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Ep. 202: Alberto Gallo on Trump, Fiscal Risks, and Market Outlook
Ep. 202: Alberto Gallo on Trump, Fiscal Risks, and Market Outlook
ratings:
Length:
44 minutes
Released:
Feb 9, 2024
Format:
Podcast episode
Description
Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit Opportunities fund at Algebris Investments. Previously, he ran macro credit research at RBS in London, and served in senior research roles at Goldman Sachs in New York, Bear Stearns in New York and London, and Merrill Lynch in London. In this podcast we discuss: the market being too focused on rate cuts, the importance of the new fiscal regime, inflation risks, and much more. Charts mentioned can be found here: https://macrohive.com/wp-content/uploads/2024/02/Gallo-charts.pdf Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive
Released:
Feb 9, 2024
Format:
Podcast episode
Titles in the series (100)
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