Aug 10, 2022
In this week’s episode, Oussama sits down with Marcelo Mequita to discuss all things Brazil and Brazillian Equities. Marcelo has more than 30 years’ experience as an analyst, banker and board member in the region. He is a founding partner and PM at Leblon Equities, an asset management firm focused on Brazilian...
Feb 21, 2022
In this week’s episode, we take two differing outlooks for inflation and put them to the test. Our guest this week, Oliver Adler recently retired as Chief Economist for Switzerland at Credit Suisse in June 2021. Prior to this he spent close to 20 years in various positions at UBS, including 5 years as head of...
Feb 14, 2022
With emerging market geopolitics taking center stage in 2022, in Russia, china and latin America – we asked this weeks guest Rachel Ziemba to come on the podcast to share her thoughts.
Rachel Ziemba is an Adjunct Senior Fellow at the Center for a New American Security.Her research focuses on the interlinkages between...
Oct 4, 2021
Our guest this week is Marco Annunziata. Marco has worked in policy, finance and industry, most recently as the chief economist and head of business innovation strategy at GE. He is a TED speaker and two-times winner of the Rybszynki prize for best paper in business economics for his book, “The Economics of the...
Sep 15, 2021
China’s stock market is one of the only major equity indices to have posted negative returns in 2021 – reflecting the impact of political and regulatory headwinds that have thrown cold water on investors’ enthusiasm for its market. In today’s podcast, we are joined by George Magnus.
George is an independent...