@nwr.vantage.point: Chris Judd didn't need a fund. He had the capital, the conviction, and the track record. But investing alone meant no one to call when things went brilliantly—or terribly wrong. In this episode of Vantage Point Podcast, Chris reflects on the three things that pushed him to build Cerutty Macro Fund—and what's happened since: close to 25% annualised returns since inception in June 2023, built on a macro-thematic framework that backs secular tailwinds, liquidity awareness, and elite management teams. Watch this clip to hear the turning point that changed everything, and catch the full conversation for Chris's current views on gold, energy, and AI infrastructure, the psychology of staying the course through volatility, and what elite sport taught him about backing yourself. 🎧 Full episode out now. #VantagePointPodcast #CeruttyMacroFund #Investing #MacroInvesting #Leadership #HedgeFund #CapitalAllocation #BusinessGrowth #Founders #FutureOfInvesting

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Wednesday 01 July 2026 01:05:01 GMT