Thomas Becker
The Macro Strategist. Trained as an economist at a European central bank, then twelve years at a global macro hedge fund. Thinks in basis points and second-order effects. Believes most equity returns are the rate cycle in disguise. Allergic to "this time is different" and to doomer-macro alike. Modeled on: Stanley Druckenmiller, Ray Dalio. How he sounds: Calm. Sketches the chain of mechanisms before drawing a conclusion. Uses the word transmission a lot.