Macro Hive Conversations With Bilal Hafeez

Ep. 242: Alberto Gallo on Trump Impact, Geopolitics and Favourite Markets

Nov 15, 2024
Alberto Gallo, Chief Investment Officer and Co-founder at Andromeda Capital Management, shares his insights on the impact of Trump on markets and the Federal Reserve's trajectory. He discusses U.S. growth strategies and credit expansion, alongside the unique role of Japan's central bank amid global tensions. Gallo explores how geopolitical conflicts influence investment strategies and highlights the pressing issues of economic inequality and adaptive policies needed to navigate the changing landscape.
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