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Gary Gerstle On Trump Authoritarianism, Biden's Challenges, And Polarisation
Episode 33
Gary is Paul Mellon Professor of American History at Cambridge University. Before that, he was at Vanderbilt University where he was James G. Stahlma…
5 years, 5 months ago
Corey Hoffstein On How The Fed, Passive Investors And HFT Create Liquidity Cascades
Episode 32
Corey recently wrote an excellent piece on market liquidity and I had to have him as a guest. For background, he is co-founder and Chief Investment O…
5 years, 5 months ago
Helen Thompson On Brexit Deals, Boris Leadership And Scottish Independence
Episode 31
Helen is Professor of Political Economy at Cambridge University. She has been at Cambridge since 1994, and is at present, Deputy Head of the School o…
5 years, 5 months ago
Vitor Constancio On ECB Inflation Targeting, Monetary Policy Limits And Europe Risks
Episode 30
Vitor was the Vice President of the ECB until a few years ago. And before that held numerous high-profile roles including being Portugal's finance mi…
5 years, 6 months ago
Charlie McElligott On Everything Duration, Secular Growth Trades And US Elections
Episode 29
Charlie McElligott is the leading experts on all things positioning, flow, sentiment and quant factors. He is a Managing Director and Cross-Asset Mac…
5 years, 6 months ago
Michael Pettis On China Exporting Of Debt, Class War And Role Of Chinese Yuan
Episode 28
Michael Pettis is someone who I have followed closely over my career and he is one of the most widely followed China experts in the investor commun…
5 years, 6 months ago
Lyn Alden On Tesla, Finding Quality Stocks And The Impact Of High Debt
Episode 27
I'm always on the lookout for podcast guests with unconventional backgrounds, and on this episode, we have one such guest, Lyn Alden. Lyn has an acad…
5 years, 6 months ago
Professor Laura Veldkamp On How the COVID Shock Will Lower Growth For Decades
Episode 26
In this episode, I talk with Professor Laura Veldkamp. Laura presented one of the key papers at the Federal Reserve's 2020 gathering at Jackson Hole.…
5 years, 7 months ago
David Beckworth On The Problems With The Fed And How To Fix It
Episode 25
In this episode, I talk with David Beckworth. David is the host of one of my favourite economics podcasts, Macro Musings. He is also a Senior Researc…
5 years, 7 months ago
Shahraab Ahmad On New York Real Estate, Corporate Fraud And SPACs
Episode 24
In this episode, I talk with Shahraab Ahmad. Shahraab was previously the Chief Investment Officer of the credit fund Decca Capital. Prior to launchin…
5 years, 7 months ago