Apr 30, 2021
This episode is supported by private equity platform Moonfare.
Wolfgang Münchau is co-founder and director of Eurointelligence. He was a Financial Times columnist from 2003 until 2020 and co-founder and editor-in-chief of Financial Times Deutschland. He is the author of several books, including Meltdown Years. In...
Apr 23, 2021
This episode is sponsored by Masterworks.
Jeff is Head of Global Investment Research for Alhambra Investment Partners. He started his career in portfolio management and equity research before focusing on broad investment research since the 2000s. In this podcast, we discuss:
- Do central banks believe in QE?
- Why QE...
Apr 16, 2021
This episode is supported by private equity platform Moonfare.
Boris focuses on global macro and EM. He is a managing director at Goldman Sachs. Before GS, he was partner and portfolio manager at Rokos Capital Management, Fortress and Brevan Howard. Boris started his career on the sell-side which included working at...
Apr 9, 2021
This episode is supported by private equity platform Moonfare.
Bobby is partner and portfolio manager at Toscafund Asset Management. He is author of the widely read newsletter, Macro Eagle. He has been the UK representative of the German Economic Council. Before that Bobby was at Goldman Sachs where he was a partner and...
Apr 1, 2021
David Riley is Partner and Chief Investment Strategist of BlueBay Asset management – a USD70bn fixed income fund. Before Bluebay, David was global head of Fitch’s Sovereign and Supranational Group, responsible for more than 130 ratings of the world’s largest fixed-income issuers. Prior to Fitch, David was at HM...