enhancing skills development and employee engagement. Top experts delve into how leveraging people data is essential for boosting ROI, from improving talent acquisition to strengthenin ... Show More
45m 5s
Nov 2024
Achieve Business Goals
Welcome to another episode of Accelerate Your Business Growth! In today's insightful discussion, our host Diane Helbig sits down with leadership expert Ron Karr to explore how to turn your vision into reality through effective leadership and employee engagement. Ron emphasizes in ... Show More
38m 8s
Feb 2025
The Key to Sustaining an Enduring Competitive Advantage
It’s a holy grail for many businesses—the search for sustainable competitive advantage. But Chris Zook points out that it’s elusive for most companies. He notes that less than one in 10 companies even achieve a modest level of sustained and profitable growth over a 10-year period ... Show More
18m 55s
Dec 2024
Understanding Business Valuation
Welcome to another insightful episode of "Accelerate Your Business Growth." Today, we have the privilege of hosting Martha Sullivan, a former systems consultant turned CPA, CFO, COO, and profit and value growth strategist. As the head of Providence Hill Consulting, Martha aids bu ... Show More
42m 28s
Oct 2024
Getting Started in Business Analysis
In this episode of Business Analysis Live, Susan Moore, Community Engagement Manager at the International Institute of Business Analysis (IIBA), is joined by guest co-host Andy Grazebrook, IIBA Partner Manager for Europe, to explore how to get started in business analysis. They t ... Show More
51m 46s
Sep 2024
Mastering Brand Strategy in the CPG Industry w/Kathy Guzmán Galloway
In this episode of the Strategy and Leadership podcast, host Anthony Taylor sits down with Kathy Guzmán Galloway, an expert with two decades of experience in the consumer packaged goods (CPG) industry. They delve into the intricacies of building and maintaining successful brands, ... Show More
23m 12s