We talk economics and markets with leading policymakers and investors.
Dirk Willer On Emerging Markets Rallying, EM Inflation And Latam Challenges
This episode is supported by private equity platform Moonfare. In this show, I talk with Dr. Dirk Willer. He’s a Managing Director and Global Head of Emerging Markets FX and Fixed Income Strategy at Citigroup in NY. Previously, Dirk worked at Omega Advisors and RHG Capital as a global macro strategist and at Swiss Bank as Russia strategist. In this podcast we discuss: 1. Impact of Biden’s win on major EM. 2. Why EM does well with the vaccine breakthroughs. 3. Trading rules for EM markets.
Professor Justin Stebbing On Vaccine Breakthroughs And Herd-Immunity By Summer
This episode is supported by private equity platform Moonfare
In this show, I talk with Professor Justin Stebbing. Earlier this year, he published in the Lancet new research on using AI to find drugs to treat COVID-19 and recently published in Foreign Affairs China’s global role in vaccine distribution. In this podcast we discuss: 1. The significance of Pfizer’s 90% efficacy rate. 3. Managing public opinion and anti-vaxxers. 4. Which countries have secured vaccine supplies.
Gary Gerstle On Trump Not Conceding, Democrat Failures And The Upcoming Test Of The US Political System
The US election did not see the Democrat wave that many had expected, so I have US Presidential history expert of Cambridge University, Gary Gerstle, return to our podcast show. He gives his take on all things US elections and beyond. In this podcast we discuss: 1. The current risks of unrest if the results are not certified soon. 2. How will Biden manage the left and a Republican Senate ahead of 2022 midterms. 4.The profound importance of the Republicans winning State legislatures.
Michael Melvin On Quant Strategies In Currencies, Impact Of QE And Machine Learning
Michael was Managing Director and Senior Research Advisor in Multi-Asset Strategies at BlackRock. Michael is currently Executive Director of the Master of Finance program and also serves as Executive Director of the Pacific Center for Asset Management at UC San Diego. In this podcast we discuss: 1. The difference between quantitative and fundamental investing. 2. How to think about FX carry and momentum strategies. 3. How to use machine learning for trading
John Kay On Smaller Government And Business Failure, And Why Greed Is Dead
John Kay is one of the UK’s leading economists. His books on the tax system, corporate strategy and banking have been widely praised, and is a fellow at St. Johns College Oxford. In this podcast we discuss: 1. The importance of science for policymakers and why they do not use it more. 2. Why the 1970s failed and later why neo-liberalism failed. 3. Why productivity could be under-estimated. 4. The importance for businesses not to obsess about profits.
Gary Gerstle On Trump Authoritarianism, Biden’s Challenges, And Polarisation
Gary is Paul Mellon Professor of American History at Cambridge University. He is a social and political historian of the twentieth century, with substantial interests in the late eighteenth and nineteenth centuries. He has also testified before the US Congress on immigration matters. In this podcast we discuss: 1. How Biden could continue Trump’s protectionist policies 2. When was the last time the US was as polarised as today 3. The challenges of a Biden administration