Where investment ideas are born
Portfolio Manager

Pharo Management LLC

Mark Dow is the author of the @behavioralmacro twitter feed and blog. He also runs Dow Global Advisors, a family office. He has nearly 30 years of experience as a policy maker, investor, and trader, much of which focused on global macro and emerging markets. He specializes in monetary policy and sovereign debt sustainability.

He has been a senior portfolio manager at Pharo Management LLC, a global macro hedge fund specializing in currencies and global fixed income, a portfolio manager at MFS Investment Management, and a senior sovereign analyst at Putnam Investments.

Dow began his career in Washington, where he worked as an economist at the International Monetary Fund and at the US Department of the Treasury. He specialized in debt sustainability analyses and was involved in many of the sovereign debt restructurings of the 1990s. He did his graduate work at the Fletcher School (ABD Ph.D.) and got his undergraduate degree from UC Berkeley (B.A.). He speaks five languages and lives in Laguna Beach, the town where he grew up.

Panel Discussion : "COVID, stimulus and the US Elections - what to expect from the markets”

Participants: Peter Schiff, Mark Dow, Mark Yusko, Anthony Pompliano and Daniel Lacalle. Moderated by the one and only Abigail "The Chartress" Doolittle.