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Dominique Dwor-Frecaut On The V-Shaped Recovery And Return Of Inflation
Episode 13
In this episode, I talk with Dominique Dwor-Frecaut. She's an accomplished macro thinker that has worked at leading hedge fund Bridgewater, the NY Fe…
5 years, 9 months ago
Professor Alex Edmans on How Great Companies Deliver Both Purpose And Profit
Episode 12
In this episode, I talk with Professor Alex Edmans from the London Business School. He's one of the world's leading academics on company purpose, soc…
5 years, 10 months ago
Emiel Van Den Heiligenberg On Leaning Against The Rally
Episode 11
In this episode, I talk with Emiel Van Den Heiligenberg. He is the Head of Asset Allocation at one the world's largest asset managers, Legal and Gene…
5 years, 10 months ago
Alfonso Prat-Gay On How To Save Emerging Countries
Episode 10
In this episode, I talk with Alfonso Prat-Gay. He was Governor of the central bank of Argentina from 2002 to 2004 and later Argentina's Finance Minis…
5 years, 10 months ago
Juliette Declercq On Why Equities Are Not Overvalued
Episode 9
In this episode, I talk markets with Juliette Declercq. She's a leading macro strategist and runs JDI research. She has close to twenty years market …
5 years, 10 months ago
Bobby Vedral On Euro Area Tensions, Brexit And US Elections
Episode 8
In this episode, I talk politics and markets with Bobby Vedral. He's a top macro and political analyst who runs Macro Eagle. He is also the UK repres…
5 years, 10 months ago
Martin Wolf On The Scale Of The COVID Crisis, Future Debt Problems And US Isolationism
Episode 7
In this episode, I have a wide-ranging conversation with the FT's Chief Economics Commentator, Martin Wolf. He brings a depth to any topic that is of…
5 years, 11 months ago
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…
5 years, 11 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…
5 years, 11 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…
5 years, 11 months ago