15 October 2021 China | Equities | FX

Ep. 84: Boris Vladimirov on Reverse Goldilocks, Central Bank Credibility, and Market Winners

(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

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

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.)

Your comments

Cancel reply

Please sign-up for a Macro Hive account then log in to leave your comments.

array(14) { [0]=> array(2) { ["select_cpt"]=> string(13) "bilals-points" ["cpt_image"]=> int(65990) } [1]=> array(2) { ["select_cpt"]=> string(15) "carolines-daily" ["cpt_image"]=> int(65991) } [2]=> array(2) { ["select_cpt"]=> string(20) "china-growth-tracker" ["cpt_image"]=> int(65992) } [3]=> array(2) { ["select_cpt"]=> string(19) "covid-19-macro-risk" ["cpt_image"]=> int(65993) } [4]=> array(2) { ["select_cpt"]=> string(12) "equity-flows" ["cpt_image"]=> int(65994) } [5]=> array(2) { ["select_cpt"]=> string(14) "flight-tracker" ["cpt_image"]=> int(65995) } [6]=> array(2) { ["select_cpt"]=> string(15) "fx_carry_report" ["cpt_image"]=> int(65996) } [7]=> array(2) { ["select_cpt"]=> string(18) "fx_position_report" ["cpt_image"]=> int(65997) } [8]=> array(2) { ["select_cpt"]=> string(13) "fx-valuations" ["cpt_image"]=> int(65998) } [9]=> array(2) { ["select_cpt"]=> string(19) "global-rates-weekly" ["cpt_image"]=> int(65999) } [10]=> array(2) { ["select_cpt"]=> string(17) "hive_intelligence" ["cpt_image"]=> int(66000) } [11]=> array(2) { ["select_cpt"]=> string(10) "key-events" ["cpt_image"]=> int(66001) } [12]=> array(2) { ["select_cpt"]=> string(20) "us-rates-correlation" ["cpt_image"]=> int(66002) } [13]=> array(2) { ["select_cpt"]=> string(20) "weekly-futures-model" ["cpt_image"]=> int(66003) } }

Hive Podcasts

Ep. 127: James Fok on the US-China Financial Cold War, Dollar Dominance and Role of HK

26 August 2022

Bilal Hafeez
array(14) { [0]=> array(2) { ["select_cpt"]=> string(13) "bilals-points" ["cpt_image"]=> int(65990) } [1]=> array(2) { ["select_cpt"]=> string(15) "carolines-daily" ["cpt_image"]=> int(65991) } [2]=> array(2) { ["select_cpt"]=> string(20) "china-growth-tracker" ["cpt_image"]=> int(65992) } [3]=> array(2) { ["select_cpt"]=> string(19) "covid-19-macro-risk" ["cpt_image"]=> int(65993) } [4]=> array(2) { ["select_cpt"]=> string(12) "equity-flows" ["cpt_image"]=> int(65994) } [5]=> array(2) { ["select_cpt"]=> string(14) "flight-tracker" ["cpt_image"]=> int(65995) } [6]=> array(2) { ["select_cpt"]=> string(15) "fx_carry_report" ["cpt_image"]=> int(65996) } [7]=> array(2) { ["select_cpt"]=> string(18) "fx_position_report" ["cpt_image"]=> int(65997) } [8]=> array(2) { ["select_cpt"]=> string(13) "fx-valuations" ["cpt_image"]=> int(65998) } [9]=> array(2) { ["select_cpt"]=> string(19) "global-rates-weekly" ["cpt_image"]=> int(65999) } [10]=> array(2) { ["select_cpt"]=> string(17) "hive_intelligence" ["cpt_image"]=> int(66000) } [11]=> array(2) { ["select_cpt"]=> string(10) "key-events" ["cpt_image"]=> int(66001) } [12]=> array(2) { ["select_cpt"]=> string(20) "us-rates-correlation" ["cpt_image"]=> int(66002) } [13]=> array(2) { ["select_cpt"]=> string(20) "weekly-futures-model" ["cpt_image"]=> int(66003) } }

