{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/6895839df9482328d0e7a04c/6a03d7d592e9663a6f314425?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Episode 4: Michael Bogoevski | What the best traders are doing + how to trade in a 'fractured' world, geopolitical shifts, macro investing & the rise of AI.","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/6895839df9482328d0e7a04c/1778636602756-fd256999-ab0b-45d1-90e5-c60d85a48c69.jpeg?height=200","description":"<p>In this episode of <em>Make Your Move</em>, Michael Bogoevski, Head of ECM Asia at Barclay Pearce Capital, joins Peter Esho to discuss navigating a \"fractured world\". Drawing on over 25 years of experience ranging from quantitative analysis to institutional sales, Michael shares his holistic, macro-driven approach to investing. The discussion covers the critical importance of risk management, the evolution of global liquidity since the GFC, and high-conviction themes in energy, gold, and the burgeoning AI \"exponential age\".</p><p> </p><ul><li>00:00 Introduction: The Biggest Sin in Trading</li><li>00:55 Michael's Professional Background</li><li>07:16 A Holistic Vantage Point and Macro Investing</li><li>09:52 Institutional Investing and Risk Control</li><li>11:24 The Concept of a \"Fractured World\"</li><li>18:28 Macro Theme: Energy Markets and AI Requirements</li><li>24:48 Macro Theme: Gold, Crypto, and the \"Exponential Age\"</li><li>31:31 The AI and Technology \"Melt Up\"</li><li>39:01 The Barbell Approach: Critical Minerals and Copper</li><li>40:51 Market Indicators and Reputable Brokerage</li><li>45:45 Final Remarks: Self-Study and Maturity</li><li>49:05 Audience Q&amp;A: Adjusting for Volatility</li><li>52:13 Conclusion</li></ul><p><br></p>","author_name":"Blueberry"}