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Dave Newman on Hedge Fund Success, Investment Banking Lessons and Writing Daily
Episode 133
Dave is President and CIO of KC3 Capital Management. Before that, he was Head of Macro Trading NY at Moore Capital and Managing Director in FX and Ma…
4 years, 1 month ago
Randy Schwimmer on Private Credit, Fed Shocks and Recession Risks
Episode 132
Randy is co-head of senior lending and oversees senior lending origination and capital markets for Churchill Asset Management, which has $40bn of com…
4 years, 1 month ago
Howard Davies on How UK Chancellors Steer the UK In Crisis
Episode 131
Howard Davies is the Chairman of the Board of Directors of Natwest Group. Previously, he was the Director of the London School of Economics (LSE) fro…
4 years, 1 month ago
Dr Sam Ramani on the Russia-Ukraine War, Recent Ukraine Wins and Putin's Endgame
Episode 130
Sam is a tutor of politics and international relations at the University of Oxford, and an Associate Fellow at the British defence think tank, the Ro…
4 years, 1 month ago
Artem Milinchuk on Alternative Assets, Farmland and Inflation Hedges
Artem has over 10 years of finance experience in food, agriculture, and farmland. He holds an MBA from The Wharton School, and a BA and MA in Economi…
4 years, 2 months ago
Karl Massey on the End of Investing as We Know It
Episode 128
Karl is Fellow of the Royal Society of Arts, and Mentor at Creative Destruction Labs (Said Business School, University of Oxford). He began his caree…
4 years, 2 months ago
James Fok on the US-China Financial Cold War, Dollar Dominance and Role of HK
Episode 127
James Fok is a veteran financial and strategic advisor to corporations and governments. He served as a senior executive at Hong Kong Exchanges and Cl…
4 years, 2 months ago
Cameron Crise On Fed's Balance Sheet Problem, Equity Drawdowns and Inflation
Episode 126
Cameron Crise is a macro strategist at Bloomberg, where he writes the Macro Man column and posts on the Markets Live blog. Previously, he was a globa…
4 years, 2 months ago
Denis Shull on Emotions as a Dataset and Avoiding Investment Mistakes [Replay]
Episode 125
Denise Shull is the Founder and CEO of ReThink. In that role, she uses neuroscience and modern psychoanalysis to help clients become successful in in…
4 years, 2 months ago
Diego Parrilla On High Inflation, Anti-Bubbles and the Problem with Stop Losses
Diego is Managing Partner at $1.8b Quadriga Asset Managers. Prior to joining Quadriga in Madrid in 2017, Diego worked in London, New York, and Singap…
4 years, 3 months ago