Whitney Baker, Totem Macro – Put Down (The Best Investment Writing Volume 6)

<p>Today’s episode features <strong><a href= "https://twitter.com/TotemMacro">Whitney Baker</a></strong> reading her piece, <a href= "https://mebfaber.com/wp-content/uploads/2022/01/TOTEM-MACRO-2021.12.13-Put-Down.pdf"> <strong>Put</strong> <strong>Down</strong></a>. Whitney is the founder of Totem Macro, which leverages extensive prior buyside experience to create unique research insights for an exclusive client-base of some of the world’s preeminent investors. Previously, Whitney worked for Bridgewater Associates as Head of Emerging Markets and for Soros Fund Management, co-managing an internal allocation with a dual Global Macro (cross-asset) and Global Long/Short Financial Equity mandate.</p> <p>The Best Investment Writing series features top research pieces that we’ve shared via <a href="https://theideafarm.com/">The Idea Farm</a> in the past year. Subscribe <a href= "https://theideafarm.us1.list-manage.com/subscribe?u=6750faf5c6091bc898da154ff&id=ac58d173d8"> <strong>here</strong></a> so you get these sent to you each week.</p> <p>Check out the past series of The Best Investment Writing below:</p> <p><a href="https://mebfaber.com/2021/12/27/biw5/">Volume 5</a></p> <p><a href= "https://mebfaber.com/2021/01/04/the-best-investment-writing-volume-4-selected-writing-from-prominent-investors-and-authors/"> Volume 4</a></p> <p><a href= "https://mebfaber.com/2020/01/06/the-best-investment-writing-volume-3-selected-writing-from-prominent-investors-and-authors/"> Volume 3</a></p> <p><a href="https://amzn.to/3O4QyY9">Volume 2</a></p> <p><a href="https://amzn.to/3z6rcEZ">Volume 1</a></p> <p>-----</p> <p>Follow Meb on <a href= "https://twitter.com/MebFaber"><strong>Twitter</strong></a><strong>, <a href= "https://www.linkedin.com/in/mebanefaber/">LinkedIn</a></strong> and <a href= "https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w?sub_confirmation=1"> <strong>YouTube</strong></a></p> <p>For detailed show notes, click <a href= "https://mebfaber.com/2022/09/09/biwv6-whitney-baker/"><strong>here</strong></a></p> <p>T