Ep. 214: Lindsay Politi On Higher Inflation Regime, Recession Risks And Debt Dynamics Macro Hive Conversations With Bilal Hafeez podcast

Artwork

Bilal Hafeez Finance Investing Economics Business Business Disciplines Trading

Innhold levert av Bilal Hafeez. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Bilal Hafeez eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Macro Hive Conversations With Bilal Hafeez « »
Ep. 214: Lindsay Politi on Higher Inflation Regime, Recession Risks and Debt Dynamics

9M ago 30:41

Del

MP3•Episoder hjem

Innhold levert av Bilal Hafeez. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Bilal Hafeez eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Lindsay Politi is Head of Inflation Strategies at One River Asset Management. Lindsay began her career at Wellington Management in Boston where she was head of Global Inflation-linked Investments. In that role she was one of the top TIPS managers by assets, managing over $10 billion in dedicated assets, with a top quintile track record for excess in her peer group. She then joined Tudor Investment Corporation in Greenwich as a discretionary macro investor, translating her inflation strategy onto a macro hedge fund platform. She then joined One River Asset Management in 2018. In this podcast we discuss how sentiment rather than actual inflation trend shifted in Q1, goods vs services inflation, PCE vs CPI inflation, and much more.

Follow us here for more amazing insights:

https://macrohive.com/home-prime/

https://twitter.com/Macro_Hive

https://www.linkedin.com/company/macro-hive

… continue reading

252 episoder

#Bilal Hafeez #Finance #Investing #Economics #Business #Business Disciplines #Trading

Artwork

Ep. 214: Lindsay Politi on Higher Inflation Regime, Recession Risks and Debt Dynamics

Macro Hive Conversations With Bilal Hafeez

202 subscribers

published 9M ago

Del

MP3•Episoder hjem

Innhold levert av Bilal Hafeez. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Bilal Hafeez eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Lindsay Politi is Head of Inflation Strategies at One River Asset Management. Lindsay began her career at Wellington Management in Boston where she was head of Global Inflation-linked Investments. In that role she was one of the top TIPS managers by assets, managing over $10 billion in dedicated assets, with a top quintile track record for excess in her peer group. She then joined Tudor Investment Corporation in Greenwich as a discretionary macro investor, translating her inflation strategy onto a macro hedge fund platform. She then joined One River Asset Management in 2018. In this podcast we discuss how sentiment rather than actual inflation trend shifted in Q1, goods vs services inflation, PCE vs CPI inflation, and much more.

Follow us here for more amazing insights:

https://macrohive.com/home-prime/

https://twitter.com/Macro_Hive

https://www.linkedin.com/company/macro-hive

… continue reading

252 episoder

#Bilal Hafeez #Finance #Investing #Economics #Business #Business Disciplines #Trading

All episodes

×

Velkommen til Player FM!

Player FM scanner netter for høykvalitets podcaster som du kan nyte nå. Det er den beste podcastappen og fungerer på Android, iPhone og internett. Registrer deg for å synkronisere abonnement på flere enheter.

Lytt til 500+ tema

Lytt til dette showet mens du utforsker