Craig Ferguson is the Director of Strategy at Antipodean Capital. He sat down with Owen Rask and Drew Meredith
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on The Australian Investors Podcast to talk macro and global markets.
Craig formerly worked with JP Morgan (1994-2003) as a currency and bond trader, and was head of their cross-market technical analysis group between 1999-2003 when his group was regularly ranked top three in the world.
Topics covered with Craig Ferguson:
- Can you describe the current environment in a sentence?
- Explain what Antipodean Capital does? And why the name?
- What does a typical day look like for a macro forecaster?
- Biggest mistakes that even the smartest investors tend to make
- Define the concept of tactical vs strategic asset allocation? Is it becoming more important?
- Who needs this type of decision-making support?
- What are some of the best and worst calls of your career?
- What are Craig’s views on the market today? Bonds vs. equities, US dollar, the outlook for policy, inflation changes?
- Markets always tilt to hyperbole, how do you look through this?
- What’s the best tactical opportunity in fixed income and equities and alternatives today?
