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

Macro Hive Conversations With Bilal Hafeez

Sisällön tarjoaa Bilal Hafeez. Bilal Hafeez tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

2+ y ago 41:22

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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:

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

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