Boris Vladimirov on Inflation Permanence, European Banks and BRICS Outlook - a podcast by Bilal Hafeez
from 2021-04-16T09:46:08
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This episode is supported by private equity platform Moonfare.
Boris focuses on global macro and EM. 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. In this podcast, we discuss:
- Inflation outlook – the Europe surprise – inflation persistence.
- Will fiscal spending crowd out private spending?
- The best Europe trade.
- Which yields matter for EM.
- How important is China’s deleveraging goals?
- Where next for Chinese currency and bonds?
- Outlook for BRICS countries and which markets to buy.
- Machine learning vs regressions.
- Books that influenced Boris: Twenty-Eight Years In Wall Street (Clews), Economic Interdependence and War (Copeland), The Ashtray (Morris) and Twelve Virtues of Rationality (Yudkowsky).
- Current market views on bonds and equities.
Further episodes of Macro Hive Conversations With Bilal Hafeez
Further podcasts by Bilal Hafeez
Website of Bilal Hafeez