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b'In episode 387, we welcome our guest, Whitney Baker, founder of Totem Macro, an EM macro consultancy and hedge fund advisory boutique.\\nIn today\\u2019s episode, Whitney shares her flows based macro lens for looking at the markets, one she honed at famed shops like Bridgewater and Soros Fund.\\xa0She says we\\u2019re experiencing a cyclical and secular regime change that the market has yet to adjust to.\\nThen Whitney shares why she believes the US is in an once-in-a-lifetime bubble\\u2026and at the same time have a once-in-a-generation value opportunity in broad sections of EM. We touch on the implications of this for both foreign and domestic markets and hear where she sees opportunity.\\xa0\\nWhitney shared one of her recent research pieces which are normally only for a select number of the world\\u2019s most sophisticated investors, so be sure to check it out here. It \\u2013 is \\u2013 fire.\\n-----\\nFollow Meb on Twitter, LinkedIn and YouTube\\nFor detailed show notes, click here\\nTo learn more about our funds and follow us, subscribe to our\\xa0mailing list\\xa0or visit us at cambriainvestments.com\\n-----\\nToday\\u2019s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world\\u2019s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.\\nLearn more about your ad choices. Visit megaphone.fm/adchoices'