Podcast Episodes

Ep. 333: David Samra on Value Investing, AI Returns, and Bad Management Teams

Episode 333

David Samra is a managing director of Artisan Partners – the $180bn global multi-asset investment platform. He is founding partner of the International Value Group, and portfolio manager of the Arti…

Published on 10 hours ago

Ep. 332: Miguel Gutierrez on Argentina's Transformation, Latin American Opportunities, and Private Market Arbitrage.

Episode 332

Miguel Gutiérrez is a Partner and Head of Private Markets, at The Rohatyn Group (TRG) - a global asset manager that specialises in emerging markets and real assets. Prior to joining TRG in October 2…

Published on 1 week ago

Ep. 331: Gordon Hanson on US Manufacturing Fetishisation, Job Loss, and the Middle Class

Gordon Hanson is the Peter Wertheim Professor in Urban Policy at Harvard Kennedy School and Academic Dean for Strategy and Engagement at Harvard Kennedy School. He is best known for his research on t…

Published on 2 weeks ago

Ep. 330: Paul Cavey on US-China Trade War, Japan Politics and Taiwan Imbalances

Paul Cavey is a China-focused Asia economist with twenty-five years of experience covering the region. He runs East Asia Econ. Previously, he was a macro strategist in the global bond team at Welling…

Published on 3 weeks ago

Ep. 329: Shiloh Bates on CLO Risks, Private Credit and Macro Read-Through

Shiloh Bates is a Partner and Chief Investment Officer. Prior to that, he was a Managing Director at Benefit Street Partners. During his 20-year career, Mr. Bates has worked for several CLO managers …

Published on 3 weeks, 6 days ago

Ep. 328: Diane Coyle on GDP, Digital Gaps and Invisible AI Economy

Diane Coyle is the Bennett Professor of Public Policy at the University of Cambridge. She is the Research Director at the Bennett School of Public Policy. Diane's latest book is 'The Measure of Progr…

Published on 1 month ago

Ep. 327: Ryan Hass on China's Patient Power Play, and US-China Relations

Ryan Hass is director of the John L. Thornton China Center and the Chen-Fu and Cecilia Yen Koo Chair in Taiwan Studies at Brookings. He is also a senior fellow in the Center for Asia Policy Studies. …

Published on 1 month, 1 week ago

Ep. 326: Jon Turek on Fed Cuts, Recession Risks and Political Risks

Jon Turek is the founder and CEO of JST Advisors, a hedge fund advisory service that publishes a weekly research note with global macro trade ideas. JST Advisors works closely with hedge funds on dev…

Published on 1 month, 2 weeks ago

Ep. 325: Chris Hughes on Misunderstood Fed Chairs, Fed Balance Sheet and Offshore Dollars

Chris Hughes is an economist and author who now serves as Chair of the Economic Security Project, a leading nonprofit advocating for economic power for all Americans. Chris was a cofounder of Faceboo…

Published on 1 month, 3 weeks ago

Ep. 324: Alberto Gallo on Western Debt Crisis, Real Assets and US Surprises

Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit Opportunities fund at Algebris Investments. Previo…

Published on 2 months ago