September 12, 2026Episode 1849 min
I am the House
In this episode, we discuss the rising interest rates, and asset prices implications in the near-term. We will also discuss geopolitics in Canada, Middle east, Ukrain, Europe and more.
Episodes
17
Latest episode
May 2025
Language
EN
About the show
Welcome to ”Total Convexity,” a weekly financial podcast that caters to professional finance individuals, high-net-worth investors, family offices, and other sophisticated financial professionals. Join our hosts, hedge-fund manager Jim Wang and Henrik Neuhaus, as they explore the interconnected world of global macroeconomics, central banks, and capital markets.
Listen to episodes
May 25, 2025Episode 1748 min
A secular shift - the end of US exceptionalism
In this episode, we explore the secular shift in global trade and the economic order since the end of the Cold War, the beginning of the end of U.S. exceptionalism, and the implications for financial assets.
March 5, 2025Episode 1647 min
The three horseman of the capital market
In this episode, we will discuss the three horsemen that dominate today's capital market: growth divergence between US and China, fiscal divergence between US and Europe and monetary divergence between US and Japan.
January 25, 2025Episode 1548 min
A Discussion on Tariffs
In this episode, we will discuss the potential scope and magnitude of tariffs, the impacts on the economy and the implications on financial assets.
June 30, 2024Episode 141 hr 4 min
A Discussion on US Election
In this episode, we will discuss the coming US election and the investment implications.
May 25, 2024Episode 1335 min
A Discussion on Latin America
In this episode, we will discuss our long-term outlook on Latin America.
April 29, 2024Episode 1231 min
A Discussion on Mexico
March 30, 2024Episode 1155 min
Japanese Yen and Why You Should Pay Attention
In this episode, we will discuss the potential change of the trend of Japanese Yen, and why this matters not only for macro traders, but also for asset allocators.
February 28, 2024Episode 101 hr 13 min
An update on Market Outlook
In this episode, we provide an update on the market outlook.
December 18, 2023Episode 91 hr 5 min
Geopolitics, Does It Matter?
In this episode, we will discuss geopolitics and the investment implications.
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