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

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. 

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