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Boris Vladimirov on Reverse Goldilocks, Central Bank Credibility, and Market Winners

Macro Hive Conversations With Bilal Hafeez

Release Date: 10/15/2021

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Macro Hive Conversations With Bilal Hafeez

Fabio is a Deputy Director of the Monetary and Capital Markets Department at the IMF. He is responsible for the Global Financial Stability Report that gives the IMF’s assessment of global financial stability risks. In this podcast we discuss: 1. How COVID shocks transmit to markets and the economy. 2. The likely impact of Omicron. 3. What are the risks to China? 4. How stable are stablecoins? 5. The investment challenge for climate policy

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Macro Hive Conversations With Bilal Hafeez

Omicron, the name of the new Covid-19 variant, caused panic across the world and a selloff in risk on Friday. Following an influx of questions from The Hive, we held an urgent webinar to discuss the strain.

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Nancy Davis is the founder and managing partner of Quadratic Capital Management. She is the portfolio manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL). . In this podcast we discuss: 1. Why ETFs are attractive wrappers for active strategies. 2. The pros and cons of investing in TIPs. 3. How the IVOL strategy performed during COVID. 4. Are real yields too low? 5. Risks for 2022 including stagflation.

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Edward Glaeser is Professor of Economics at Harvard University. He is perhaps the world’s leading expert on cities. In this podcast we discuss: 1. What defines a city? 2. How have pandemics impacted cities across history? 3. Why is there large inequality within cities? 4. Will Zoom revolution change cities? 5. What lead to growth of Silicon Valley

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Rolf Strauch is Chief Economist and Management Board Member of the European Stability Mechanism (ESM) and the European Financial Stability Facility (EFSF), which he joined in July 2010. In this podcast we discuss: 1. How did the economic policy response to COVID of Europe compare to the US? 2. Outlook around Europe’s Next Generation EU stimulus. 3. Can Europe’s capital markets grow to US levels? 4. Impact of Brexit on EU institutions. 5. Euro-area growth outlook

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Alex Gurevich On Trading COVID, Inflation and Games show art Alex Gurevich On Trading COVID, Inflation and Games

Macro Hive Conversations With Bilal Hafeez

Alex Gurevich is the Founder and CIO of HonTe Advisors, LLC. Alex has been involved in trading for over 20 years; holding various roles on Wall Street that included the launch of fixed income derivative trading franchises as well as running the macro book at JP Morgan. On this podcast we discuss: 1. How games like chess, go and poker can help your investing. 2. Alex’s experience of trading COVID in March 2020 and lessons learned. 3. US real yields could head lower. 4. Dollar view

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Scott Lynn on Investing In Art, Diversification and NFTs show art Scott Lynn on Investing In Art, Diversification and NFTs

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Scott is the Founder and CEO of Masterworks, a platform for investing in art markets. In this podcast we discuss: 1. What determines the value of art. 2. How has liquidity evolved in the art market. 3. What is the expected return of art? 4. How does art correlate to other asset classes 5. How can investors get exposure to art? 6. Views on NFT

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Azeem is the creator of Exponential View, a leading platform for in-depth tech analysis. His weekly newsletter is read by 200,000 people from around the world, and his podcast has featured guests including Yuval Noah Harari, Tony Blair and Kate Raworth. In this podcast we discuss: 1. The four technologies driving exponential age. 2. How tech companies defy conventional understanding. 3. Climate change and productivity. 4. Understanding US/China/Europe tech rivalry

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Boris Vladimirov on Reverse Goldilocks, Central Bank Credibility, and Market Winners show art Boris Vladimirov on Reverse Goldilocks, Central Bank Credibility, and Market Winners

Macro Hive Conversations With Bilal Hafeez

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. In this podcast, we discuss: 1. What is reverse goldilocks? 2. The challenge of the current regime. 3. What gives central banks credibility? 4. Views on China

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Marc is author of Net Interest – a leading weekly newsletter on the world of finance. Marc spent ten years at leading hedge fund Lansdowne Partners, where he was a partner and portfolio manager. In this podcast we discuss: 1. How to predict financial crises. 2. Can banks rebrand themselves as fintech? 3. What are the key fintech trends. 4. Is the crypto challenge to finance real? 5. What is the state of sell-side research?

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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:

  1. What is reverse goldilocks?
  2. Parallels and differences to 1970s stagflation
  3. The challenge of the current regime
  4. How will policymakers respond?
  5. What gives central banks credibility?
  6. What does it mean for macro environment?
  7. Views on China
  8. How will equities, bonds and FX perform
  9. Why terms of trade matter