32: Contrarian Macro Investments with Chris MacIntosh

The Alt Asset Allocation Podcast

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/

In this conversation I sit down with Chris MacIntosh, managing partner at Glenorchy Capital, and author at capitalistexploits.at and have a wide-ranging conversation on how to position your investment portfolio.

Trends like Greenwashing are in full force, but have you analyzed what this really means for the associated investments?

Greenwashing is just one tiny piece of the bigger picture. What are the second order effects of these shifts and how do you position your portfolio accordingly?

Chris is incredibly knowledgeable about these topics and goes into into why many materials, like Copper or Nickel, might be poised for more upside over the coming years and why investors should be bullish on Energy in general.

Enjoy this conversation with Chris MacIntosh

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