Macro Hive Conversations With Bilal Hafeez

Ep. 217: Mustafa Chowdhury on Surging Wealth, Hidden Bond Buyers and Fed Mistakes

24 May 2024

Contributed by Lukas

Mustafa is a rates guru and member of the research team at Macro Hive. Before this, Mustafa was the Head of Rates, FX, and Derivatives at Voya Invest...

Ep. 216: Dominique Dwor-Frecaut on Inflation Persistence, Immigration Surge and Trump Effect

17 May 2024

Contributed by Lukas

Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various ...

Ep. 215: Nick Rohatyn on How to Navigate Emerging Markets Investing

10 May 2024

Contributed by Lukas

Nick Rohatyn is Founder and serves as Chief Executive Officer of The Rohatyn Group. TRG is a global asset manager specialising in emerging markets an...

Ep. 214: Lindsay Politi on Higher Inflation Regime, Recession Risks and Debt Dynamics

03 May 2024

Contributed by Lukas

Lindsay Politi is Head of Inflation Strategies at One River Asset Management. Lindsay began her career at Wellington Management in Boston where she w...

Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype

26 Apr 2024

Contributed by Lukas

Bilal is the CEO and Head of Research at Macro Hive. Before that, Bilal was Global Head of International Fixed Income Strategy at Nomura, and Head of...

Ep. 212: Nick Baltas on Mastering Systematic Strategies from Alpha to AI

19 Apr 2024

Contributed by Lukas

Nick Baltas is a managing director and head of R&D, cross-asset delta-one and commodity systematic trading strategies at Goldman Sachs. Prior to join...

Ep. 211: John Coates on How a Few Financial Institutions Control Everything

12 Apr 2024

Contributed by Lukas

John Coates is the Deputy Dean of Harvard Law School. He has served at the Securities and Exchange Commission, and was a partner at Wachtell, Li...

Ep. 210: Mark Koyama on What Makes Some Nations Richer Than Others

05 Apr 2024

Contributed by Lukas

  This podcast is sponsored by Supernormal (Supernormal - AI That Writes Your Meeting Notes/https://supernormal.com/).   Mark Koyama is Associate Pr...

Ep. 209: Darrell Duffie on Treasury Market Dysfunction, Dollar Dominance and CBDC

28 Mar 2024

Contributed by Lukas

Darrell Duffie is a leading expert on bond markets. He is the Adams Distinguished Professor of Management and Professor of Finance at the Graduate Sc...

Ep. 208: David Dredge on Inflation, Underpriced Risks and Sharpe Ratio Flaws

22 Mar 2024

Contributed by Lukas

David Dredge is the Chief Investment Officer of Convex Strategies, which is an agnostic value investor in volatility. David has over 30 years experi...

Ep. 207: Dave DeWalt on Cyber Warfare, Attacks on US Election, and AI

15 Mar 2024

Contributed by Lukas

Dave DeWalt is Founder, CEO, and Managing Director of NightDragon, an investment and advisory firm focused on growth and late-stage cybersecurity, sa...

Ep. 206: Nigel Toon on How AI Thinks and How We Can Control It

08 Mar 2024

Contributed by Lukas

This podcast is sponsored by Supernormal (https://supernormal.com/).   Nigel Toon is the founder of Graphcore, which builds unique IPU chips design...

Ep. 205: Gary Gerstle on Unprecedented Trump, Unrecognised Biden, and Unusual Times

01 Mar 2024

Contributed by Lukas

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 ...

Ep. 204: Claudia Sahm on Inflation Risks, Fed Cuts, and Recession

23 Feb 2024

Contributed by Lukas

Claudia Sahm is a well-known, highly regarded, Washington-based expert on monetary and fiscal policy and forecasting. She has advised decision-makers ...

Ep. 203: Melanie Mitchell on Can Artificial Intelligence Beat Human Thinking

16 Feb 2024

Contributed by Lukas

Melanie Mitchell is one of the leading AI researchers in the world. She is Professor at the Santa Fe Institute. Her current research focuses on concep...

Ep. 202: Alberto Gallo on Trump, Fiscal Risks, and Market Outlook

09 Feb 2024

Contributed by Lukas

Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit O...

Ep. 201: Henry Ritchotte on Managing Banks, Start-Ups, and the New Investment Era

02 Feb 2024

Contributed by Lukas

Henry Ritchotte is the Founder of RitMir Ventures, investing in financial services businesses with a focus on regulatory- and technology-driven busine...

