Latest / Macro Hive Conversations With Bilal Hafeez
Boris Vladimirov on Reverse Goldilocks, Central Bank Credibility, and Market Winners
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:
What is reverse goldilocks?
Parallels and differences to 1970s stagflation
The challenge of the current regime
How will policymakers respond?
What gives…
The skinny
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