Asset Allocation | Equities | FX
Podcast Transcript: Gavyn Davies on Inflation, Asset Allocation and ChatGPT
- By Bilal Hafeez
- 40 min read
This is an edited transcript of our podcast episode with Gavyn Davies, published 12 May 2023. Gavyn is a Founder and the Chairman of Fulcrum – a $5bn independent asset management firm. Prior to Fulcrum, Gavyn was Chairman of the BBC from 2001. He joined Goldman Sachs in 1986 and became Partner in 1988 when he also became the Chief Economist as well as Chairman of the Research Department until he left in 2001. Gavyn was a member of H.M. Treasury Independent Forecasting Panel (1992-1997). He joined the Government’s Policy Unit as an Economist (1974) and was an Economic Policy Adviser to the British Prime Minister (1976-1979). Gavyn graduated in Economics from Cambridge in 1972 followed by two years of research at Oxford. In this podcast, we discuss the difference between public and private sector economics, whether governments should listen to markets, what explains low productivity, and much more. While we have tried to make the transcript as accurate as possible, if you do notice any errors, let me know by email.
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