Ep. 214: Lindsay Politi on Higher Inflation Regime, Recession Risks and Debt Dynamics

Macro Hive Conversations With Bilal Hafeez

Contenuto fornito da Bilal Hafeez. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Bilal Hafeez o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

7M ago 30:41

MP3•Pagina principale dell'episodio

Lindsay Politi is Head of Inflation Strategies at One River Asset Management. Lindsay began her career at Wellington Management in Boston where she was head of Global Inflation-linked Investments. In that role she was one of the top TIPS managers by assets, managing over $10 billion in dedicated assets, with a top quintile track record for excess in her peer group. She then joined Tudor Investment Corporation in Greenwich as a discretionary macro investor, translating her inflation strategy onto a macro hedge fund platform. She then joined One River Asset Management in 2018. In this podcast we discuss how sentiment rather than actual inflation trend shifted in Q1, goods vs services inflation, PCE vs CPI inflation, and much more.

https://macrohive.com/home-prime/

https://twitter.com/Macro_Hive

https://www.linkedin.com/company/macro-hive

243 episodi

#Bilal Hafeez #Finance #Investing #Economics #Business #Business Disciplines #Trading