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Ep. 202: Alberto Gallo on Trump, Fiscal Risks, and Market Outlook
Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit …
2 years, 1 month ago
Ep. 201: Henry Ritchotte on Managing Banks, Start-Ups, and the New Investment Era
Henry Ritchotte is the Founder of RitMir Ventures, investing in financial services businesses with a focus on regulatory- and technology-driven busin…
2 years, 2 months ago
Ep. 200: Julia Azari on Trump's Dictatorial Powers, Biden's Unpopularity, and US Elections
Julia Azari is Professor in the Department of Political Science at Marquette University. She holds a Ph.D in political science from Yale University. …
2 years, 2 months ago
Ep. 199: Dominique Dwor-Frecaut on Fed Slashing Rates and Trump Winning
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 …
2 years, 2 months ago
Ep. 198: Chris Rauh on How to Use AI to Predict Conflicts
Chris Rauh is a Professor of Economics and Data Science at the University of Cambridge. He works with complex datasets and applied methodologies, inc…
2 years, 2 months ago
Ep. 197: John Floyd on the Biggest Trades and Risks for 2024
John was previously Head of Macro Strategies at Record Currency Management, an $80 billion currency manager. Prior to that, John was Chairman and CIO…
2 years, 3 months ago
Ep. 196: Rerelease: Niall Ferguson on Cold War 2, Middle East Conflict and Woke Students
This podcast was recorded in March 2023. Niall Ferguson is the Milbank Family Senior Fellow at the Hoover Institution, Stanford University, and a sen…
2 years, 3 months ago
Ep. 195: Bilal Hafeez on 2023 Surprises, Getting AI Right, and Best TV of 2023
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 of…
2 years, 3 months ago
Ep. 194: Liang Ding on Can China Avoid a Hard Landing
Liang is currently based in Shanghai and has close to twenty years of market experience as a currency strategist, China economist, portfolio manager,…
2 years, 3 months ago
Shiloh Bates on Demystifying CLO Myths
Shiloh Bates is the Chief Investment Officer of Flat Rock Global in 2018 – a $750mn credit manager. Prior to joining Flat Rock Global, Shiloh was a …
2 years, 3 months ago