Macro Hive Conversations With Bilal Hafeez
Business:Investing
Lindsay Politi is Head of Inflation Strategies at One River Asset Management. Lindsay began her career at Wellington Management in Boston where she was head of Global Inflation-linked Investments. In that role she was one of the top TIPS managers by assets, managing over $10 billion in dedicated assets, with a top quintile track record for excess in her peer group. She then joined Tudor Investment Corporation in Greenwich as a discretionary macro investor, translating her inflation strategy onto a macro hedge fund platform. She then joined One River Asset Management in 2018. In this podcast we discuss how sentiment rather than actual inflation trend shifted in Q1, goods vs services inflation, PCE vs CPI inflation, and much more.
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Ep. 218: Gordon Hanson on US-China Trade War, Immigration and US Elections
Ep. 217: Mustafa Chowdhury on Surging Wealth, Hidden Bond Buyers and Fed Mistakes
Ep. 216: Dominique Dwor-Frecaut on Inflation Persistence, Immigration Surge and Trump Effect
Ep. 215: Nick Rohatyn on How to Navigate Emerging Markets Investing
Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype
Ep. 212: Nick Baltas on Mastering Systematic Strategies from Alpha to AI
Ep. 211: John Coates on How a Few Financial Institutions Control Everything
Ep. 210: Mark Koyama on What Makes Some Nations Richer Than Others
Ep. 209: Darrell Duffie on Treasury Market Dysfunction, Dollar Dominance and CBDC
Ep. 208: David Dredge on Inflation, Underpriced Risks and Sharpe Ratio Flaws
Ep. 207: Dave DeWalt on Cyber Warfare, Attacks on US Election, and AI
Ep. 206: Nigel Toon on How AI Thinks and How We Can Control It
Ep. 205: Gary Gerstle on Unprecedented Trump, Unrecognised Biden, and Unusual Times
Ep. 204: Claudia Sahm on Inflation Risks, Fed Cuts, and Recession
Ep. 203: Melanie Mitchell on Can Artificial Intelligence Beat Human Thinking
Ep. 202: Alberto Gallo on Trump, Fiscal Risks, and Market Outlook
Ep. 201: Henry Ritchotte on Managing Banks, Start-Ups, and the New Investment Era
Ep. 200: Julia Azari on Trump’s Dictatorial Powers, Biden’s Unpopularity, and US Elections
Ep. 199: Dominique Dwor-Frecaut on Fed Slashing Rates and Trump Winning
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