Macro Hive Conversations With Bilal Hafeez Ep. 202: Alberto Gallo on Trump, Fiscal Risks, and Market Outlook
Feb 9, 2024
Alberto Gallo, Chief Investment Officer and Co-founder at Andromeda Capital Management, discusses the market focus on rate cuts, the importance of the new fiscal regime, inflation risks, political factors, populist policies, private equity, market complacency, and the intersection of markets and technology.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Potential Impact of Interest Rate Cuts and Political Factors
02:00 • 10min
Populist Policies and Economic Inequality
11:44 • 15min
Private Equity, US Strength, and Market Outlook
26:54 • 3min
Complacency in the Market and Portfolio Shift
30:07 • 12min
Exploring the Intersection of Markets and Technology
41:38 • 2min