Colin Lancaster - Fed Policy and its Implications
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Colin Lancaster. After graduating from Princeton University and earning his Doctor of Law at Marquette University Law School, Colin started a career in the financial sector. In his twenty-five years as a Wall Street professional, he has run two of the highest-profile global macro businesses for the top-performing hedge funds in the world. He has worked directly for a number of the icons of the investing world. He is currently CIO at Matador Investment Management Limited. Previously, he was Head of Macro Strategies at Citadel, and prior to that, he was Head of Macro at Balyasny Asset Management. Additionally, he has managed investment operations in London, New York, Hong Kong, Singapore, Chicago and San Francisco. He is a proud husband and father of three girls and enjoy yoga and reading in my spare time. He's also the author of FED UP!, a fast-paced look inside the world of finance during the COVID-19 pandemic (https://amzn.to/3uXw1vm). As the greatest panic since the Great Depression, FED UP! tells the story of the 2020 market crash from inside the mind of a global macro trader. While shining a light on the largest policy issues confronting the U.S., FED UP! also provides an entertaining and humorous look at the guys and gals who are the new market operators.
Tune in to hear:
- What is Colin’s perspective on the extreme fear and greed that arose throughout the pandemic in 2020? These are constants within the market, but why were they of particular interest in this cycle?
- Are investors primed for misbehavior because of what we went through last year?
- Learn more about Colin’s new book Fed Up: Success, Excess and Crisis Through the Eyes of a Hedge Fund Macro Trader
- Colin believes that both Quantitative Easing and Central Banks have a net negative impact on the global economy. Why does the believe the current policy is failing?
- How can investors balance, or keep in tension, a critique of the fed with the reality that the narrative has frequently left people behind who were angry with the fed?
- There are lots of smart people that think racking up a national debt is relatively inconsequential, but Colin believes that it matters a great deal. What lead him to this perspective?
- How is the fed fueling wealth inequality with their current policies?
- What can we, as a nation, do differently to minimize the wealth gap?
- How would Colin have approached the pandemic differently, from a fiscal approach, if he was in charge of the fed?
- What qualities do great investment thinkers seem to share?
Web: www.colinlancaster.me
Compliance Code: 1795-OAS-6/4/2021