Latest / Macro Hive Conversations With Bilal Hafeez
Boris Vladimirov on Fed Scenarios, Recession Risks and EM Outperformers
Boris is one of the top 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 will be giving his personal opinions and not those of Goldman Sachs or any other organisations he is affiliated to. In this podcast, we discuss:
1) Increased volatility in the business cycle. 2) How close are we to market crunch point. 3) Three most likely scenarios for the Fed, inflation, and…
The skinny
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