Macro Hive Conversations With Bilal Hafeez Boris Vladimirov on Macro Volatility, US Yields, and Recession Risks
Oct 27, 2023
Boris Vladimirov, managing director at Goldman Sachs, discusses macro volatility, fiscal policy, recession risks, market instability, impact of higher interest rates on asset allocation, and AI in finance including the role of data.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Macroeconomic Volatility and Fiscal Policy
01:44 • 3min
Ongoing Debate on Soft Landing vs Hard Landing Recession
05:04 • 21min
Market Risks and Areas of Instability
25:40 • 7min
Impact of Higher Interest Rates on Asset Allocation and Role of AI in Finance
32:27 • 2min
AI in Finance and the Role of Data
34:25 • 5min