Whitney Baker

Whitney Baker, founder of Totem Macro and a former leader at Bridgewater Associates and Soros Fund Management, joins the discussion on the shifting macroeconomic landscape. She highlights the end of the 'buy the dip' strategy and the unique challenges facing the U.S. economy as bubbles burst. Whitney also explores opportunities in emerging markets, the impact of tariffs and AI on growth, and the 'Triple Yasu' phenomenon. Notably, she advocates for including gold in investment portfolios as protection against currency devaluation and economic uncertainty.

Delve into macro investing with expert Whitney Baker as she traces economic history from the 1970s to today. Explore the impact of deficit spending, China's entry into the US bond market, and the dot com bubble. Learn how inflation and the Federal Reserve's actions shape the economy, and how technological progress can drive us forward despite challenges.

Whitney Baker, an investment professional focused on macro and emerging markets, explains why the monetary system is fragile and due for a reset. She discusses hidden leverage and mounting stress in private credit. The conversation covers global liquidity peaks, energy and geopolitical risks, why emerging markets can be more resilient, and the role of gold as a monetary hedge.

John Butler, gold industry veteran advocating gold as a monetary anchor. Izabella Kaminska, payments journalist focused on stablecoins and plumbing. Michael Every, geoeconomics strategist on economic statecraft. Brent Johnson, Santiago Capital founder known for the Milkshake Theory on dollar dominance. Whitney Baker, macro credit specialist tracking late‑cycle leverage. They debate dollar dominance, stablecoins reshaping monetary rails, gold’s potential remonetisation, and geopolitics driving monetary change.

Michael Every, macro and geopolitics analyst who links statecraft and historical patterns; Whitney Baker, macro strategist focused on debt dynamics and supply-chain fragilities; Brent Johnson, macro investor emphasizing deglobalization and dollar dynamics; Francis Hunt, gold-focused market commentator and capital-preservation advocate. They debate deglobalization, dollar resilience, supply-chain strain, private credit fragility, gold and practical preparedness.