Macro Hive Conversations With Bilal Hafeez
Ep. 222: Boris Vladimirov on US Exceptionalism, Europe Risks and China Weakness
Jun 28, 2024
Boris Vladimirov from Goldman Sachs discusses late cycle dynamics, concerns about China, impact on Europe, and the US exceptionalism. They also cover the potential economic implications of the US elections, rise of far-right in European elections, and the transformative impact of AI in education and job markets.
48:53
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Quick takeaways
- US economy's strength highlighted due to effective automatic stabilizers and responsive fiscal policies.
- Rise of far-right parties in Europe attributed to societal complexities and potential macroeconomic impacts.
Deep dives
Insights on the Global Macro Cycle and Concerns About China's Economy
The guest discusses being in a late or mature cycle within the global macroeconomy. Concerns are raised about growth dynamics in Asia, particularly focused on China's money dynamics and potential deleveraging issues impacting the global economy.
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