Episode #523: Whitney Baker on The Death of (Upside) American Exceptionalism – Meb Faber Research

Guest: Whitney Baker, founder of Totem Macro, uses her extensive buyside experience to provide unique research insights to a select client-base of top investors. She previously held positions at Bridgewater Associates and Soros Fund Management. Recorded on 2/15/2024 with a run-time of 1:23:22. In this episode, Whitney discusses the $500 billion money expansion last year and its impact on asset prices, the Federal Reserve’s challenge in balancing inflation concerns with supporting asset prices, and the emerging market opportunities she sees. For more insights from Whitney, check out episodes 387 and 453. Have feedback or interested in sponsoring an episode? Email us at Feedback@TheMebFaberShow.com. Find out more about Whitney on Twitter and LinkedIn. Meb welcomes Whitney back to the show, noting her popularity among listeners. They discuss the current macro landscape, recent money expansion, the Fed’s dilemma, emerging market opportunities, attractive countries for investment, launching a new fund, gold outlook, Larry Summer’s tweet, and using historical resources for investment decisions. Whitney highlights the importance of bank reserves in driving macro cycles and the impact of money and credit creation on the economy.



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