Ep. 222: Boris Vladimirov on US Exceptionalism, Europe Risks and China Weakness
Macro Hive Conversations With Bilal Hafeez
English - June 28, 2024 07:10 - 48 minutes - 112 MBInvesting Business News Business News finance investing economics Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
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 gives his personal opinions and not those of Goldman Sachs or any other organisations he is affiliated with. In this podcast, we discuss late cycle dynamics, concerns about China, impact on Europe, and much more.
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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 gives his personal opinions and not those of Goldman Sachs or any other organisations he is affiliated with. In this podcast, we discuss late cycle dynamics, concerns about China, impact on Europe, and much more.
Follow us here for more amazing insights:
https://macrohive.com/home-prime/