Ep. 200: Julia Azari on Trump's Dictatorial Powers, Biden's Unpopularity, and US Elections

26 Jan 2024

Contributed by Lukas

Julia Azari is Professor in the Department of Political Science at Marquette University. She holds a Ph.D in political science from Yale University. H...

Ep. 199: Dominique Dwor-Frecaut on Fed Slashing Rates and Trump Winning

19 Jan 2024

Contributed by Lukas

Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various h...

Ep. 198: Chris Rauh on How to Use AI to Predict Conflicts

12 Jan 2024

Contributed by Lukas

Chris Rauh is a Professor of Economics and Data Science at the University of Cambridge. He works with complex datasets and applied methodologies, incl...

Ep. 197: John Floyd on the Biggest Trades and Risks for 2024

05 Jan 2024

Contributed by Lukas

John was previously Head of Macro Strategies at Record Currency Management, an $80 billion currency manager. Prior to that, John was Chairman and CIO ...

Ep. 196: Rerelease: Niall Ferguson on Cold War 2, Middle East Conflict and Woke Students

29 Dec 2023

Contributed by Lukas

This podcast was recorded in March 2023. Niall Ferguson is the Milbank Family Senior Fellow at the Hoover Institution, Stanford University, and a seni...

Ep. 195: Bilal Hafeez on 2023 Surprises, Getting AI Right, and Best TV of 2023

22 Dec 2023

Contributed by Lukas

Bilal is the CEO and Head of Research at Macro Hive. Before that, Bilal was Global Head of International Fixed Income Strategy at Nomura, and Head of ...

Ep. 194: Liang Ding on Can China Avoid a Hard Landing

15 Dec 2023

Contributed by Lukas

Liang is currently based in Shanghai and has close to twenty years of market experience as a currency strategist, China economist, portfolio manager, ...

Shiloh Bates on Demystifying CLO Myths

08 Dec 2023

Contributed by Lukas

Shiloh Bates is the Chief Investment Officer of Flat Rock Global in 2018 – a $750mn credit manager. Prior to joining Flat Rock Global, Shiloh was a...

Yesha Yadav on Crypto Bankruptcies, Stablecoin, and Treasury Market issues

01 Dec 2023

Contributed by Lukas

Yesha Yadav is Associate Dean and Professor of Law at Vanderbilt University Law School. She is one of the world's leading experts on financial and sec...

Greg Lippmann on The Big Short, Latest US Housing View, and Finding Alpha in Structured Products

24 Nov 2023

Contributed by Lukas

Greg Lippmann is the Managing Founding Partner and the Chief Investment Officer of the $9.8bn asset management firm, LibreMax. Prior to founding Libre...

Charlie McElligott on Year-End Rally, Duration Buying, and Carnivore Diets

17 Nov 2023

Contributed by Lukas

Charlie McElligott is the leading expert on all things positioning, flow, sentiment, and quant factors. He is a Managing Director and Cross-Asset Macr...

Dr Douglas Greenig on Trend-Following, the End of Pax-Americana, and Why He ls Long Volatility

17 Nov 2023

Contributed by Lukas

Dr Douglas Greenig is the CEO, CIO, and founder of Florin Court Capital, a systematic, trend-following asset manager uniquely broad in its focus on ov...

Marc Goldwein on the Unprecedented US Budget Problem and How to Fix It

10 Nov 2023

Contributed by Lukas

Marc Goldwein is the Senior Vice President and Senior Policy Director for the Committee for a Responsible Federal Budget, where he guides and conducts...

Macro Hive Webinar: (The Weekly Call Recorded 1 November 2023)

03 Nov 2023

Contributed by Lukas

This week we have a special podcast episode for you! Listen to the Macro Hive Pro Markets Webinar and hear the key views of our leading researchers on...

Boris Vladimirov on Macro Volatility, US Yields, and Recession Risks

27 Oct 2023

Contributed by Lukas

Boris is one of the leading macro thinkers in the market. He is a managing director at Goldman Sachs. Before GS, he was partner and portfolio manager ...

Daniel Rock on How AI Will Reshape Economies

20 Oct 2023

Contributed by Lukas

This episode is sponsored by Masterworks (www.masterworks.art/macrohive)   Professor Daniel Rock is an Assistant Professor of Operations, Informatio...

