Avoid the noise, invest in the signal. Investing in global macro requires taking the worldly view of the hedgehog, while having the tactical flexibility of the fox to capitalize on the ever-changing investment landscape.
There isn’t a lot of good, thoughtful food writing out there, though there is more food writing on the internet than ever before. It’s almost entirely breathless, uncritical, un-researched click bait, and even newspapers that were formerly…