Ep. 221: Vasileios Gkionakis on European Election Fallout, Fed and Fiscal Risks

Vasileios is Head of Europe Economics and Strategy at Aviva Investors – a £226bn global asset management firm. Based in London, he is responsible for monitoring and analysing macroeconomic developments and markets as well as formulating major asset class views, leading research and strategy in the UK and Europe. Previously, he held senior research roles at Citigroup, Lombard Odier, UniCredit Bank, BofA, Merrill Lynch, and Fulcrum Asset Management. In this podcast, we discuss:

UK election impact
UK inflation and BoE cuts
Comparison of UK and European mortgage rates
Understanding European election results and risks
Euro break-up risks
Why French elections were called?
European (and Italian/Spanish) growth and ECB cycle
US last mile inflation and Fed
US fiscal risks
Fiscal patterns around the world
US elections
Books mentioned: Beyond Biocentrism (Lanza, Berman), Noise (Kahneman, Sibony, Sunstein)

You can follow Vas here.

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