Macro Hive Conversations With Bilal Hafeez

Alberto Gallo on Investor Complacency, Crisis Risks and Fed’s Dilemma

Jun 9, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The Origin Story of Andromeda
01:32 • 2min
3
The Process of Trading a Credit Micro Fund
03:53 • 3min
4
The Tradeoff Between Price Stability and Financial Stability
06:55 • 4min
5
The Tradeoff Between Inflation and Financial Stability in the Fed
11:24 • 2min
6
The Elephant in the Room: Are We Going Back to the Pre-Covid World?
13:45 • 2min
7
The Risk of Recession in the Credit Market
15:27 • 4min
8
How to Invest in a Negative Credit Environment
19:18 • 4min
9
Ukraine: A Sustainable Capital Structure
23:28 • 3min
10
The Future of Emerging Markets
25:59 • 2min
11
The Gap Between India and China
28:13 • 4min
12
The Doveish Bias in Bond Markets
32:23 • 2min
13
The Importance of Learning
34:02 • 2min
14
The Open Society and Its Enemies
36:17 • 4min