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The audio edition of Investment Musings, by Nuno Amado Mendes, CFA. Cross-asset macro and markets in a plain, FT-neutral voice with a deliberately adversarial edge – every thesis carries the level at which it would be wrong. Less news, more thinking.
Unknown Host hosts Investment Musings.
A ~$10bn military just deterred a ~$1tn one – no bomb, just a strait. It may be the biggest "TACO" yet: not a tariff walked back, but a war. Episode 3 of Investment Musings reads the Iran climbdown as the opening note in
Kevin Warsh, the new Fed chair, wants to kill inflation – and the convenient version of that story is that AI will do it for him. This week's leaked OpenAI accounts show who is actually paying: the disinflation everyone
Low volatility is not the absence of risk – it is risk moved somewhere it no longer has to be counted. This episode argues that the AI build-out is the largest version of that trade ever built. It starts with the 2018 co
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Investment Musings is hosted by Unknown Host. The show is categorised under Business and has published 0 episodes.
Investment Musings regularly covers Business, Investing. It sits in the Business category.
Investment Musings is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Investment Musings hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Investment Musings average 8 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Investment Musings's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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