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Boris Vladimirov on Macro Volatility, US Yields, and Recession Risks
Manage episode 381083973 series 2640191
Boris is one of the leading 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 with. In this podcast we discuss: the impact of fiscal policy on growth, how rates sensitivity of private sector has changed, recession odds, and much more.
Follow us here for more amazing insights:
https://macrohive.com/home-prime/
223 tập
Manage episode 381083973 series 2640191
Boris is one of the leading 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 with. In this podcast we discuss: the impact of fiscal policy on growth, how rates sensitivity of private sector has changed, recession odds, and much more.
Follow us here for more amazing insights:
https://macrohive.com/home-prime/
223 tập
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