Martin Lueck On the Scientific Investing, Trend Models and Macro Divergences

06 Oct 2023

Contributed by Lukas

Marty co-founded Aspect Capital, which manages over $8bn in a range of systematic investment solutions.  He is the Research Director and oversees the...

Jason Halliwell on Value Investing, Systematic Macro and Carry

29 Sep 2023

Contributed by Lukas

This episode is sponsored by Masterworks Jason Halliwell is the head of GMO's Systematic Global Macro team and a partner of the firm. GMO is a leadin...

Barry Eichengreen on Fixing the Debt Problem, Dollar Demise and Tech Impacts

22 Sep 2023

Contributed by Lukas

Barry Eichengreen, Professor of Economics and Political Science at the University of California, Berkeley, is a former senior policy adviser at the In...

Phil Suttle on US Recession Risks, AI Impact, and BoJ to 1%

15 Sep 2023

Contributed by Lukas

Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International...

Dominque Dwor-Frecaut on What Everyone Gets Wrong on Inflation, Recessions and Fed Policy

08 Sep 2023

Contributed by Lukas

Dominique Dwor-Frecaut is a Senior Macro Strategist for Macro Hive based in Los Angeles. She has been producing alpha-generating trade ideas in FX an...

Mustafa Chowdhury on Fed Policy, US Industrial Policy and Housing Risks

01 Sep 2023

Contributed by Lukas

Mustafa is a rates guru and member of the research team at Macro Hive. Before this, Mustafa was the Head of Rates, FX, and Derivatives at Voya Investm...

Professor Adrian Williams on Everything You Wanted to Know About Sleep [Replay]

25 Aug 2023

Contributed by Lukas

Dr. Adrian Williams is the UK's first Professor of Sleep Medicine. Adrian graduated from University College, London, UK, and after a lectureship at Th...

Denise Shull on Emotions as a Dataset and Avoiding Investment Mistakes [Replay]

18 Aug 2023

Contributed by Lukas

Denise Shull is the Founder and CEO of ReThink. In that role, she uses neuroscience and modern psychoanalysis to help clients become successful in inv...

Michael Schrage on How Recommendation Engines Create Value

11 Aug 2023

Contributed by Lukas

Michael is a research fellow with the MIT Sloan School of Management's Initiative on the Digital Economy. His research focuses on the behavioural econ...

Bill Bernstein On the Four Essentials To Investing Successfully

04 Aug 2023

Contributed by Lukas

Bill Bernstein is a neurologist turned investment advisor. He is also the author of several books, including The Intelligent Asset Allocator, The Four...

Stephen Roach on US and China's Accidental Conflict

28 Jul 2023

Contributed by Lukas

Stephen is a faculty member at Yale University and former chairman of Morgan Stanley Asia. He is the author of Unbalanced: The Codependency of America...

Sebastian Mallaby on the Rise of Venture Capital and Their Impact on the World

21 Jul 2023

Contributed by Lukas

Sebastian is the Paul A. Volcker senior fellow for international economics at the Council on Foreign Relations (CFR). An experienced journalist and pu...

Peter Stella on Fed Losses, Backdoor Fiscal Stimulus and Credit Easing

14 Jul 2023

Contributed by Lukas

Peter Stella is former head of the Central Banking and Monetary and Foreign Exchange Operations Divisions at the IMF. Currently, he provides macroecon...

Trevor Greetham on Spike-Flation, Equities and Removing Biases

07 Jul 2023

Contributed by Lukas

Trevor Greetham is Head of Multi Asset at Royal London Asset Management - a £150bn fund. Prior to joining Royal London in 2015, Trevor was asset allo...

Sean McGould on Creating an Investing Edge, Hedge Funds and Inflation Opportunities

30 Jun 2023

Contributed by Lukas

Sean McGould – the founder/CEO of the Lighthouse Group – a $15bn investment management firm. Prior to Lighthouse, Sean was the Director of the Out...

Bob Elliott on Bridgewater's Success, US Inflation and Fed's Error

23 Jun 2023

Contributed by Lukas

Bob Elliott is the Co-Founder of Unlimited, which uses machine learning to create index replication ETFs of alternative investments, like hedge funds...

Martin Wolf on Why Capitalism and Democracy Need Each Other

15 Jun 2023

Contributed by Lukas

This episode is sponsored by Kalshi.Inc Martin Wolf is chief economics commentator at the Financial Times, London. He was awarded the CBE (Commander ...

