Sorry about the large gap between shows folks, but it’s worth the wait, because I’ve finally managed to get Charlie Morris on the show.
Charlie was a successful fund manager with HSBC for 17 years, but, this spring, he stepped down to ‘pursue other projects’. Charlie is one of the cleverest guys in the City. He knows his stuff. His macro calls have been consistently excellent. He’s well liked, well thought of and well connected. Listen to this man! He knows how things work.
His newsletter, Atlas Pulse, as well as being excellent, is free. You should all sign up - atlaspulse @ gmail.com
Warning the audio quality is terrible - apologies.
Here’s what he normally looks like:
And here he is during his 700k trek across Northern Spain.
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Finally, we get Charlie Morris on the show