May 29, 2020
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 General. His fund is one of the fastest growing multi-asset funds and has been a top quartile performer over the last five years. In his own word, Emiel replaced rowing with...
May 22, 2020
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 Minister between 2015-2016. I had the pleasure of working under Alfonso during my J.P Morgan days in the late 1990s, and I hold him up to be one of my most influential...
May 15, 2020
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 experience, including stints at J.P Morgan, Morgan Stanley and Stone Milliner.
On the podcast, we discuss:
1. Why using past recessions is not a guide to the...
May 7, 2020
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 representative of the German Economic Council, which focuses on the German-British relationship post-Brexit. Before that Bobby was at Goldman Sachs, where he was a partner and...
May 1, 2020
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 often lacking anywhere else. On the podcast, we discuss:
1. The parallels of the COVID crisis
with past crises such as the ones seen in the 1970s
2. The uniqueness of this...