Alberto Gallo on Investor Complacency, Crisis Risks and Fed's Dilemma

09 Jun 2023

Contributed by Lukas

Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit ...

Deepak Gurnani on Building Winning Investment Strategies

02 Jun 2023

Contributed by Lukas

This episode is sponsored by Kalshi.Inc   Deepak Gurnani is the Founder and Managing Partner of Versor Investments - $2bn quantitative investment fi...

Jim Rogers on the Demise of the Dollar, Inflation and China

26 May 2023

Contributed by Lukas

This episode is sponsored by Kalshi.Inc Jim Rogers co-founded the Quantum Fund, a global-investment partnership. During the next 10 years, the portfol...

Stefan Jansen on How to Use ChatGPT and AI in Finance

19 May 2023

Contributed by Lukas

Stefan Jansen is the author of the widely read 'Machine Learning For Algorithmic Trading'. He is the founder and Lead Data Scientist at Applied AI. He...

Gavyn Davies on Inflation, Asset Allocation and ChatGPT

12 May 2023

Contributed by Lukas

Gavyn Davies is a Founder and the Chairman of Fulcrum – a $5bn independent asset management firm. Prior to Fulcrum, Gavyn was Chairman of the BBC fr...

Gene Ma on US-China Decoupling, China's Green Boom, and Growth Outlook

05 May 2023

Contributed by Lukas

Gene Ma is the Head of China Research at the IIF. Prior to joining the IIF, Gene served as China Strategist at top macro hedge fund Tudor Investment. ...

Zar Amrolia on Reinventing Trading

28 Apr 2023

Contributed by Lukas

Zar Amrolia was recently the co-Chief of XTX Markets – one of the top algorithmic trading companies in the world. Before XTX, Zar was Co-Head of Fix...

Ken Tropin on How to Run a Successful Macro Hedge Fund

21 Apr 2023

Contributed by Lukas

This episode is sponsored by Amber Group Ken Tropin is a legend in the macro space. He is the Chairman and the founder of Graham Capital Management (...

Robert Koenigsberger on What Everyone Gets Wrong About Emerging Markets

14 Apr 2023

Contributed by Lukas

Robert Koenigsberger is Founder, Chief Investment Officer and the Managing Partner of the $5bn EM fund, Gramercy. He founded Gramercy in 1998. Rober...

Peter Spiller on Value Investing, Navigating Inflation and Delivering 15% Annual Returns

07 Apr 2023

Contributed by Lukas

Peter Spiller is the one of the most respected value investors in markets. He is the Founder and CIO of boutique investment house CG Asset Management....

Geoff Rubin on 60:40 Portfolios, Endowment Model and Re-Thinking Risk

31 Mar 2023

Contributed by Lukas

Geoff Rubin is Senior Managing Director and Chief Investment Strategist at CPP Investments. The Canadian Pension Plan is one of the world's leading ...

Jim Leitner on Creating a Macro Edge, Trading Options and Carry Trades

24 Mar 2023

Contributed by Lukas

This episode is sponsored by Amber Group Jim Leitner serves as President of Falcon Management Corporation and CIO of Falcon Family L.P., a family off...

Lindsay Politi on the Silicon Valley Bank Fall-Out, Duration Bubbles and Inflation

17 Mar 2023

Contributed by Lukas

Lindsay Politi is Head of Inflation Strategies at One River Asset Management. Lindsay began her career at Wellington Management in Boston where she w...

Niall Ferguson on Cold War 2, Middle East Conflict and Woke Students

10 Mar 2023

Contributed by Lukas

Niall Ferguson is the Milbank Family Senior Fellow at the Hoover Institution, Stanford University, and a senior faculty fellow of the Belfer Center at...

Mustafa Chowdhury on Mortgage Risks, Fed Shocks and Derivatives

03 Mar 2023

Contributed by Lukas

Mustafa is a rates guru and member of the research team at Macro Hive. Before this, Mustafa was the Head of Rates, FX, and Derivatives at Voya Investm...

Timothy Ash on Russia's Failure, China Intervention and EM Re-Alignment

24 Feb 2023

Contributed by Lukas

Timothy Ash is a Senior EM Sovereign Strategist at the $125bn fund, BlueBay, and is widely considered one of the leading experts on Ukraine and Russia...

Mikihiro Matsuoka on Japan Inflation, BoJ Outlook and Debt Problems

17 Feb 2023

Contributed by Lukas

Matsuoka-San is the Chief Economist of SBI Securities in Japan. Before that, he was the Chief Economist for Japan at Deutsche Bank. Overall, he has be...

