Cold Sweat
Instead of a normal missive, I am sending all my clients today a very lightly edited internal email that I just shared with the whole firm. I hope that it illustrates to you some of the … “fear”… that we all share with each other behind closed doors here at BCA Research as colleagues and teammates. Hopefully you see some of it in our research as well. That “cold sweat” is a necessary part of anyone in research and strategy roles. Once we lose it, we become disconnected from our clients who are in the trenches and the frontlines.
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BCA Research | GeoMacro Strategy
The first investment framework integrating macroeconomics and geopolitics, led by Marko Papic, focused on the power dynamics that drive markets.
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