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Ep. 323: Jonathan Xiong on China, Dollar and Using AI in Asset Management
Jonathan Xiong is the founder and CEO/CIO of Arrowpoint Investment Partners, a new Asia-focused hedge fund. Prior to starting Arrowpoint, Jonathan was the Co-CEO of Millennium Management Asia for fiv…
Published on 2 months, 1 week ago
Ep. 322: Rerelease – Adam Frank on Aliens, AI and Climate Collapse
Adam Frank is a professor of astrophysics at the University of Rochester. A self-described 'evangelist of science,' Adam regularly writes and speaks about subjects like intelligent life forms in the …
Published on 2 months, 2 weeks ago
Ep. 321: Antonio Del Favero on Favourite Rates Trades, Fed and Dollar
Antonio Del Favero is a macro strategist at Macro Hive. He focuses mainly on the US economy and G3 rates markets. Formerly, he worked at various macro hedge funds, including Tudor, Maniyar Capital an…
Published on 2 months, 3 weeks ago
Ep. 320: Dominique Dwor-Frecaut on Weak US Growth, Fed Independence and AI Impact
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 hedge funds including Bridgewater. Prior to the bu…
Published on 2 months, 4 weeks ago
Ep. 319: Phil Suttle on Slowing US, Delayed Tariff Impacts and China Investment
Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International Finance (IIF), JP Morgan, Barclays, the New York F…
Published on 3 months ago
Ep. 318: Brad Setser on Trump Tariffs, China's Surging Surplus and Dollar Policy
Brad Setser is the Whitney Shepardson senior fellow at the Council on Foreign Relations. His expertise includes global trade and capital flows, financial vulnerability analysis, and sovereign debt re…
Published on 3 months, 1 week ago
Ep. 317: George Selgin on Trump Tariffs, Fed Independence and Dollar Vulnerability
George Selgin is a senior fellow and director emeritus of the Center for Monetary and Financial Alternatives at the Cato Institute and professor emeritus of economics at the University of Georgia. He…
Published on 3 months, 2 weeks ago
Ep. 316: Kyle Keane on AI, Forecasting and Turning Blind
Dr. Kyle Keane is a Senior Lecturer in Assistive Technologies at the University of Bristol, where he leads research at the intersection of artificial intelligence, human cognition and assistive techn…
Published on 3 months, 3 weeks ago
Ep. 315: Keyu Jin on What Everyone Gets Wrong on China
Keyu Jin is a global economist and author. She is an academic member of the China Finance 40 Group and has worked with the World Bank, the IMF, and the China Banking Regulatory Commission, and is a n…
Published on 4 months ago
Ep. 314: Marvin Barth on Trump's US Resurgence, No Fed Cuts and Dire Europe
Marvin Barth is the creator of Thematic Markets and 'Seriously, Marvin?!' Thematic Markets is rigorous, institutional-quality research aimed at market professionals, while Seriously, Marvin?! present…
Published on 4 months, 1 week ago