Armed with a PhD in economics, Torsten Slok spent several years at the OECD, doing deep dive analysis and making policy recommendations on big picture issues such as pension reform, tax systems and health care policy, before ultimately hitting Wall Street. He spent more than 15 years on the sell-side, a period that included the GFC and Pandemic and the lean ... Show More
Yesterday
Ronnie Wexler, Global Head of Equities Distribution, Barclays
It was a pleasure to host a discussion with Ronnie Wexler, Global Head of Equities Distribution at Barclays, and solicit his insights on change – in markets, in client relationships and in the growing role of technology across the financial ecosystem. We begin with Ronnie’s early ... Show More
59m 22s
May 11
Robert Flatley, Founder & CEO TS Imagine
I was excited to host this conversation with Rob Flatley, Founder and CEO of TS Imagine, on prediction markets, AI-driven workflows, and the structural changes reshaping financial market infrastructure. We begin with Rob’s path from software engineering into capital markets, incl ... Show More
1h 1m
Apr 28
Hari Krishnan, Head of Volatility Strategies at SCT Capital Management
It was a pleasure to host a conversation with Hari Krishnan, Head of Volatility Strategies at SCT Capital, on the changing nature of volatility markets, portfolio hedging, and why commodities may offer increasingly valuable diversification in today’s environment. Hari reflects on ... Show More
59m 34s
Sep 2023
Andrew Sheets: GDP, Inflation and a Possible Government Shutdown
<p>Corporate credit is likely to continue outperforming, even if downward revisions to GDP, sticky inflation data and a potential government shutdown could mean a less restrictive approach from the Fed.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Mark ... Show More
3m 9s
Jun 2024
Lots More With Neil Dutta on a Looming Fed Policy Error
Neil Dutta, the top economist over at Renaissance Macro, has generally been sunny and optimistic about the economy over the last four years or so. But now he's warning of a possible mistake by the Federal Reserve. In his view, the central bank is waiting too long to get confirmat ... Show More
24m 4s
Sep 2022
Global Macro: Intervention & Inflation
<p>Amidst increased volatility across credit, equity and FX markets, many investors this week are wondering, what is the path ahead for Fed intervention? Chief Cross Asset Strategist Andrew Sheets, Global Chief Economist Seth Carpenter and Head of Thematic and Public Policy Resea ... Show More
10m 14s
<p>As inflation continues to rise beyond expectations, the Fed is set to meet next week, leaving markets to wonder if an acceleration in rate hikes might be in store this summer.</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Robert ... Show More
