Ep. 222: Boris Vladimirov on US Exceptionalism, Europe Risks and China Weakness

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 at Rokos Capital Management, Fortress, and Brevan Howard. Boris started his career on the sell side, which included working at UBS and Dresdner. Boris gives his personal opinions and not those of Goldman Sachs or any other organisations he is affiliated with. In this podcast, we discuss:

Late cycle dynamics
Concerns about China
Impact on Europe
Role of automatic fiscal stabilisers in US
EM risks: elections
Unusual corporate dynamics in US
Fed policy in 2024
Understanding recession probabilities and R-star
US elections and debt
Which country’s debt to worry about
Rise of far-right in Europe and Euro breakup risks
Impact of AI on economy and tech bubble?
Books mentioned: Vienna: How the City of Ideas Created the Modern World (Cockett), Babel (Kuang)

Read a transcript of this podcast here.

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