# Ep. 344: Sean McGould on Multi-Strategy Investing, Trump 2.0, and the AI 'Digital Tool' Era

Page: https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-344-sean-mcgould-on-multi-strategy-investing-trump-2-0-and-the-ai-digital-tool-era
Text version: https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-344-sean-mcgould-on-multi-strategy-investing-trump-2-0-and-the-ai-digital-tool-era.md
Podcast: [Macro Hive Conversations With Bilal Hafeez](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900)
Published: 2026-02-06T09:38:00+00:00
Episode link: https://macrohive.libsyn.com/ep-344-sean-mcgould-on-multi-strategy-investing-trump-20-and-the-ai-digital-tool-era
Audio file: https://traffic.libsyn.com/secure/macrohive/Edited_MH_w_SEAN.mp3?dest-id=1929056
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Duration seconds: 1959

## Resource

Sean McGould – the founder/CEO of the Lighthouse Group – a n approximately $ 17 billion investment management firm. Prior to Lighthouse, Sean was the Director of the Outside Trader Investment Program for Trout Trading Management Company. Before joining Trout, he worked for Price Waterhouse in auditing an d corporate finance. In this podcast we discuss: The Multi-Strategy Investment Approach The Selective "War for Talent" Adapting to Trump 2.0 V olatil ity Targeting Real Returns vs Gold AI: A Digital Tool, Not a Total Bubble Redefining Value in the Digital Age Japan's Shareholder Value Pivot Centralised Planning Risks in China Patience in Tight Credit Markets The 2026 Macro Outlook You can get more information on Sean's firm here The commentary contained in the above article/podcast does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.

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## Transcript

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