Global macro expert Alex Gurevich joins the Macrohive podcast to revisit 'The Next Perfect Trade.' Discover his insights on a potential US return to zero interest rates, the impact of AI on productivity, and his rigorous framework for overcoming portfolio paralysis.
The era of borderless expansion is over. Srividya Jandhyala, author of The Great Disruption, discusses why geopolitical risks are now primary drivers of corporate strategy and why companies need a fundamental operational overhaul.
Is the global financial system "quietly quitting" US assets? Amidst geopolitical volatility and shifting Fed policy, sophisticated investors are reevaluating American exposure. We analyze the structural trends and macroeconomic pivots defining the week ahead.
Rory Johnston breaks down the contradictory forces driving oil markets: from China’s hidden inventory builds to the Trump presidency’s complex impact. Discover why structural oversupply and waning demand suggest bearish risks ahead for 2026 despite current geopolitical floors.
Robert Koenigsberger explores the 2025 shift in Emerging Markets, from caution to FOMO. He discusses the 'submerging' market phenomenon, China’s turnaround, and why fiscal behaviors in developed nations are creating a new paradigm for global investors in private credit.
