Frank Kelly, Founder of Fulcrum Macro Advisors and former White House writer, discusses the evolving landscape of American politics, likening Trump to Reagan. He argues that Trump’s influence is underestimated, predicting his 2024 victory as 'Trump 4.0'. The conversation dives into trade policy dynamics, immigration challenges, and the potential impact on the Federal Reserve. Kelly shares insights on geopolitics under Trump and offers career advice for young professionals, bringing a wealth of experience from his time in public service and the financial sector.

In this heartfelt discussion, Ian Shipsey, a leading particle physicist and Head of Physics at Oxford University, shares his passion for science and advocacy for accessibility. He explores how physics can combat climate change, focusing on renewable energy innovations like perovskite solar cells. Shipsey also dives into the potential of nuclear fusion and the groundbreaking world of quantum computing. His insights into innovative education initiatives at Oxford highlight the importance of inspiring the next generation of scientists.

In this insightful discussion, Charles Engel, the Donald Hester Professor of Economics at the University of Wisconsin, delves into currency models and exchange rate dynamics. He explores how the US dollar serves as a paradoxical safe-haven currency, even amid heavy debts. Engel critiques traditional forecasting methods and highlights modern approaches that consider financial variables and real interest rates. His thoughts on carry trades and the implications of central bank policies offer a valuable perspective on international monetary dynamics.

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.

Gary Gerstle is the Paul Mellon Professor of American History Emeritus and Paul Mellon Director of Research at the University of Cambridge. He is the author and editor of more than ten books, including two prize-winners, American Crucible: Race and Nation in the Twentieth Century (2017) and Liberty and Coercion: The Paradox of American Government from the Founding to the Present (2015). His most recent book, The Rise and Fall of the Neoliberal Order: America and the World in the Free Market Era (2022), was chosen as a Best Book of 2022 by the Financial Times and Prospect Magazine. He has also testified before the US Congress on immigration matters. This podcast covers: how Trump won, inflation vs threat to democracy, how migrant issue was nationalised, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Ebrahim Rahbari, an independent strategist and former Chief Currency Strategist at Citi, dives into the intriguing dynamics of the upcoming US elections. He discusses strategies for navigating market uncertainties, emphasizing how a Trump or Harris victory could impact financial trends. The conversation also explores the surprising resilience of the US economy amidst recession fears, alongside insights into inflation, policy implications, and the challenges facing Germany. Rahbari offers valuable advice for young professionals seeking longevity in their careers.

Thomas Drechsel is Assistant Professor at the Economics Department of the University of Maryland. His research focuses on monetary policy, the role of commodities for emerging market economies, as well as real-time monitoring of economic activity. His work has been published in the Review of Economic Studies, the American Economic Journal and the Journal of Finance. He holds a PhD from the London School of Economics. In this podcast we discuss how to measure political pressure on Fed, the Nixon and LBJ cases, impact on inflation and growth, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

In this discussion, Rory Johnston, an oil market researcher and founder of Commodity Context, delves into the nuances of the oil market for 2024. He highlights the impact of Middle East conflicts and Saudi supply adjustments on global prices. Johnston also analyzes the surprising decline in Chinese oil demand due to economic shifts and geopolitical factors, as well as the implications of U.S. oil policy amidst these dynamics. His insights provide a fascinating glimpse into the forces shaping the future of oil markets.

Antonio Del Favero, a macro strategist at Macro Hive with experience at top hedge funds, dives into the dynamics of the US economy and labor market. He discusses the implications of recent unemployment trends and the potential soft landing for markets. Del Favero highlights the shift from housing investments to equities amid rising credit card delinquencies and inflation risks. He also shares personal investment insights and essential career advice, urging alignment of one's career with passion for better financial stability.

Sean McMeekin, a PhD and Bard College professor, delves into the roots of Communism and its historical impact. He discusses the influence of the French Revolution on modern ideologies and draws parallels between COVID-19 lockdowns and communist policies. The conversation highlights the philosophical connections between socialism and ancient thought, contrasting Lenin and Stalin's differing approaches. McMeekin also examines contemporary challenges to freedom of expression in the digital age and the evolving landscape for aspiring historians in academia.