Podcast Episodes

Gene Ma on US-China Decoupling, China's Green Boom, and Growth Outlook

Gene Ma is the Head of China Research at the IIF. Prior to joining the IIF, Gene served as China Strategist at top macro hedge fund Tudor Investment.…

2 years, 11 months ago

Zar Amrolia on Reinventing Trading

Zar Amrolia was recently the co-Chief of XTX Markets – one of the top algorithmic trading companies in the world. Before XTX, Zar was Co-Head of Fixe…

2 years, 11 months ago

Ken Tropin on How to Run a Successful Macro Hedge Fund

This episode is sponsored by Amber Group

Ken Tropin is a legend in the macro space. He is the Chairman and the founder of Graham Capital Management (…

2 years, 11 months ago

Robert Koenigsberger on What Everyone Gets Wrong About Emerging Markets

Robert Koenigsberger is Founder, Chief Investment Officer and the Managing Partner of the $5bn EM fund, Gramercy. He founded Gramercy in 1998. Rober…

2 years, 11 months ago

Peter Spiller on Value Investing, Navigating Inflation and Delivering 15% Annual Returns

Peter Spiller is the one of the most respected value investors in markets. He is the Founder and CIO of boutique investment house CG Asset Management…

3 years ago

Geoff Rubin on 60:40 Portfolios, Endowment Model and Re-Thinking Risk

Geoff Rubin is Senior Managing Director and Chief Investment Strategist at CPP Investments. The Canadian Pension Plan is one of the world's leading…

3 years ago

Jim Leitner on Creating a Macro Edge, Trading Options and Carry Trades

This episode is sponsored by Amber Group

Jim Leitner serves as President of Falcon Management Corporation and CIO of Falcon Family L.P., a family off…

3 years ago

Lindsay Politi on the Silicon Valley Bank Fall-Out, Duration Bubbles and Inflation

Lindsay Politi is Head of Inflation Strategies at One River Asset Management. Lindsay began her career at Wellington Management in Boston where she …

3 years ago

Niall Ferguson on Cold War 2, Middle East Conflict and Woke Students

Niall Ferguson is the Milbank Family Senior Fellow at the Hoover Institution, Stanford University, and a senior faculty fellow of the Belfer Center a…

3 years ago

Mustafa Chowdhury on Mortgage Risks, Fed Shocks and Derivatives

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 Invest…

3 years, 1 month ago