#387 – Whitney Baker, Totem Macro – How To Play A Once-In-A-Generation Opportunity in Emerging Markets

<p>In episode 387, we welcome our guest, <a href= "https://www.linkedin.com/in/whitney-baker-36b59617/"><strong>Whitney Baker</strong></a>, founder of Totem Macro, an EM macro consultancy and hedge fund advisory boutique.</p> <p>In today’s episode, Whitney shares her flows based macro lens for looking at the markets, one she honed at famed shops like Bridgewater and Soros Fund.  She says we’re experiencing a cyclical and secular regime change that the market has yet to adjust to.</p> <p>Then Whitney shares why she believes the US is in an once-in-a-lifetime bubble…and at the same time have a once-in-a-generation value opportunity in broad sections of EM. We touch on the implications of this for both foreign and domestic markets and hear where she sees opportunity.  </p> <p>Whitney shared one of her recent research pieces which are normally only for a <em>select</em> number of the world’s most sophisticated investors, so be sure to check it out <a href= "https://mebfaber.com/wp-content/uploads/2022/01/TOTEM-MACRO-2021.12.13-Put-Down.pdf"> <strong>here</strong></a>. It – is – fire.</p> <p>-----</p> <p>Follow Meb on <a href= "https://twitter.com/MebFaber">Twitter</a>, <a href= "https://www.linkedin.com/in/mebanefaber/" target="_blank" rel= "noopener">LinkedIn</a> and <a href= "https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w">YouTube</a></p> <p>For detailed show notes, click <a href= "https://mebfaber.com/2022/01/31/e387-whitney-baker/">here</a></p> <p>To learn more about our funds and follow us, subscribe to our <a href= "https://theideafarm.us1.list-manage.com/subscribe/post?u=6750faf5c6091bc898da154ff&id=7249739cdb" target="_blank" rel="noopener">mailing list</a> or visit us at <a href= "http://www.cambriainvestments.com/">cambriainvestments.com</a></p> <p>-----</p> <p>Today’s episode is sponsored by <a href= "https://theideafarm.com/">The Idea Farm</a>. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and m