Richard Oldfield on Value Investing, Warren Buffet and Elon Musk

10 Feb 2023

Contributed by Lukas

Richard founded Oldfield Partners in 2004.The firm is a value-style asset management firm with over $4bn in assets under management. Richard was Chair...

Deborah Seligsohn on What Everyone Gets Wrong on China's COVID and Climate Policies

03 Feb 2023

Contributed by Lukas

Deborah Seligsohn is an Assistant Professor of Political Science at Villanova University.  Her research focuses on Chinese politics, US-China relatio...

Phil Suttle on Fed Murdering Expansions and Bond Worries

27 Jan 2023

Contributed by Lukas

Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International...

Niels Kaastrup-Larsen and Alan Dunne on How to Make Money From Following the Trend

20 Jan 2023

Contributed by Lukas

Niels is the Managing Director of DUNN Capital (Europe) which has a track record going back over 45 years. He has been in the managed futures business...

Yesha Yadav on the Galactic Risks of the US Treasury Markets

13 Jan 2023

Contributed by Lukas

Yesha Yadav is Associate Dean and Professor of Law at Vanderbilt University Law School. She is one of the world's leading experts on financial and sec...

Andrew Revkin on What to Do About Climate Risk

06 Jan 2023

Contributed by Lukas

Andrew Revkin is one of America's most honoured and experienced environmental journalists and the founding director of the new Initiative on Communica...

Ivy Zelman on the Coming US Housing Crisis

30 Dec 2022

Contributed by Lukas

With everyone taking a well-deserved break over the holiday season, we decided to dig through our archives to bring you our most-listened-to podcast o...

Agathe Demarais on How Sanctions Backfire on the US

16 Dec 2022

Contributed by Lukas

Agathe Demarais is the Global Forecasting Director of The Economist Intelligence Unit. Agathe has a special focus on trade, sanctions, European affair...

Shannon O'Neil on What Everyone Gets Wrong About (De)Globalisation

09 Dec 2022

Contributed by Lukas

Shannon O'Neil is the vice president, deputy director of studies, and Nelson and David Rockefeller senior fellow for Latin America Studies at the Coun...

David Rubenstein on How to Invest Like Superstar Investors

02 Dec 2022

Contributed by Lukas

David Rubenstein is Co-Founder and Co-Chairman of the Carlyle Group – one of the largest private equity firms in the world. Prior to forming Carlyle...

Fred Thiel on FTX Fallout, Bitcoin Energy Myths, and Future of Crypto

25 Nov 2022

Contributed by Lukas

Fred Thiel is the CEO of Marathon Digital Holdings – one of the largest bitcoin mining companies in North America. Prior to this, Fred co-founded Sp...

Gerard DiPippo on CIA, US-China Tech War, and Taiwan Risks

18 Nov 2022

Contributed by Lukas

Gerard is a senior fellow with the Economics Program at the Center for Strategic and International Studies (CSIS). He joined CSIS after nearly 11 year...

Victoria Ivashina on Whether Private Markets Will Trigger a Crisis

11 Nov 2022

Contributed by Lukas

Victoria is Professor of Finance and Head of the Finance Unit at Harvard Business School. She is also the faculty chair of the Global Initiative for ...

Igor Yelnik on How to Trade Macro Differently

04 Nov 2022

Contributed by Lukas

Igor founded Alphidence Capital in 2020 and holds the positions of CEO and CIO. The fund is unusual in that it focuses on systematic macro investing. ...

Nouriel Roubini on World War 3 Starting, Debt Crisis and Robot Takeover

28 Oct 2022

Contributed by Lukas

Nouriel Roubini is CEO of Roubini Macro Associates and Chief Economist for Atlas Capital Team LP. He is Professor Emeritus at the Stern School of Busi...

Doomberg on Energy Scarcity, Nuclear Power and Failure of Energy Transition Policies

21 Oct 2022

Contributed by Lukas

The Doomberg team are energy gurus amongst other things. They are the anonymous publishing arm of a bespoke consulting firm providing advisory service...

Robert Carver on How To Build Successful Trading Strategies

14 Oct 2022

Contributed by Lukas

Robert is a systematic futures trader, writer, and researcher. He is the author of several books on systematic trading including 'Systematic Trading: ...

