Macro Hive Conversations With Bilal Hafeez Ep. 240: Ebrahim Rahbari on US Election Trades, Fed Cycle and German Challenges
Nov 1, 2024
Ebrahim Rahbari, an independent strategist and former Chief Currency Strategist at Citi, dives into the intriguing dynamics of the upcoming US elections. He discusses strategies for navigating market uncertainties, emphasizing how a Trump or Harris victory could impact financial trends. The conversation also explores the surprising resilience of the US economy amidst recession fears, alongside insights into inflation, policy implications, and the challenges facing Germany. Rahbari offers valuable advice for young professionals seeking longevity in their careers.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
From Academic Roots to Financial Insights
01:34 • 2min
Election Dynamics and Market Implications
03:30 • 11min
Resilience of the US Economy Amidst Recession Fears
14:45 • 3min
Inflation, Policy, and Investment Insights
17:41 • 22min
Navigating Early Career Choices and Insights on Longevity
39:35 • 3min