I speak with my a great voice of independent research in London on the topics of using alternative data for FX and macro research for quantitative strategies. We talk a lot about Saeed’s well known work in macro-economics, in FX research, as well as his well known and regarded book.
Mega themes, mega companies: The trillion-dollar thesis
The world's largest companies aren't just dominant because of their size - they're also the primary vehicles for the structural themes reshaping economies, from artificial intelligence to cyber security and defence.
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