This month’s episode is all about the economy and peaking under the hood to see where professionals with the most skin in the game are placing their bets. We welcome Joe Hegener, Chief Investment Officer and founder of Asterozoa Capital Management, an alternatives investment manager and advisor. Joe and Kevin talk about recent developments in the economy, the many moving parts of the U.S. election, growing geopolitical tensions, fiscal policy, and more, and the predictions of the downstream effects on capital markets. Joe speaks to where he sees the economy going, his predictions on interest rates and the yield curve, and the many scenarios he’s watching to determine investment strategy for his clients.

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