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14 March 2025 Politics & Geopolitics | US

Ep. 259: Thanos Papasavvas on Trump’s (Unsurprising) Geopolitical Shock

Bilal Hafeez

By Bilal Hafeez
1 min read

Thanos is the Founder and CIO of ABP Invest, which he founded in 2015. He began his career as an Economist for the UK Government Economic Service through the Civil Service Fast Stream during the ERM Crisis of 1992. Thanos then embarked on a 20-year asset management career with CSFB Investment Management (Credit Suisse) and Investec Asset Management (Ninety-One) managing assets across fixed income, emerging markets, multi-asset and currency management. In this podcast, we discuss:

Russia-Ukraine and Trump vs EU
Can Europe step up?
US vs China
Middle East dynamics
Equity outlook
China macro view
Inflation risks and Fed hike risks
AI and tech
Books mentioned: Elon Musk (Isaacson), Adults In The Room (Varoufakis), Lyndon Johnson Series (Caro), and The Collected Poems (Cavafy)

You can follow Thanos here.

Make sure to subscribe to the show on Apple, Spotify, YouTube, or wherever you go for your podcasts. You can follow us on Twitter and LinkedIn.

(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs. You are not permitted to publish, transmit, or otherwise reproduce this information, in whole or in part, in any format to any third party without the express written consent of Macro Hive. This includes providing or reproducing this information, in whole or in part, as a prompt.)

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