Podcast: How Interest Rates Shape The Rise And Fall Of Nations
The most important ideas you need to understand in macro
Main Idea:
Interest rates are inherently linked with the rise and fall of nations. If you understand WHY interest rates are moving and HOW to position yourself, this is one of your greatest competitive advantages.
Interest rates and the currency are intricately linked and two sides of the same coin. All goods, services, and financial assets are denominated in the currency. When the denominator moves, there is an outsized impact on ALL aspects of the economy and financial markets.
This is what I covered in the podcast today:
VERY IMPORTANT ANNOUCEMENT:
There will be a price increase on the Substack on September 20th. I laid out the direction for the Substack here and why locking in the current price will guarantee you a spot in all the future upside of the macro research and trades shared here:
If you want to go through all the educational primers I referenced in the video, they are here:
The interest rate primer with all the resources is here:
The best is yet to come!