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Boris Vladimirov on Inflation Permanence, European Banks and BRICS Outlook
This episode is supported by private equity platform Moonfare.
Boris focuses on global macro and EM. 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. In this podcast, we discuss:
Inflation outlook – the Europe surprise – inflation persistence.
Will fiscal spending crowd out private spending?
The best Europe trade.
Which yields matter for EM.
How important is China's deleveraging goals?
Where next for Chinese…
The skinny
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