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Ep. 259: Thanos Papasavvas on Trump’s (Unsurprising) Geopolitical Shock
Manage episode 471336537 series 2640191
Thanos is the Founder and CIO of ABP Invest, which he founded in 2015. He began his career as an Economist for the UK Government Economic Service through the Civil Service Fast Stream during the ERM Crisis of 1992. Thanos then embarked on a 20-year asset management career with CSFB Investment Management (Credit Suisse) and Investec Asset Management (Ninety-One) managing assets across fixed income, emerging markets, multi-asset and currency management. In this podcast, we discuss Russia-Ukraine and Trump vs EU, whether Europe can step up, US vs China, and much more.
Follow us here for more amazing insights:
https://macrohive.com/home-prime/
260 つのエピソード
Manage episode 471336537 series 2640191
Thanos is the Founder and CIO of ABP Invest, which he founded in 2015. He began his career as an Economist for the UK Government Economic Service through the Civil Service Fast Stream during the ERM Crisis of 1992. Thanos then embarked on a 20-year asset management career with CSFB Investment Management (Credit Suisse) and Investec Asset Management (Ninety-One) managing assets across fixed income, emerging markets, multi-asset and currency management. In this podcast, we discuss Russia-Ukraine and Trump vs EU, whether Europe can step up, US vs China, and much more.
Follow us here for more amazing insights:
https://macrohive.com/home-prime/
260 つのエピソード
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1 Ep. 259: Thanos Papasavvas on Trump’s (Unsurprising) Geopolitical Shock 51:05

1 Ep. 258: Randy Schwimmer on Why Private Credit Is Performing 50:49

1 Ep. 257: Joe Lavorgna on Trump Supercharging US Growth 37:53

1 Ep. 256: Max Stier on Trump Ripping Up Government 45:42

1 Ep. 254: Jonny Matthews on US Economy and Why the Fed Will Not Cut in 2025 1:00:07

1 Ep. 253: Barry Eichengreen on Trump Trade Policy, Dollar Status and Debt Crises 43:38

1 Ep. 252: Jay Pelosky on How US Equities Could Underperform Rest of the World 46:16

1 Ep. 250: Dominique Dwor-Frecaut on Non-Consensus View on Fed and Trump 2.0 28:46

1 Ep. 249: Mark Rzepczynski on Wicked Markets and Understanding Risk 43:15

1 Ep. 248: Shawn Edwards on How Bloomberg Is Using AI (Replay) 43:47

1 Ep. 247: Julia Azari on Trump’s Second Term, Constraints and Priorities 42:44

1 Ep. 246: Tomasz Nadrowski on Navigating Global Chaos 1:00:48

1 Ep. 245: Frank Kelly on Why Everyone Underestimates Trump 54:21
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