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Investment Ideas
Investment Ideas
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All-In Podcast

If you don't watch/listen to the All-In Podcast then there is a serious gap in the resources you draw on for educational content. The caliber of the guys on here are out of this world and if you want to ensure you have a proper view of the world/generate some great investment ideas then this is a great source. On top of that, the amount of views on each of the Youtube videos is seriously lacking which means the majority of people are not following it, aka you have an edge with the information they talk about. 

https://www.youtube.com/channel/UCESLZhusAkFfsNsApnjF_Cg

Keep learning! Keep adapting! Always refine your edge!

Tuesday 1/26/2021

  • Wild markets
  • Gamestop
  • Reinforcing good habits
  • Clear head
Weston NakamuraVisionary
Real Vision Exchange Manager, Programming and Community Engagement

📙 Let’s Keep Democratizing Finance, Shall We? Jan 2021 Buyside Research

Jan 2021

Goldman Sachs Markets Update: 2021 Global Growth Outlook

Morgan Stanley 2021 Macro and Strategy: A Global Recovery in Sync
JP Morgan Asset Management Guide to the Markets – Q1 2021 (US version)

JP Morgan Asset Management Guide to the Markets – Q1 2021 (UK version)

JP Morgan Asset Management Guide to the Markets – Q1 2021 (Australia version)

JP Morgan Asset Management Guide to the Markets – Q1 2021 (Europe version)

JP Morgan Asset Management Guide to the Markets – Q1 2021 (Latin America version)

JP Morgan Asset Management Guide to the Markets – Q1 2021 (Asia version)

JP Morgan Asset Management 2021 Long-Term Capital Market Assumptions

2021 Global Alternatives Outlook (JP Morgan Asset Management)

MFS: 2021 Key Themes for the Year

NN Investment Partners Outlook 2021: ''Back'' to a new future

Invesco - Will US dollar weakness last?

KKR Global Macro Trends: Another voice

MetLife Investment Management A Multispeed Recovery – 2021 Global Risks
PGIM Annual Best Ideas: The future in focus

Wellington Management, Biden Agenda: The first 100 days and beyond

Wellington Management, Video: Navigating a noisy 2021 – Politics, policies and portfolios

Moodys Analytics, The Biden Fiscal Rescue Package: Light on the horizon

PwC, Asset and Wealth Management: Towards a new normal

State Street, Private Equity Analysis – Why less is not more

PineBridge Investments: Capital Market Line: Bubble, or structural imbalance?

Lazard AM: Outlook on the United States


Wells Fargo AM - Market Optics Chartbook Q4 2020: Visualizing data

Research Affiliates, Factor Returns' Relationship... (More)

Great Resource!

This is an exceptional resource with a lot of really good indicators. If you don't want to pay for Sentiment Trader, use this. 

https://www.bullmarkets.co/

#alwayssaveresources