Jonathan Baird joins us in the China Shop this week to discuss his Global Investment Letter, a monthly journal that comments on capital markets around the world. Dan and Kyle try their best to bring up a current event/investing topic he wasn't well versed in... From Ukraine to interest rate hikes and even Turkey's currency issues, listen along and find out just how Jonathan was able to manage multiple #1 ranked funds!About JonathanJonathan created the Global Investment Letter to examine capital markets around the world. Geopolitical trends are explored and their potential impact on markets is discussed. In addition, articles on various other topics that may aid an investor, such as investment philosophy, book reviews etc. are included periodically. An effort is made to keep jargon to a minimum.During his career, Jonathan managed three different #1 ranked funds, most recently in 2010 when he won a Lipper Award for the best global equity fund in Canada. The same curiosity about the world that attracted him to money management in the first place certainly aided his investment decisions, since a good investor should have a practical knowledge of a range of disciplines, including economics, psychology, geopolitics and history.Guest Links:The Global Investment LetterSocials:Follow on LinkedinIf you like our show, please let us know by rating and subscribing on your platform of choice!If you like our show and hate social media, then please tell all your friends!If you have no friends and hate social media and you just want to give us money for advertising to help you find more friends, then you can donate to support the show here!2 Bulls Discord:https://discord.gg/Q8hft2zMTMAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related