59 min listen
Alex Gurevich On The Eternal Appeal Of Bonds, Fed’s Path To Zero And The Europe Bull Case
Alex Gurevich On The Eternal Appeal Of Bonds, Fed’s Path To Zero And The Europe Bull Case
ratings:
Length:
31 minutes
Released:
Apr 23, 2020
Format:
Podcast episode
Description
In this episode, I have a conversation with the super-smart and provocative thinker and investor, Alex Gurevich. In our wide-ranging chat, we discuss recent lessons learned, views on markets and risks to look out for. Specifically: 1. How not to become attached to one asset class or investment style. 2. How every crisis delivers something you’ve never seen before 3. Why crisis moments are when you should take most risk. 4. Why bonds can still be attractive even when yields are low 5. How keeping exposure to equities is still wise even if more declines are expected 6. Why Europe is a buy 7. How China has survived a major stress test 8. How to trade EM markets. 9. How supply chain failures are the biggest risk for the global economy.
Released:
Apr 23, 2020
Format:
Podcast episode
Titles in the series (100)
Alfonso Prat-Gay On How To Save Emerging Countries: In this episode, I talk with Alfonso Prat-Gay. He was Governor of the central bank of Argentina from 2002 to 2004 and later Argentina’s Finance Minister between 2015-2016. I had the pleasure of working under Alfonso during my J.P Morgan days in the... by Macro Hive Conversations With Bilal Hafeez