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Ep. 217: Mustafa Chowdhury on Surging Wealth, Hidden Bond Buyers and Fed Mistakes

Ep. 217: Mustafa Chowdhury on Surging Wealth, Hidden Bond Buyers and Fed Mistakes

FromMacro Hive Conversations With Bilal Hafeez


Ep. 217: Mustafa Chowdhury on Surging Wealth, Hidden Bond Buyers and Fed Mistakes

FromMacro Hive Conversations With Bilal Hafeez

ratings:
Length:
45 minutes
Released:
May 24, 2024
Format:
Podcast episode

Description

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/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive
Released:
May 24, 2024
Format:
Podcast episode

Titles in the series (100)

We talk economics and markets with leading policymakers and investors.