Anatole Kaletsky
Chief Economist and Co-Chairman of Gavekal Dragonomics and Chairman of the Institute for New Economic Thinking
Book Recommendations:
Recommended by Anatole Kaletsky
“'This bold and lucid book provides a welcome antidote to fashionable cynicism claiming that stock market movements have become irrational, and economic policies incomprehensible. McGee offers a clear and practical explanation of the fundamental forces driving financial markets and cuts through the cacophony of talking heads who cannot distinguish the random noise of market hysteria from the valuable investment signals provided by serious analysis of business cycles, monetary policies and structural change in the economy. For anyone with substantial assets invested in financial markets, this book could be literally worth its weight in gold.'” (from Amazon)
Robert T. McGee(you?)
The absolute and relative performance of various asset classes is systematically related to macroeconomic trends. In this new book, Robert McGee provides a thorough guide to each stage of the business cycle and analyzes the investment implications using real-world examples linking economic dynamics to investment results.