Episodes
22
Latest episode
Oct 2026
Language
EN
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.
In this episode, we discuss why the odds favor a significant decline in the US stock market over the next one to three quarters, along with key geopolitical developments in Europe and the Middle East.
In this episode, we discussed why capital markets should continue to be calm before the end of the month, but volatility could pick up after mid-term election. We also discussed French fiscal situation and election and implications on the bond yields.
In this episode, we will discuss the current regime of AI and which regime it might transition into next
In this episode, we will discuss the rising interest rates, development in AI, and geopolitical development in middle east and more.
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.
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.
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.
In this episode, we will discuss the potential scope and magnitude of tariffs, the impacts on the economy and the implications on financial assets.
In this episode, we will discuss the coming US election and the investment implications.
In this episode, we will discuss our long-term outlook on Latin America.
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Alexander Spencer
