Ep. 84: Boris Vladimirov on Reverse Goldilocks, Central Bank Credibility, and Market Winners
- By Bilal Hafeez
- 1 min read
Boris is one of the top 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 will be giving his personal opinions and not those of Goldman Sachs or any other organisations he is affiliated to. In this podcast, we discuss:
- What is reverse goldilocks?
- Parallels and differences to 1970s stagflation
- The challenge of the current regime
- How will policymakers respond?
- What gives central banks credibility?
- What does it mean for macro environment?
- Views on China
- How will equities, bonds and FX perform
- Why terms of trade matter
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You can read the transcript for this podcast here.
(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.)