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Dominique Dwor-Frecaut on US Labour Supply, Inflation and Timing the Bond Sell-Off
Episode 63
Dominique is one of my favourite macro thinkers and economists – she's so good, we hired her to work for Macro Hive. As for her background, she's wor…
4 years, 10 months ago
Phil Suttle on Coming High Inflation, Goods Recessions and Fed in Play
Episode 62
Phil is one of my favourite global economists. Currently, he runs his own economic research outfit. Before that he worked at JPMorgan, the Fed, World…
4 years, 10 months ago
Wolfgang Münchau on Germany's Political Risks, Fiscal Stimulus and Euro Instability
Episode 61
This episode is supported by private equity platform Moonfare.
Wolfgang Münchau is co-founder and director of Eurointelligence. He was a Financial Ti…
4 years, 11 months ago
Jeff Snider on Deflation, Central Bank Failure, and Understanding Money
Episode 60
This episode is sponsored by Masterworks.
Jeff is Head of Global Investment Research for Alhambra Investment Partners. He started his career in portf…
4 years, 11 months ago
Boris Vladimirov on Inflation Permanence, European Banks and BRICS Outlook
Episode 59
This episode is supported by private equity platform Moonfare.
Boris focuses on global macro and EM. He is a managing director at Goldman Sachs. Befo…
4 years, 11 months ago
Bobby Vedral on Taxing Big Tech, Europe's Edge, and Biden's China Policy
Episode 58
This episode is supported by private equity platform Moonfare.
Bobby is partner and portfolio manager at Toscafund Asset Management. He is author of …
4 years, 11 months ago
David Riley On US Debt Sustainability, the Reflation Trade and Corporate Defaults
Episode 57
David Riley is Partner and Chief Investment Strategist of BlueBay Asset management – a USD70bn fixed income fund. Before Bluebay, David was global he…
5 years ago
Benn Eifert On Retail Options Boom, Over-Complex Derivatives, and Managing Tail Risk
Episode 56
Benn is the managing member and CIO of QVR. He was previously co-founder and co-portfolio manager of Mariner Coria in New York. Before that he was He…
5 years ago
Marco Monroy On Carbon Taxes, ESG Investing and Maradona
Episode 55
Marco is Founder and CEO of MGM Innova Group, which includes a private equity and green infrastructure fund, and a multinational firm specializing in…
5 years ago
Zac Prince on Earning Interest on Bitcoin, and the Future of Crypto Finance
Episode 54
Zac is the CEO and Founder of BlockFi – a leading wealth management firm for crypto investors. Prior to starting BlockFi, he led business development…
5 years ago