Podcast Transcriptssee more…

  1. Podcast Transcript: Boris Vladimirov on Fed Scenarios, Recession Risks and EM Outperformers  

    Bilal Hafeez

    This is an edited transcript of our podcast episode with Boris Vladimirov, published 8 July 2022. Boris is one of the top macro thinkers in the market.

  2. Podcast Transcript: Marion Laboure on Democratising Finance, Bitcoin as Digital Diamond and Central Bank Digital Currency  

    Bilal Hafeez

    This is an edited transcript of our podcast episode with Marion Laboure, published 1 July 2022. Marion is a senior economist at Deutsche Bank in London...

  3. Podcast Transcript: Raymond Sagayam on the Biggest Overlooked Market Risk, Building World Class Teams, and Lessons from Bodybuilding 

    Bilal Hafeez

    This is an edited transcript of our podcast episode with Raymond Sagayam, published 24 June 2022. Ray is the Chief Investment Officer of Fixed Income at Pictet Asset Management.

  1. Podcast Transcript: Dominique Dwor-Frecaut on How the Fed is Setting Policy and Why an 8% US Interest Rate is Likely

    Bilal Hafeez

    This is an edited transcript of our podcast episode with Dominique Dwor-Frecaut, published 17 June 2022. Dominique Dwor-Frecaut is a Senior Macro Strategist for Macro Hive based in Los Angeles.

  2. Podcast Transcript: Bert Gochet on China Risks, India’s Future and Brazil’s Commodities 

    Bilal Hafeez

    This is an edited transcript of our podcast episode with Bert Gochet, published 10 June 2022. Bert is a macro strategist at Macro Hive, specialising in Emerging Markets strategy.

  3. Podcast Transcript: Thorsten Wegener On the Simplest Way to Understand Option Markets

    Bilal Hafeez

    This is an edited transcript of our podcast episode with Thorsten Wegener, published 3 June 2022. Thorsten spent twenty years trading equity derivatives and was a partner at Bear Stearns.

Podcast Transcript: Stéphane Ouellette on the Crypto Crash, and What Next

Bilal Hafeez

This is an edited transcript of our podcast episode with Stéphane Ouellette, published 27 May 2022. Stéphane is CEO and Co-Founder of FRNT Financial – a crypto-focused investment bank.

Podcast Transcript: Jay Newman on the Hidden Story of How Money is Moved Around the World

Bilal Hafeez

This is an edited transcript of our podcast episode with Jay Newman, published 20 May 2022. Jay spent 40 years in international finance, including at Elliot Management and Lehmans.

  1. Podcast Transcript: Mike Philbrick on Bond Massacres, Better Diversification and Systematic Thinking

    Bilal Hafeez

    This is an edited transcript of our podcast episode with Mike Philbrick, published 13 May 2022. Mike Philbrick is the Chief Executive Officer of ReSolve Global Asset Management.

  2. Podcast Transcript: Tymofiy Mylovanov on Ukrainian Resistance, Russia’s Hidden Economic Weapon and Germany’s Error

    Bilal Hafeez

    This is an edited transcript of our podcast episode with Tymofiy Mylovanov, published 6 May 2022. Tymofiy Mylovanov is the President of the Kyiv School of Economics.

  3. Podcast Transcript: Phil Suttle on the Inflation Combustion Model, the Fed’s Errors, and US Housing

    Bilal Hafeez

    This is an edited transcript of our podcast episode with Phil Suttle, published 29 April 2022. Phil is the founder of Suttle Economics – a leading research consultancy.

Podcast Transcript: John Butler on Stagflation, Financial Instability, and World Wars

Bilal Hafeez

This is an edited transcript of our podcast episode with John Butler, published 22 April 2022. John is a commodity guru amongst other things. He has 25 years of experience...

Podcast Transcript: Daniel Zwirn on Finding Value in the Biggest Bubble in History

Bilal Hafeez

This is an edited transcript of our podcast episode with Daniel Zwirn, published 14 April 2022. Dan Zwirn is the Co-Founder, CEO, and CIO of Arena Investors LP.

  1. Podcast Transcript: Josh Young on $200 Oil and the Structural Energy Supply Problem

    Bilal Hafeez

    This is an edited transcript of our podcast episode with Josh Young, published 8 April 2022. Josh Young is the Chief Investment Officer and Founder of Bison Interests.

  2. Podcast Transcript: Denise Shull on Emotions as a Dataset and Avoiding Investment Mistakes

    Bilal Hafeez

    This is an edited transcript of our podcast episode with Denise Shull, published 1 April 2022. Denise Shull is the Founder and CEO of ReThink...

  3. Podcast Transcript: Dominique Dwor-Frecaut on the Coming US Recession, and Fed’s Communication Problem

    Bilal Hafeez

    This is an edited transcript of our podcast episode with Dominique Dwor-Frecaut, published 25 March 2022. Dominique Dwor-Frecaut is a macro strategist for Macro Hive...

Podcast Transcript: Andy Constan on Lessons From Bridgewater, Equity Valuations and Top Trades

Bilal Hafeez

This is an edited transcript of our podcast episode with Andy Constan, published 18 March 2022. He has spent the past 33 years investing...

Podcast Transcript: [Emergency podcast] Timothy Ash on Why Investors Are Underestimating Fall-Out From Russia/Ukraine Conflict

Bilal Hafeez

This is an edited transcript of our podcast episode with Timothy Ash, published 9 March 2022. In the podcast we discuss, why Timothy has been expecting a larger conflict since 2015, why NATO expansion is not the core issue, why the conflict won’t end soon, and much more.

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