Latest / Macro Hive Conversations With Bilal Hafeez
Themos Fiotakis on Mispriced US Stimulus, Inflation Spikes and Neglected EM
Themos is the Head of Research at the macro hedge fund, Glen Point Capital. His previous roles included being Head of Fundamental Strategy at UBS and Head of EM FX Strategy at Goldman Sachs. In the podcast, we talk about:
How investors are not understanding the impact of the US stimulus
Will price increases be transitory?
How healthy is the US labour market?
Important shifts in China policy
How to play the Euro-area recovery
Investors are missing key EM trends
Favourite EM markets
Books that influenced Themos: Economics in Perspective (Galbraith) and A Theory of Justice (Rawls)
The skinny
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