Sean McGould – the founder/CEO of the Lighthouse Group – an approximately $17 billion investment management firm. Prior to Lighthouse, Sean was the Director of the Outside Trader Investment Program for Trout Trading Management Company. Before joining Trout, he worked for Price Waterhouse in auditing and corporate finance. In this podcast we discuss:

The Multi-Strategy Investment Approach
The Selective "War for Talent"
Adapting to Trump 2.0 Volatility
Targeting Real Returns vs Gold
AI: A Digital Tool, Not a Total Bubble
Redefining Value in the Digital Age
Japan's Shareholder Value Pivot
Centralised Planning Risks in China
Patience in Tight Credit Markets
The 2026 Macro Outlook

You can get more information on Sean's firm here

The commentary contained in the above article/podcast does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.

Ep. 344: Sean McGould on Multi-Strategy Investing, Trump 2.0, and the AI 'Digital Tool' Era

Macro Hive Conversations With Bilal Hafeez