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Ep. 305: James van Geelen on ‘Haves vs Have Nots’ Theme, AI and Tariffs
James van Geelen, founder of Citrini Research, which specializes in illuminating and demystifying the transformative 'megatrends' poised to shape societies, economies, and the market’s distribution o…
Published on 4 months, 2 weeks ago
Ep. 304: Zongyuan Zoe Liu on Calculated China vs Unpredictable US
Zongyuan Zoe Liu is a senior fellow for China studies at the Council on Foreign Relations (CFR). Her work focuses on international political economy, global financial markets, sovereign wealth funds,…
Published on 4 months, 3 weeks ago
Ep. 303: Mirza Baig on Trump’s Trade Strategy, China Risks and Canada’s Dilemma
Mirza has a track record of 20 years in the field of researching and trading global foreign exchange. His methodology is built on comprehensive research on underlying fundamentals, rigorous scenario …
Published on 5 months ago
Ep. 302: Vania Stavrakeva on Macro News, Investor Flows and Trading Markets
Vania Stavrakeva is an Assistant Professor of Economics at the London Business School and has a PhD from Harvard. She has extensively studied exchange rate determination and how monetary policy, macr…
Published on 5 months, 1 week ago
Ep. 301: Andrew Polk on China’s Bet on Tech Supremacy
Andrew Polk is the co-founder and head of economic research at Trivium China, a Beijing-based strategic advisory firm. Before founding Trivium, he was China director at Medley Global Advisors. Previo…
Published on 5 months, 2 weeks ago
Ep. 300: Gary Gerstle on Decoding Trump: Power & Chaos (Live at Cambridge University)
Gary Gerstle is the Paul Mellon Professor of American History Emeritus and Paul Mellon Director of Research at the University of Cambridge. He is the author and editor of more than ten books, includi…
Published on 5 months, 3 weeks ago
Ep. 259: Thanos Papasavvas on Trump’s (Unsurprising) Geopolitical Shock
Thanos is the Founder and CIO of ABP Invest, which he founded in 2015. He began his career as an Economist for the UK Government Economic Service through the Civil Service Fast Stream during the ERM …
Published on 5 months, 4 weeks ago
Ep. 258: Randy Schwimmer on Why Private Credit Is Performing
Randy Schwimmer is Vice Chairman of Churchill, where he oversees the Investor Solutions Group. Previously, he served as Co-Head of Senior Lending, responsible for senior lending origination and capit…
Published on 6 months ago
Ep. 257: Joe Lavorgna on Trump Supercharging US Growth
Joe Lavorgna is a Managing Director and Chief Economist for SMBC Nikko Securities. He was previously the Chief Economist for the Americas at Natixis. While there, Joe took a one-year leave of absence…
Published on 6 months, 2 weeks ago
Ep. 256: Max Stier on Trump Ripping Up Government
Max Stier is President and CEO of the Partnership for Public Service. The Partnership has been widely praised as a thought leader on federal government management issues. Max has worked previously in…
Published on 6 months, 3 weeks ago