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Episode 3: Stephen Isaacs - Macro Strategist and Advisor to Alvine Capital - Confessions of an Unapologetic Contrarian
Manage episode 414792308 series 3570901
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Stephen Isaacs is a strategic advisor to Alvine Capital, and an angel investor who has held a number of roles as non-executive director and chair and is a frequent commentator on macro and economic matters. We wanted to sit down with him to get insights into his current macro reviews and peel back the layers a little to ask about his approach to the economy and investing and gather some lessons learned from past setbacks.
We start by discussing the approach Stephen takes to investing and to distilling macro noise into investable theses. We look at his own biases which get in the way of him being truly long-term, and look at some fixes to protect us from our worst tendencies as investors, which usually involve an overly acute focus on the short term.
Our conversation then goes free-range, we discuss topics as diverse as governance, the upcoming US election, the behaviour of commodities, absolute return funds and traditional portfolio protection hedges.
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