1BasisPoint

Krish and Rehan

The global macro podcast. Long-form, unscripted conversations with the fund managers navigating rates, FX, commodities, emerging markets, and geopolitics across borders.Hosted by Krish Lohia and Rehan Ganapathy

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Épisodes

8 épisodes

Long Oil, Short AI: A Macro Investor’s Year in Review il y a 2 semaines 51:29
Is the Spending Supercycle Setting Up Emerging Markets? | Jay Pelosky il y a 4 semaines 1:01:22
The Tale of Two Tails — Why Convexity Isn’t Insurance | Antoine Guillon il y a 1 mois 1:03:41
The Fed Creates the Crises It Rescues Us From | James Athey, Fixed Income Fund Manager il y a 6 mois 1:18:47
Mispricing Across Emerging Markets: Micro Themes vs Macro Reality il y a 7 mois 59:02
Where Value Still Lives: Evan Tindell il y a 7 mois 1:03:05
Future Of Private Equity Deal Origination il y a 7 mois 42:29
Finance in the Modern Age il y a 7 mois 53:18