Ep. 242: Alberto Gallo on Trump Impact, Geopolitics and Favourite Markets – Macro Hive
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Hive Podcasts
15 November 2024
Economics & Growth | Politics & Geopolitics | US
Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit Opportunities fund at Algebris Investments. Previously, he ran macro credit research at RBS in London, and served in senior research roles at Goldman Sachs in New York, Bear Stearns in New York and London, and Merrill Lynch in London. In this podcast we discuss:
Impact of Trump on markets
Fed’s likely path
US growth and credit expansion
Which markets look attractive or not?
European pessimism
Credit and equity outlook
China balance sheet dynamics
Japan as global anchor for yields
Geopolitics: Russia/Ukraine, Middle East, China/Taiwan
Long-term challenge for economies
You can follow Alberto’s work here, follow him on Twitter here.
(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)
Your comments
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