Global Macro Investing
Top-down positions in currencies, rates, commodities and indices driven by policy and credit cycles.
10 books · 27 people behind it
Start here
- More Money Than GodSebastian Mallaby, 2010
- Big Debt CrisesRay Dalio, 2018
- The Alchemy of FinanceGeorge Soros, 1987
The people behind it 27
Each person holds a book in this entry or names it in their own tags.
Investors 12
George Soros1 book hereJD
Jack D. Schwager1 book here
Ray Dalio1 book hereJG
James Grantnamed in their tagsAI
Antti Ilmanennamed in their tagsBB
Barton Biggsnamed in their tagsEC
Edward Chancellornamed in their tags
Jim Rogersnamed in their tagsJH
John Hussmannamed in their tags
Paul Tudor Jonesnamed in their tags
Prem Watsanamed in their tagsSD
Stanley Druckenmillernamed in their tagsFounders 1
Academics 7
BE
Barry Eichengreennamed in their tags
Campbell R. Harveynamed in their tagsMF
Milton Friedmannamed in their tags
Nassim Nicholas Talebnamed in their tags
Robert J. Shillernamed in their tags
Jeremy Siegelnamed in their tagsJE
Joseph E. Stiglitznamed in their tagsJournalists 7
JD
Jack D. Schwager1 book hereSM
Sebastian Mallaby1 book hereJG
James Grantnamed in their tagsRL
Roger Lowensteinnamed in their tags
Andrew Ross Sorkinnamed in their tagsBB
Barton Biggsnamed in their tagsEC
Edward Chancellornamed in their tagsBooks 10
George Soros · 1987 · Reflexivity, plus a real-time trading diary of the theory in use.
Sebastian Mallaby · 2010 · History of the hedge fund industry with macro at its centre.
Jack D. Schwager · 2012 · Post-crisis interviews, several with macro and systematic managers.
Ray Dalio · 2018 · Template for deleveragings with forty-eight case studies.
William Proctor · 1983 · Templeton's method: buying at the point of maximum pessimism worldwide
Steven Drobny · 2006 · Interviews with macro managers about how positions are actually built.
Lauren Templeton, Scott Phillips · 2008 · How Templeton bought maximum pessimism across global markets.
Steven Drobny · 2010 · The same managers after 2008, on what risk management survived.