Hive Podcasts

Ep. 116: Bert Gochet on China Risks, India’s Future and Brazil’s Commodities

10 June 2022

Bilal Hafeez
array(14) { [0]=> array(2) { ["select_cpt"]=> string(13) "bilals-points" ["cpt_image"]=> int(65990) } [1]=> array(2) { ["select_cpt"]=> string(15) "carolines-daily" ["cpt_image"]=> int(65991) } [2]=> array(2) { ["select_cpt"]=> string(20) "china-growth-tracker" ["cpt_image"]=> int(65992) } [3]=> array(2) { ["select_cpt"]=> string(19) "covid-19-macro-risk" ["cpt_image"]=> int(65993) } [4]=> array(2) { ["select_cpt"]=> string(12) "equity-flows" ["cpt_image"]=> int(65994) } [5]=> array(2) { ["select_cpt"]=> string(14) "flight-tracker" ["cpt_image"]=> int(65995) } [6]=> array(2) { ["select_cpt"]=> string(15) "fx_carry_report" ["cpt_image"]=> int(65996) } [7]=> array(2) { ["select_cpt"]=> string(18) "fx_position_report" ["cpt_image"]=> int(65997) } [8]=> array(2) { ["select_cpt"]=> string(13) "fx-valuations" ["cpt_image"]=> int(65998) } [9]=> array(2) { ["select_cpt"]=> string(19) "global-rates-weekly" ["cpt_image"]=> int(65999) } [10]=> array(2) { ["select_cpt"]=> string(17) "hive_intelligence" ["cpt_image"]=> int(66000) } [11]=> array(2) { ["select_cpt"]=> string(10) "key-events" ["cpt_image"]=> int(66001) } [12]=> array(2) { ["select_cpt"]=> string(20) "us-rates-correlation" ["cpt_image"]=> int(66002) } [13]=> array(2) { ["select_cpt"]=> string(20) "weekly-futures-model" ["cpt_image"]=> int(66003) } }

Hive Podcasts

Ep. 104: Andy Constan on Lessons From Bridgewater, Equity Valuations and Top Trades

18 March 2022

Bilal Hafeez
array(14) { [0]=> array(2) { ["select_cpt"]=> string(13) "bilals-points" ["cpt_image"]=> int(65990) } [1]=> array(2) { ["select_cpt"]=> string(15) "carolines-daily" ["cpt_image"]=> int(65991) } [2]=> array(2) { ["select_cpt"]=> string(20) "china-growth-tracker" ["cpt_image"]=> int(65992) } [3]=> array(2) { ["select_cpt"]=> string(19) "covid-19-macro-risk" ["cpt_image"]=> int(65993) } [4]=> array(2) { ["select_cpt"]=> string(12) "equity-flows" ["cpt_image"]=> int(65994) } [5]=> array(2) { ["select_cpt"]=> string(14) "flight-tracker" ["cpt_image"]=> int(65995) } [6]=> array(2) { ["select_cpt"]=> string(15) "fx_carry_report" ["cpt_image"]=> int(65996) } [7]=> array(2) { ["select_cpt"]=> string(18) "fx_position_report" ["cpt_image"]=> int(65997) } [8]=> array(2) { ["select_cpt"]=> string(13) "fx-valuations" ["cpt_image"]=> int(65998) } [9]=> array(2) { ["select_cpt"]=> string(19) "global-rates-weekly" ["cpt_image"]=> int(65999) } [10]=> array(2) { ["select_cpt"]=> string(17) "hive_intelligence" ["cpt_image"]=> int(66000) } [11]=> array(2) { ["select_cpt"]=> string(10) "key-events" ["cpt_image"]=> int(66001) } [12]=> array(2) { ["select_cpt"]=> string(20) "us-rates-correlation" ["cpt_image"]=> int(66002) } [13]=> array(2) { ["select_cpt"]=> string(20) "weekly-futures-model" ["cpt_image"]=> int(66003) } }

Hive Podcasts

Ep. 102: Jurrien Timmer on S&P to 8,000, Ukraine Fall-Out and Bitcoin Allocations

04 March 2022

Bilal Hafeez