cover of episode Stan Druckenmiller: Inside the mind of a legendary investor

Stan Druckenmiller: Inside the mind of a legendary investor

2024/11/6
logo of podcast In Good Company with Nicolai Tangen

In Good Company with Nicolai Tangen

Chapters

Stan Druckenmiller discusses the data points he focuses on, including macroeconomic indicators, housing market trends, and his evolving view on inflation.
  • Druckenmiller primarily looks at macroeconomic data from the bottom up.
  • He is concerned about the housing market but sees no immediate economic problems.
  • He has shifted from being confident about inflation coming down to being more worried about its persistence.

Shownotes Transcript

This week, Nicolai Tangen visits Stan Druckenmiller in New York — one of the most renowned investors of our time, known for his insights into macroeconomics and markets. In this conversation, Druckenmiller shares his approach to major trades, like his groundbreaking bet against the British pound, and offers a unique perspective on today’s market, discussing inflation risks, AI’s potential in investing, and what keeps him ahead of the curve. The investor shares his reflections on the Fed’s role, the future of tech, and lessons learned from mentor George Soros.

In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New episode out every Wednesday.

The production team for this episode includes Isabelle Karlsson and PLAN-B’s Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse, with research by Une Solheim, Larry Zaccherio, and Simon Emrich. Hosted on Acast. See acast.com/privacy) for more information.