Breakout Ideas with Rob Spivey

We have launched Breakout Ideas, a new podcast where we discuss macro themes that move markets. Our guest for the inaugural episode is Rob Spivey, Director of Research at Altimetry Research.  Altimetry is a investment research firm focused on giving cleaned up accounting analytics, and investment ideas, to individual investors.

Altimetry is powered by Valens Research, an investment research boutique whose analysis is read by all of the top 10 largest institutional investors in the world, and 70% of the top 200 asset managers in the world.   Breakout Investors are invited to sign up for Altimetry’s free daily email, the Daily Authority, where you’ll see special access is available to for Altimetry’s paid newsletters, like Microcap Confidential, where they have recommended 25 names in the last year and a half.

In this podcast, Rob gives reasons why the tailwinds going into 2022 are decidedly bullish for investors. Rob argues that the expected Fed rate increases signal a strong economy and that Valens research around corporate credit cycles reinforces that the reopening trade will set the tone for 2022.