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Alex Gurevich On The Eternal Appeal Of Bonds, Fed’s Path To Zero And The Europe Bull Case
Episode 6
In this episode, I have a conversation with the super-smart and provocative thinker and investor, Alex Gurevich. In our wide-ranging chat, we discuss recent lessons learned, views on markets and risk…
Published on 5 years, 4 months ago
Jim Leitner On The Dollar, Equities And The Economy Of Bits And Things
Episode 5
In this episode, I have a conversation with one of the top macro investors that I’ve come across, Jim Leitner. He has an impressive track-record, but more importantly, is very thoughtful and can go f…
Published on 5 years, 4 months ago
Phil Suttle On V-Shaped Recoveries, Inflation And Euro Break-Up Risks
Episode 4
In this episode, I have a conversation with one of my favourite global economists, Phil Suttle. He’s got the credentials having worked at J.P. Morgan, the Fed, World Bank, Barclays and Tudor, but it’…
Published on 5 years, 5 months ago
John Butler On Why Gold Could Go To $5,000
Episode 3
In this episode, I have a conversation with one of the leading experts on gold, John Butler. He has spent 25 years in the financial industry, worked at some of the top banks and has even written a bo…
Published on 5 years, 5 months ago
An Original Take On The COVID Crisis – Time As A Symptom
Episode 2
In this episode, we’re lucky to have a conversation with one of the most original macro thinkers, the Macro Dilettante. He prefers not to disclose his name, but I’ve known him for years and is a supe…
Published on 5 years, 5 months ago
George Goncalves On Whether The Fed Can Save Markets
Episode 1
With the country in lockdown, we’ve decided to launch a podcast show to better reach our audience. In our inaugural episode, I speak to George Goncalves about the recent volatility in markets, what’s…
Published on 5 years, 5 months ago