When it comes to money, markets and macro, I’ve seen a lot.
In a career spanning more than 15 years, I’ve structured derivatives on the trading floor and been the head of research at a +$200bn fund. I take a top-down approach, piecing together trends and applying macroeconomic principles to my investments.
I’ve been on Bloomberg, Reuters, CNBC, Business Insider, CNN and more. I now live in Canada, so I combine a South African flavour with a global perspective on investment ideas and strategy. You can read my work on moe-knows.com and you should follow me on Twitter and LinkedIn.