Australian James Aitken is the Founder and Managing Partner of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon, England that works with approximately one hundred of the most influential pools of capital in the world. James started his career in 1992 as a foreign exchange trader, moved to London in May 1999, and in March 2002 joined the infamous AIG Financial Products team in London. In August 2006 he joined UBS, where he deployed his knowledge of the inner workings of the financial system to help his institutional investor clients successfully navigate their portfolios through 2007 and 2008. At the urging of his clients, James established his own firm in June 2009. Our conversation covers James' perspective on the Global Financial Crisis from his seat at its epicenter, the Eurozone crisis in 2011, subsequent process-driven opportunities in Greece, views on Central Banks in the US, China, & Europe, some brief observations on India, positioning for the current environment, and what makes a great macro manager.   Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership      Show Notes 3:03 – The start of his career at AIG Financial Products 7:19 – Move to UBS             9:03 – Influence: The Psychology of Persuasion 10:42 – Sell off of 2006 13:12 – Leaving UBS to go off on his own 24:22 – What makes a great manager 27:55 – What is he seeing in the markets today, especially the US Fed 33:09 – MIDROLL 34:08 – What happens when bond rates normalize 46:36 – China 56:50 - Japan 59:10 – Europe 1:05:28 – Risk in the asset markets 1:08:49 – Advice to allocators 1:11;05 – Why people should be focused on India 1:16:39 – How he spends his time 1:20:56 – Closing Questions

Occasionally, an event takes place that causes investors to reassess risk. Russian’s actions in Ukraine last week could be a tipping point for one of those events. In a divergence from our normal show, I reached out to Marko Papic to see what we could learn. Marko is the Chief Strategist at Clocktower Group, where he provides research on geopolitics, macroeconomics, and markets. He is a past guest on the show, and that conversation is replayed in the feed. Our conversation tackles the implication of the events in the Ukraine on geopolitics and markets over time. We cover Russia, the U.S., oil, China, and answers to the most pressing questions his clients are asking in response to last week’s event. Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership