Fundamentals Tightening Under The Covers (Guests: Paulo Macro & Kuppy)

This podcast episode explores the benefits of having a multidisciplinary background in the field of finance. The speakers discuss the advantages of a musical background in developing mathematical and communication skills, share personal experiences of how playing musical instruments has contributed to their success in finance, and highlight the importance of communication skills and risk management in the industry. They also discuss the evolution of the sell-side trading job, the concept of fiscal dominance, and the challenges central banks face in addressing a potential second wave of inflation. The episode covers various market dynamics, including the current market conditions, the performance and sentiment surrounding gold, and the interest in gold from China. The speakers also discuss their views on investing in different countries, such as China and Mexico, and share their thoughts on various topics, including momentum chasing in the market, the long-term trends in commodities, and the challenges of admitting mistakes in trading and investing.