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Boris Vladimirov

One of the leading macro thinkers in the market, managing director at Goldman Sachs and former partner and portfolio manager at Rokos Capital Management, Fortress, and Brevan Howard.

Best podcasts with Boris Vladimirov

Ranked by the Snipd community
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Jun 28, 2024 • 49min

Ep. 222: Boris Vladimirov on US Exceptionalism, Europe Risks and China Weakness

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.
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Oct 27, 2023 • 39min

Boris Vladimirov on Macro Volatility, US Yields, and Recession Risks

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.