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Ep. 332: Miguel Gutierrez on Argentina's Transformation, Latin American Opportunities, and Private Market Arbitrage.
Episode 332
Miguel Gutiérrez is a Partner and Head of Private Markets, at The Rohatyn Group (TRG) - a global asset manager that specialises in emerging markets …
5 months, 1 week ago
Ep. 331: Gordon Hanson on US Manufacturing Fetishisation, Job Loss, and the Middle Class
Gordon Hanson is the Peter Wertheim Professor in Urban Policy at Harvard Kennedy School and Academic Dean for Strategy and Engagement at Harvard Kenn…
5 months, 2 weeks ago
Ep. 330: Paul Cavey on US-China Trade War, Japan Politics and Taiwan Imbalances
Paul Cavey is a China-focused Asia economist with twenty-five years of experience covering the region. He runs East Asia Econ. Previously, he was a m…
5 months, 3 weeks ago
Ep. 329: Shiloh Bates on CLO Risks, Private Credit and Macro Read-Through
Shiloh Bates is a Partner and Chief Investment Officer. Prior to that, he was a Managing Director at Benefit Street Partners. During his 20-year care…
5 months, 3 weeks ago
Ep. 328: Diane Coyle on GDP, Digital Gaps and Invisible AI Economy
Diane Coyle is the Bennett Professor of Public Policy at the University of Cambridge. She is the Research Director at the Bennett School of Public Po…
6 months ago
Ep. 327: Ryan Hass on China's Patient Power Play, and US-China Relations
Ryan Hass is director of the John L. Thornton China Center and the Chen-Fu and Cecilia Yen Koo Chair in Taiwan Studies at Brookings. He is also a sen…
6 months, 1 week ago
Ep. 326: Jon Turek on Fed Cuts, Recession Risks and Political Risks
Jon Turek is the founder and CEO of JST Advisors, a hedge fund advisory service that publishes a weekly research note with global macro trade ideas. …
6 months, 2 weeks ago
Ep. 325: Chris Hughes on Misunderstood Fed Chairs, Fed Balance Sheet and Offshore Dollars
Chris Hughes is an economist and author who now serves as Chair of the Economic Security Project, a leading nonprofit advocating for economic power f…
6 months, 3 weeks ago
Ep. 324: Alberto Gallo on Western Debt Crisis, Real Assets and US Surprises
Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit …
7 months ago
Ep. 323: Jonathan Xiong on China, Dollar and Using AI in Asset Management
Jonathan Xiong is the founder and CEO/CIO of Arrowpoint Investment Partners, a new Asia-focused hedge fund. Prior to starting Arrowpoint, Jonathan wa…
7 months, 1 week ago