Gary Licht focuses on emerging and frontier markets, where he has researched and traded a wide collection of countries and asset classes for over 13 years. He also maintains a strong interest in macro, social and development issues.
Gary Licht focuses on emerging and frontier markets, where he has researched and traded a wide collection of countries and asset classes for over 13 years. He also maintains a strong interest in macro, social and development issues.
By Gary Licht February 13, 2020
In: Hive Exclusives | Business & Technology Geopolitics
On getting up to speed on 2019-nCoV, I observed early the resemblance of its mathematics to a 2019 paper using Metcalfe’s law to value bitcoin…
By Gary Licht October 31, 2019
In: Hive Exclusives | Geopolitics
Last week we considered the short-term reasons for believing in the rise of left-wing populism. Now, we now turn to the…
By Gary Licht October 24, 2019
In: Hive Exclusives | Geopolitics
Populism is dominating the current political cycle and it looks likely to remain in place over the next one. But where it’s right wing on top…
By Gary Licht September 18, 2019
In: Hive Exclusives | Europe Monetary Policy & Inflation Rates US
By Gary Licht August 12, 2019
In: Hive Exclusives | Geopolitics Growth & Labour Market Monetary Policy & Inflation Rates
Ukrainian assets are on fire. The 10-year Eurobond has returned nearly 30%, the local currency has delivered well over 20% (including carry)…
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