Ep. 217: Mustafa Chowdhury on Surging Wealth, Hidden Bond Buyers and Fed Mistakes
Macro Hive Conversations With Bilal Hafeez
English - May 24, 2024 08:22 - 44 minutes - 102 MBInvesting Business News Business News finance investing economics Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Mustafa is a rates guru and member of the research team at Macro Hive. Before this, Mustafa was the Head of Rates, FX, and Derivatives at Voya Investments, where he helped manage $40 billion of assets. Prior to that, he was a Managing Director and Head of US Rates and MBS Strategy at Deutsche Bank. And in the 1990s, he was Co-Head of Asset-Liability Management at Freddie Mac, where he was responsible for managing one of the world’s largest fixed income derivatives portfolios and trading desks. In this podcast we discuss misunderstandings around current rates regime, the rise in household wealth, why levels matter more than changes, and much more.
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https://macrohive.com/home-prime/
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Mustafa is a rates guru and member of the research team at Macro Hive. Before this, Mustafa was the Head of Rates, FX, and Derivatives at Voya Investments, where he helped manage $40 billion of assets. Prior to that, he was a Managing Director and Head of US Rates and MBS Strategy at Deutsche Bank. And in the 1990s, he was Co-Head of Asset-Liability Management at Freddie Mac, where he was responsible for managing one of the world’s largest fixed income derivatives portfolios and trading desks. In this podcast we discuss misunderstandings around current rates regime, the rise in household wealth, why levels matter more than changes, and much more.
Follow us here for more amazing insights:
https://macrohive.com/home-prime/