Tomorrow's People

On the evening before November CPI numbers came out, Gavin chats to Lucy about how markets seem to be playing out another "do the opposite" scenario. Gavin's Twitter follow this week: @BearForce_Won This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com

The dispersion of views from Wall Street strategists has never been this great since 2009. This week, Gavin discusses what he saw in the markets this past week across US Treasury bonds, S&P 500, Dow, oil etc to give listeners some frame of reference when looking at the data and charts, Gavin's Twitter follow this week: @EastWest_Advice This is a public episode. If you would like to discuss thi...

The most dangerous words in finance are, "this time it's different". This week, Gavin talks about why this time it's actually different and how the role of inflation and the fed hiking cycle could potentially impact risk assets. Gavin's Twitter follow this week: @LynAldenContact New episodes released every Sunday. This is a public episode. If you would like to discuss this with other subscribers o...

This week all eyes have been focused on Asia as the G20 concluded in Bali. Gavin also spent the week in Singapore and returns to talk with special guest and Asia expert Will Zhao on what's happening across the SEA region. Will is the CEO and Co-Founder of Yaru Ventures, and has over 15 years of experience across e-commerce, investment strategy and brand development to successfully lead the expansi...

Off the back of last week's FOMC rate hike, this week feels like a lifetime of activity. This week, Gavin and I talk about the latest CPI move, and how that is changing the trajectory of the markets as we look to year-end. Gavin's Twitter follow this week: @GavinSBaker New episodes released every Sunday. This is a public episode. If you would like to discuss this with other subscribers or get acce...

Everyone's got a plan until they get punched in the face. This week, Gavin and I discuss the Fed's post-FOMC rate hike, the opportunities (if any) in current markets, Gavin's best trade (not financial advice), as well as what to expect in Tomorrow's News. Gavin's Twitter follow this week: @LukeGromen Join us on the BFA discord to continue the conversation: https://discord.com/invite/68hp37W2gt Thi...

A big week in the S&P 500, with companies announcing their quarterly earnings. Will history repeat itself? This week, we talk about what the performance of AMZN, META, NFLX, and MSFT means for investors, as well as what to expect in Tomorrow's News. Gavin's Twitter follow this week: @elonmusk Join us on the BFA discord for more conversations like these and to ask any questions: https://discord...

Truss' resignation and the conclusion of the National People's Congress. This week, Gavin and Lucy chat about how the markets are being affected by some big world news, as well as what Gavin's looking ahead in Tomorrow's News. Gavin's Twitter follow this week: @Concodanomics Join us on the BFA discord for more conversations like these and to ask any questions: https://discord.com/invite/68hp37W2gt...

Thursday's Consumer Price Index reading saw CPI rose 8.2 percent in September, higher than expected despite recent Fed rate hikes. This week, Gavin provides his readout and commentary on what it means for investors. Gavin's Twitter follow this week: @MacroAlf Join us on the BFA discord for more conversations like these and to ask any questions: https://discord.com/invite/68hp37W2gt This is a publi...

Markets rallied at the start of this week with hopes for a fed-pivot. This week, Gavin discusses central banks' latest policy decisions around the world, the impact of China, the housing market and his Plan B, should the markets not get a Fed pivot Join us on the BFA discord for more conversations like these and to ask any questions: https://discord.com/invite/68hp37W2gt This is a public episode....

With the constant interplay between changing policy and current events, we're seeing very interesting market trends. This week, Gavin discusses his outlook, particularly on currencies, and ecommerce & tech securities. Join us on the BFA discord for more conversations like these and to ask any questions: https://discord.com/invite/68hp37W2gt This is a public episode. If you would like to discus...

We're a bit late, but finally here with episode #10 where Gavin shares "known unknowns" and "unknown unknowns" that investors should keep an eye on in the next few months, and what investors should be doing if they have a long term view! Join us on the BFA discord for more conversations like these and to ask your questions: https://discord.com/invite/68hp37W2gt This is a public episode. If you wou...

After the Fed's Jackson Hole Symposium, the markets are responding in interesting ways. Here's Gavin's update on what's been happening in the markets and how he's adjusting his perspectives of what's going to be in tomorrow's news. Join us on the BFA discord for more conversations like these and to ask your questions: https://discord.com/invite/68hp37W2gt This is a public episode. If you would lik...

In today's episode, Gavin explains how the market might react to ETH 2.0 and ETH PoW after the merge. This episode is a part of our mini-series on the upcoming Ethereum merge. Over 3 short episodes, we discuss how ETH is set to be deflationary after the merge, what the merge is, and what the implications of the merge are. Join us on the BFA discord for any questions you have and more conversations...

In today's episode, Gavin & I go over the basics of the merge—what it is, why it's called that and what we can expect in the crypto space because of it! This week Gavin & I are chatting about the upcoming Ethereum merge. Over 3 short episodes, we're going to discuss how ETH is set to be deflationary after the merge, what the merge is, and what the implications of the merge are. Join us on...

This week Gavin & I are chatting about the upcoming Ethereum merge. Over 3 short episodes, we're going to discuss how ETH is set to be deflationary after the merge, what the merge is, and what the implications of the merge are. Join us on the BFA discord for any questions you have and more conversations like these: https://discord.com/invite/68hp37W2gt This is a public episode. If you would li...

This week, Gavin catches us up on the new movements in the market and explains what the markets are predicting will happen in the next couple months, and the next couple years. We also touch on the opportunities in Bitcoin, the workings of Ethereum and what positions Gavin is holding right now. Join us on the BFA discord for more conversations like these and to ask your questions: https://discord....

This week, Gavin catches us up on the new movements in the market and explains what the markets are predicting will happen in the next couple months, and the next couple years. We also touch on the opportunities in Bitcoin, workings of Ethereum and what positions Gavin is holding right now. Stay tuned for the full episode tomorrow, Sunday 14th August! This is a public episode. If you would like to...

This week, Gavin discusses whether we're seeing a bear market rally, what's probable in the markets in the next 18 months, and what all this means for investor positioning. Gavin also shares which assets and equities are giving him early glimmers of spring. Join us on the BFA discord for more conversations like these and to ask your questions: https://discord.com/invite/68hp37W2gt This is a public...

Wondering what's so new about this new regime? Here's a deeper look into unemployment and possibly why it's providing a buffer from recession. Join us on the BFA discord for more conversations like these and to ask your questions: https://discord.com/invite/68hp37W2gt This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobal...

After the Fed's 4th rate hike, the markets are responding in an unprecedented way. Here's Gavin's take on what we might be seeing, what's causing it, and where the probabilities lie going forward. Join us on the BFA discord for more conversations like these and to ask your questions: https://discord.com/invite/68hp37W2gt This is a public episode. If you would like to discuss this with other subscr...

Amidst the recent fed rate hike, unemployment lows, and rallying stock market, have we entered a new paradigm? Here's a peek from this week's episode of Tomorrow's News. For more conversations like these, join the BFA discord server: https://discord.gg/U5qUxyYVFq This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinves...

This week Gavin answers a question about Sub-Saharan economies, shares what he thinks is the most mis-priced asset class right now, and tells me about a stock he wishes he'd bought earlier. Join us on the BFA discord for more conversations like these and to ask any questions you may have: https://discord.gg/68hp37W2gt This is a public episode. If you would like to discuss this with other subscribe...

Catch the full episode on July 21st! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com

Gavin joins us from LA this week. We're catching up on what's contributing to the recession, how wage inflation and consumer spending are snowballing, Gavin's optimism in the equity market and bitcoin. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com