Episode description
Episode description
The first act of Chris Judd's career was as a premiership-winning, dual Brownlow Medal-winning footballer. His second act is a macro fund manager. Judd is the Founder & Portfolio Manager of Cerutty Macro Fund, a fund looking to capitalise on some of the biggest structural shifts in the global economy,
In today’s episode we speak to Chris about:
- His journey from football to funds management
- His investment philosophy at Cerutty
- Why liquidity is such an under-appreciated factor for all investors
- An example of a big structural trend - Decarbonisation - and examples of investment opportunities that emerge
- The massive economic shift that Trump may have indicated by picking JD Vance as his running mate
Want more?
- Listen to our first interview with Chris from 2019
- Read the Cerutty Macro Fund monthly updates
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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