21 May 2021 Other

Ep. 64: Themos Fiotakis on Mispriced US Stimulus, Inflation Spikes and Neglected EM

Bilal Hafeez Bilal Hafeez
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Themos is the Head of Research at the macro hedge fund, Glen Point Capital. His previous roles included being Head of Fundamental Strategy at UBS and Head of EM FX Strategy at Goldman Sachs. In the podcast, we talk about:

How investors are not understanding the impact of the US stimulus
Will price increases be transitory?
How healthy is the US labour market?
Important shifts in China policy
How to play the Euro-area recovery
Investors are missing key EM trends
Favourite EM markets
Books that influenced Themos: Economics in Perspective (Galbraith) and A Theory of Justice (Rawls)

If you would like to connect with Themos, contact us 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.)

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Ep. 64: Themos Fiotakis on Mispriced US Stimulus, Inflation Spikes and Neglected EM

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