Henry McVey
Head of Global Macro, Balance Sheet & Risk and CIO of KKR’s Balance Sheet. Offers perspectives on market trends and investment opportunities.
Top 3 podcasts with Henry McVey
Ranked by the Snipd community
9 snips
Mar 29, 2025 • 27min
Market outlook: Is the glass still half full? with Henry McVey (KKR) & Solita Marcelli (UBS CIO)
Join Solita Marcelli, CIO Americas for UBS, and Henry McVey, KKR’s Head of Global Macro, as they dissect the market outlook for 2025 and beyond. They explore the balance of caution and optimism in a volatile landscape driven by U.S. productivity. The discussion highlights adaptive investment strategies amid geopolitical tensions and emphasizes opportunities in AI and infrastructure. Insights from their travels to regions like Mexico and China reveal key challenges and overlooked investments beyond major tech firms.
May 25, 2024 • 39min
Bloomberg Wall Street Week - May 24th, 2024
Guests on the podcast discuss the broadening market outlook, domestic investment opportunities in China, power demands of data centers, potential impacts of tax increases, economic policies of Biden and Trump, and challenges for college graduates in the evolving job market.
Nov 4, 2023 • 34min
Bloomberg Wall Street Week - November 3rd, 2023
Former Council of Economic Advisers Chair explains US labor market slowdown. Citi US Equity Strategist analyzes cross-asset rally after Fed pause. Willett Advisors CEO discusses UAW agreements with Big Three automakers. KKR Head of Global Macro and Asset Allocation dives into China's shift to disinflationary.
