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MacroVoices #463 Izabella Kaminska: On Why Markets Aren’t Getting The Signal
2025/1/16
Macro Voices
E
Eric Townsend
I
Izabella Kaminska
P
Patrick Ceresna
知名金融播客主持人和分析师，专注于宏观经济和金融市场分析。
Izabella Kaminska: 我原本避免涉足政治，但金融与政治的联系日益紧密，迫使她转向政治报道。她认为金融化的时代正在让位于政治化，投资者需要关注政策变化。她离开FT，因为主流媒体对异见的容忍度降低，她希望成为独立媒体的一部分。她认为，投资者如果不关注政策变化，将无法在未来的市场中获利。
Eric Townsend: Izabella Kaminska 是金融和政治领域的资深记者，她的观点对理解宏观投资至关重要。全球正在经历一场由民粹主义引领的改革周期，但这一趋势是否可持续仍不确定。
Deep Dive
Izabella Kaminska discusses her transition from financial to political journalism and the increasing intersection of finance and politics, emphasizing the need for investors to understand political dynamics.
- Isabella Kaminska was known for her deep financial journalism at FT Alphaville.
- She transitioned to political journalism, citing the increasing politicization of finance.
- Kaminska launched 'The Blind Spot' to focus on independent media perspectives.
- She notes a lack of contrarian tolerance in mainstream media.
- Kaminska joined Politico to explain finance-politics intersections to the financial community.
Shownotes Transcript