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Ep. 222: Boris Vladimirov on US Exceptionalism, Europe Risks and China Weakness
Boris is one of the leading macro thinkers in the market. He is a managing director at Goldman Sachs. Before GS, he was partner and portfolio manage…
1 year, 9 months ago
Ep. 221: Vasileios Gkionakis on European Election Fallout, Fed and Fiscal Risks
Vasileios is Head of Europe Economics and Strategy at Aviva Investors – a £226bn global asset management firm. Based in London, he is responsible fo…
1 year, 9 months ago
Ep. 220: George Selgin on Fed Independence, Poor Operations and Inflation
George Selgin is a senior fellow and director emeritus of the Center for Monetary and Financial Alternatives at the Cato Institute and professor eme…
1 year, 9 months ago
Ep. 219: Jason Furman on Inflation Persistence, Fed Policy and Debt Levels
Jason Furman is the Aetna Professor of the Practice of Economic Policy jointly at Harvard Kennedy School (HKS) and the Department of Economics at Ha…
1 year, 10 months ago
Ep. 218: Gordon Hanson on US-China Trade War, Immigration and US Elections
Gordon Hanson is the Peter Wertheim Professor in Urban Policy at Harvard Kennedy School (HKS). He is also chair of the Social and Urban Policy Area …
1 year, 10 months ago
Ep. 217: Mustafa Chowdhury on Surging Wealth, Hidden Bond Buyers and Fed Mistakes
Mustafa is a rates guru and member of the research team at Macro Hive. Before this, Mustafa was the Head of Rates, FX, and Derivatives at Voya Inves…
1 year, 10 months ago
Ep. 216: Dominique Dwor-Frecaut on Inflation Persistence, Immigration Surge and Trump Effect
Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various…
1 year, 10 months ago
Ep. 215: Nick Rohatyn on How to Navigate Emerging Markets Investing
Nick Rohatyn is Founder and serves as Chief Executive Officer of The Rohatyn Group. TRG is a global asset manager specialising in emerging markets a…
1 year, 10 months ago
Ep. 214: Lindsay Politi on Higher Inflation Regime, Recession Risks and Debt Dynamics
Lindsay Politi is Head of Inflation Strategies at One River Asset Management. Lindsay began her career at Wellington Management in Boston where she …
1 year, 11 months ago
Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype
Bilal is the CEO and Head of Research at Macro Hive. Before that, Bilal was Global Head of International Fixed Income Strategy at Nomura, and Head o…
1 year, 11 months ago