If you've always wondered about how professionals invest in the stock market or what drives market outcomes, this is well worth the watch/listen.
As a hedge fund manager, Marcel is always watching markets and news around the world to understand how everything that's going on could affect financial markets and his portfolio. He's been working in markets for 28 years with some of the world's largest institutions such as Goldman Sachs in London and hedge funds in Switzerland. We met here in Brisbane when he was back in between working stints overseas.
You'll see him unpack how the Ukraine War has affected specific countries around the world and how he sees the future playing out in order for Russia to continue to be able to deploy its natural resources to major players such as China without the ability to trade in USD denominated commodity futures contracts.
You'll also see his view of how we ended up in this inflationary environment and how he expects the resulting interest rate rises could affect our housing market as well as global financial markets.
I studied Finance and Economics at University and sat in on plenty of investor presentations while I was a stockbroker but I learned more during this conversation than I ever did within a couple of hours in either of those arenas.
Hopefully you also find it helpful.