Dave Newman on Hedge Fund Success, Investment Banking Lessons and Writing Daily

07 Oct 2022

Contributed by Lukas

Dave is President and CIO of KC3 Capital Management. Before that, he was Head of Macro Trading NY at Moore Capital and Managing Director in FX and Mac...

Randy Schwimmer on Private Credit, Fed Shocks and Recession Risks

30 Sep 2022

Contributed by Lukas

Randy is co-head of senior lending and oversees senior lending origination and capital markets for Churchill Asset Management, which has $40bn of comm...

Howard Davies on How UK Chancellors Steer the UK In Crisis

23 Sep 2022

Contributed by Lukas

Howard Davies is the Chairman of the Board of Directors of Natwest Group. Previously, he was the Director of the London School of Economics (LSE) from...

Dr Sam Ramani on the Russia-Ukraine War, Recent Ukraine Wins and Putin's Endgame

17 Sep 2022

Contributed by Lukas

Sam is a tutor of politics and international relations at the University of Oxford, and an Associate Fellow at the British defence think tank, the Roy...

Artem Milinchuk on Alternative Assets, Farmland and Inflation Hedges

09 Sep 2022

Contributed by Lukas

Artem has over 10 years of finance experience in food, agriculture, and farmland. He holds an MBA from The Wharton School, and a BA and MA in Economic...

Karl Massey on the End of Investing as We Know It

02 Sep 2022

Contributed by Lukas

Karl is Fellow of the Royal Society of Arts, and Mentor at Creative Destruction Labs (Said Business School, University of Oxford). He began his career...

James Fok on the US-China Financial Cold War, Dollar Dominance and Role of HK

26 Aug 2022

Contributed by Lukas

James Fok is a veteran financial and strategic advisor to corporations and governments. He served as a senior executive at Hong Kong Exchanges and Cle...

Cameron Crise On Fed's Balance Sheet Problem, Equity Drawdowns and Inflation

19 Aug 2022

Contributed by Lukas

Cameron Crise is a macro strategist at Bloomberg, where he writes the Macro Man column and posts on the Markets Live blog. Previously, he was a global...

Denis Shull on Emotions as a Dataset and Avoiding Investment Mistakes [Replay]

12 Aug 2022

Contributed by Lukas

Denise Shull is the Founder and CEO of ReThink. In that role, she uses neuroscience and modern psychoanalysis to help clients become successful in inv...

Diego Parrilla On High Inflation, Anti-Bubbles and the Problem with Stop Losses

04 Aug 2022

Contributed by Lukas

Diego is Managing Partner at $1.8b Quadriga Asset Managers. Prior to joining Quadriga in Madrid in 2017, Diego worked in London, New York, and Singapo...

Lindsay Politi On the Inflation Path, Fed Cuts and Money Printing

29 Jul 2022

Contributed by Lukas

Lindsay Politi is Head of Inflation Strategies at  One River Asset Management. Lindsay began her career at Wellington Management in Boston where she ...

Ivy Zelman on the Coming US Housing Crisis

22 Jul 2022

Contributed by Lukas

Ivy Zelman is CEO at Zelman & Associates. She co-founded Zelman & Associates in 2007 which is a leading housing research firm in the US. In 2005, Ivy ...

Mikihiro Matsuoka on Bank of Japan policy, Japanisation of Economies, and the Demise of Capitalism

15 Jul 2022

Contributed by Lukas

Matsuoka-San is the Chief Economist of SBI Securities in Japan. Before that, he was the Chief Economist for Japan at Deutsche Bank. Overall, he has be...

Boris Vladimirov on Fed Scenarios, Recession Risks and EM Outperformers

08 Jul 2022

Contributed by Lukas

Boris is one of the top macro thinkers in the market. He is a managing director at Goldman Sachs. Before GS, he was partner and portfolio manager at R...

Marion Laboure on Democratising Finance, Bitcoin as Digital Diamond and Central Bank Digital Currency

01 Jul 2022

Contributed by Lukas

This episode is sponsored by Amber Group Marion is a senior economist at Deutsche Bank in London and a lecturer at Harvard University. She has extensi...

Raymond Sagayam on the Biggest Overlooked Market Risk, Building World Class Teams, and Lessons from Bodybuilding

24 Jun 2022

Contributed by Lukas

Ray is the Chief Investment Officer of Fixed Income at Pictet Asset Management. He joined Pictet in 2010 as Head of Total Return Fixed Income, before ...