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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 exchang…
1 year 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 wa…
1 year 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…
1 year 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 thr…
1 year 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, re…
1 year 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.…
1 year, 1 month 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 governme…
1 year, 1 month ago
Ep. 255: Chris Johnson on Trump vs China
Chris Johnson spent nearly two decades at the CIA focusing on China and Asia. Today, Chris is the President and CEO of China Strategies Group. He als…
1 year, 1 month ago
Ep. 254: Jonny Matthews on US Economy and Why the Fed Will Not Cut in 2025
Jonny Matthews is a senior portfolio manager at Fortem Capital and creator of SuperMacro, an institutional-level macroeconomic research platform. Bef…
1 year, 2 months ago
Ep. 253: Barry Eichengreen on Trump Trade Policy, Dollar Status and Debt Crises
Barry Eichengreen, Professor of Economics and Political Science at the University of California, Berkeley, is a former senior policy adviser at the I…
1 year, 2 months ago