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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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Avsnitt

8 avsnitt

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