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Ep. 242: Alberto Gallo on Trump Impact, Geopolitics and Favourite Markets
Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit …
1 year, 4 months ago
Ep. 241: Gary Gerstle on Trump's Big Win and the Future of American Politics
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, 4 months ago
Ep. 240: Ebrahim Rahbari on US Election Trades, Fed Cycle and German Challenges
Ebrahim Rahbari is an independent strategist and economist. Previously, he was Chief Currency Strategist and Global Head of Foreign Exchange Analysis…
1 year, 5 months ago
Ep. 239: Thomas Drechsel on Measuring Political Pressure on Fed, Predicting Fed, and Better Nowcasts
Thomas Drechsel is Assistant Professor at the Economics Department of the University of Maryland. His research focuses on monetary policy, the role o…
1 year, 5 months ago
Ep. 238: Rory Johnston on Oil to $65, Middle East Risks and Trump Agenda
Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Gl…
1 year, 5 months ago
Ep. 237: Antonio Del Favero on the Fed's Mistake, Inflation Risks and Financial Conditions
Antonio Del Favero is a macro strategist at Macro Hive. He focuses mainly on the US economy and markets and G5 FX. Formerly, he worked at various mac…
1 year, 5 months ago
Ep. 236: Sean McMeekin on the Return of Communism
Sean McMeekin PhD was educated at Stanford University and the University of California, Berkeley. Having visited American and European battlefields, …
1 year, 6 months ago
Ep. 235: Christian Schwarz on AI Bubbles, Using AI in Trading and Synthetic Data
Christian is Managing Director and Head of Data Science in the financial markets division at Standard Chartered. He focuses on credit and previously …
1 year, 6 months ago
Ep. 234: Jay Pelosky on Bullish Equities, Early Cycle US and Trump Losing
Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay…
1 year, 6 months ago
Ep. 233: Mirza Baig on Best EM Trades, Fed Easing and China Carry Trade
Mirza Baig is a senior EM strategist at Macro Hive. He has been researching and trading global FX and rates products for 20 years. His career boasts …
1 year, 6 months ago