Fabio Natalucci

Fabio Natalucci, CEO of the Andersen Institute for Finance & Economics and former IMF official, shares his insights on global financial stability and emerging markets. He discusses the challenges of a multipolar world, the shifting dynamics of the dollar, and alternative stores of value like gold and Bitcoin amid concerns over currency debasement. Natalucci highlights the attractiveness of emerging markets due to credible policies and real rates, while also addressing AI investment's impact on economic growth and the risks associated with frontier sovereign debt.

Fabio Natalucci and Jason Wu from the GFSR team discuss risks like debt, struggling real estate in China and the US, and cybersecurity in the face of decreasing inflation. They analyze challenges in managing inflation, stability of the global financial system, and emerging market resilience. The podcast also covers debt risks, fiscal concerns, and cybersecurity threats in the financial sector.

Fabio Natalucci, CEO of the Anderson Institute for Finance & Economics and former senior official at the IMF and U.S. Treasury, discusses critical insights on private credit's rise and associated risks to global financial stability. He highlights how economic slowdowns and tariffs impact this sector, questioning the balance between private credit and traditional banking. Additionally, he dives into regulatory challenges, liquidity concerns, and the complexities of the U.S.-China trade dynamics, reflecting on the broader implications for investors and market health.

Fabio Natalucci, CEO of the Andersen Institute for Finance & Economics and former Deputy Director at the IMF, joins Damian Sassower to tackle the intricacies of global economic challenges. They discuss the impact of central bank policies on recession risks in the U.S. and emerging markets. Natalucci highlights the complexities of currency dynamics and the influence of structural selling on the U.S. dollar. The conversation also covers the implications of credit default swaps and the need for international cooperation in navigating frontier markets.

Fabio Natalucci, the Deputy Director of the IMF's Monetary and Capital Markets Department, shares his insights on current financial risks. He discusses the Federal Reserve's rapid interest rate hikes and examines why the financial system remained surprisingly stable despite these shifts. Topics include liquidity risks highlighted by the UK real estate fund issues and the resilience of non-bank financial institutions. Natalucci emphasizes the need for vigilance against unnoticed risks and the impact of recent changes since the 2008 crisis.