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.)

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Ep. 90: Nancy Davis on How to Position for True Inflation Risk

26 November 2021

Bilal Hafeez
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hive-podcasts

Ep. 89: Edward Glaeser on Will Cities Survive After COVID

19 November 2021

Bilal Hafeez
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hive-podcasts

Ep. 88: Rolf Strauch On Europe’s Reboot, Managing Sovereign Risk and Euro Growth

12 November 2021

Bilal Hafeez
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hive-podcasts

Ep. 87: Alex Gurevich On Trading COVID, Inflation and Games

05 November 2021

Bilal Hafeez

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