Listen Top Shows Blog

Ep. 242: Alberto Gallo on Trump Impact, Geopolitics and Favourite Markets

Ep. 242: Alberto Gallo on Trump Impact, Geopolitics and Favourite Markets

Update: 2024-11-15

Share

Description

Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit Opportunities fund at Algebris Investments. Previously, he ran macro credit research at RBS in London, and served in senior research roles at Goldman Sachs in New York, Bear Stearns in New York and London, and Merrill Lynch in London. In this podcast we discuss impact of Trump on markets, Fed’s likely path, US growth and credit expansion, 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

Comments

Top Podcasts

The Best New Comedy Podcast Right Now – June 2024 The Best News Podcast Right Now – June 2024 The Best New Business Podcast Right Now – June 2024 The Best New Sports Podcast Right Now – June 2024 The Best New True Crime Podcast Right Now – June 2024 The Best New Joe Rogan Experience Podcast Right Now – June 20 The Best New Dan Bongino Show Podcast Right Now – June 20 The Best New Mark Levin Podcast – June 2024

In Channel

Ep. 242: Alberto Gallo on Trump Impact, Geopolitics and Favourite Markets

Ep. 242: Alberto Gallo on Trump Impact, Geopolitics and Favourite Markets

2024-11-1530:50

Ep. 241: Gary Gerstle on Trump’s Big Win and the Future of American Politics

Ep. 241: Gary Gerstle on Trump’s Big Win and the Future of American Politics

2024-11-0853:39

Ep. 240: Ebrahim Rahbari on US Election Trades, Fed Cycle and German Challenges

Ep. 240: Ebrahim Rahbari on US Election Trades, Fed Cycle and German Challenges

2024-11-0143:07

Ep. 239: Thomas Drechsel on Measuring Political Pressure on Fed, Predicting Fed, and Better Nowcasts

Ep. 239: Thomas Drechsel on Measuring Political Pressure on Fed, Predicting Fed, and Better Nowcasts

2024-10-2549:49

Ep. 238: Rory Johnston on Oil to $65, Middle East Risks and Trump Agenda

Ep. 238: Rory Johnston on Oil to $65, Middle East Risks and Trump Agenda

2024-10-1855:45

Ep. 237: Antonio Del Favero on the Fed’s Mistake, Inflation Risks and Financial Conditions

Ep. 237: Antonio Del Favero on the Fed’s Mistake, Inflation Risks and Financial Conditions

2024-10-1148:58

Ep. 236: Sean McMeekin on the Return of Communism

Ep. 236: Sean McMeekin on the Return of Communism

2024-10-0401:17:36

Ep. 235: Christian Schwarz on AI Bubbles, Using AI in Trading and Synthetic Data

Ep. 235: Christian Schwarz on AI Bubbles, Using AI in Trading and Synthetic Data

2024-09-2742:12

Ep. 234: Jay Pelosky on Bullish Equities, Early Cycle US and Trump Losing

Ep. 234: Jay Pelosky on Bullish Equities, Early Cycle US and Trump Losing

2024-09-2001:00:18

Ep. 233: Mirza Baig on Best EM Trades, Fed Easing and China Carry Trade

Ep. 233: Mirza Baig on Best EM Trades, Fed Easing and China Carry Trade

2024-09-1330:23

Ep. 232: Bob Elliott on US Recession Odds, Fed Policy and Equity Risks

Ep. 232: Bob Elliott on US Recession Odds, Fed Policy and Equity Risks

2024-09-0636:33

Ep. 231: J. Doyne Farmer on Making Sense of Chaos

Ep. 231: J. Doyne Farmer on Making Sense of Chaos

2024-08-3046:12

Ep. 230: Shawn Edwards on How Bloomberg Is Using AI

Ep. 230: Shawn Edwards on How Bloomberg Is Using AI

2024-08-2343:47

Ep. 229: Brad Setser on Yen Carry Trade, US-China Trade, and US Profit Offshoring

Ep. 229: Brad Setser on Yen Carry Trade, US-China Trade, and US Profit Offshoring

2024-08-1657:48

Ep. 228: Liang Ding on China’s Economy and Markets

Ep. 228: Liang Ding on China’s Economy and Markets

2024-08-0944:34

Ep. 227: Álvaro Cartea on AI Manipulating Markets (and What to Do About It)

Ep. 227: Álvaro Cartea on AI Manipulating Markets (and What to Do About It)

2024-08-0255:42

Ep. 226: Gary Gerstle on Kamala Impact, Trump Policies and Political Realignments

Ep. 226: Gary Gerstle on Kamala Impact, Trump Policies and Political Realignments

2024-07-2647:14

Ep. 225: Dr Pippa Malmgren on Trump’s Plans, Peace Dividend, and Space Tech

Ep. 225: Dr Pippa Malmgren on Trump’s Plans, Peace Dividend, and Space Tech

2024-07-1954:05

Ep. 224: Philipp Carlsson-Szlezak and Paul Swartz on Macro Shocks, Crises, and False Alarms

Ep. 224: Philipp Carlsson-Szlezak and Paul Swartz on Macro Shocks, Crises, and False Alarms

2024-07-1257:58

Ep. 223: Shahin Vallée on French Election Fallout, Second Round Scenarios, and Germany’s Debt Brake

Ep. 223: Shahin Vallée on French Election Fallout, Second Round Scenarios, and Germany’s Debt Brake

2024-07-0525:58

00:00

00:00

x

Ep. 242: Alberto Gallo on Trump Impact, Geopolitics and Favourite Markets

Ep. 242: Alberto Gallo on Trump Impact, Geopolitics and Favourite Markets