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Andrew Perry is the creator of Macro Pillars, a macro research product servicing a bespoke selection of global banks, hedge funds, and sophisticated investors. He has over 35+ years of experience in markets, including as a Portfolio Manager at Tudor Investment Corporation under Paul Tudor Jones, and later as a Managing Director and Portfolio Manager at Nomura. In this podcast, we discuss:

The Five Pillars of Global Macro
The Move Index: The Ultimate Indicator
Non-Traditional Liquidity and Market Plumbing
Australia's "Lucky Country" Crisis
From Supply Shock to Demand Shock
The Significance of "Critical Dates"
Risk Management and Emotional Resilience
US Equity Outperformance and Policy Makers