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Ivy Zelman on the Coming US Housing Crisis
Episode 122
Ivy Zelman is CEO at Zelman & Associates. She co-founded Zelman & Associates in 2007 which is a leading housing research firm in the US. In 2005, Ivy…
3 years, 8 months ago
Mikihiro Matsuoka on Bank of Japan policy, Japanisation of Economies, and the Demise of Capitalism
Episode 121
Matsuoka-San is the Chief Economist of SBI Securities in Japan. Before that, he was the Chief Economist for Japan at Deutsche Bank. Overall, he has b…
3 years, 8 months ago
Boris Vladimirov on Fed Scenarios, Recession Risks and EM Outperformers
Episode 120
Boris is one of the top macro thinkers in the market. He is a managing director at Goldman Sachs. Before GS, he was partner and portfolio manager at …
3 years, 8 months ago
Marion Laboure on Democratising Finance, Bitcoin as Digital Diamond and Central Bank Digital Currency
Episode 119
This episode is sponsored by Amber Group
Marion is a senior economist at Deutsche Bank in London and a lecturer at Harvard University. She has extens…
3 years, 9 months ago
Raymond Sagayam on the Biggest Overlooked Market Risk, Building World Class Teams, and Lessons from Bodybuilding
Episode 118
Ray is the Chief Investment Officer of Fixed Income at Pictet Asset Management. He joined Pictet in 2010 as Head of Total Return Fixed Income, before…
3 years, 9 months ago
Dominique Dwor-Frecaut on How the Fed is Setting Policy and Why an 8% US Interest Rate is Likely
Episode 117
Dominique Dwor-Frecaut is a Senior Macro Strategist for Macro Hive based in Los Angeles. She has been producing alpha-generating trade ideas in FX an…
3 years, 9 months ago
Bert Gochet on China Risks, India’s Future and Brazil’s Commodities
Episode 116
Bert is a macro strategist at Macro Hive, specialising in Emerging Markets strategy. Between 2009 and 2017, he was co-head of EM strategy with a focu…
3 years, 9 months ago
Thorsten Wegener On the Simplest Way to Understand Option Markets
Episode 115
Thorsten spent twenty years trading equity derivatives and was a partner at Bear Stearns. He was also head of equity derivatives at Panmure Gordan an…
3 years, 10 months ago
Stéphane Ouellette on the Crypto Crash, and What Next
Stéphane is CEO and Co-Founder of FRNT Financial – a crypto-focused investment bank. He began his capital markets career working in the Equity Produc…
3 years, 10 months ago
Jay Newman on the Hidden Story of How Money is Moved Around the World
Jay spent 40 years in international finance, including at Elliot Management and Lehmans. His primary focus was on distressed EM sovereign debt. He wa…
3 years, 10 months ago