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

Black Snow Capital Founder and CIO Alexander Campbell on the outlook for global markets in an era of tightening.

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?