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 Black Snow Capital

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October 10, 2018
Alexander Campbell

Black Snow Capital at the CFA's 3rd Annual Macro Outlook

October 10, 2018
Alexander Campbell

Topics:

  1. What is your general investment philosophy?

  2. The shift to passive management

  3. Is the yield curve a good predictor of recessions?

  4. Impact of a stronger dollar

  5. Rising tariffs and protectionism

  6. Is the market short volatility?

  7. What is the single biggest risk to the global economy?

October 10, 2018
Alexander Campbell

Alexander Campbell

Bubbles
The Dollar (part 2)
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