Sean McGould – the founder/CEO of the Lighthouse Group – an approximately $17 billion investment management firm. Prior to Lighthouse, Sean was the Director of the Outside Trader Investment Program for Trout Trading Management Company. Before joining Trout, he worked for Price Waterhouse in auditing and corporate finance. In this podcast we discuss: The Multi-Strategy Investment Approach The Selective "War for Talent" Adapting to Trump 2.0 Volatility Targeting Real Returns vs Gold AI: A Digital ...
Feb 06, 2026•33 min•Ep. 344
Srividya Jandhyala is a professor of Management at ESSEC Business School in Singapore. Her research focuses on global strategy, geopolitics, and international business. She is the author of the best-selling book 'The Great Disruption: How Geopolitics is Changing Companies, Managers, and Work'. Before ESSEC, she was a Fung Global Fellow at Princeton University. She also served on the faculty of George Washington University in Washington, D.C., and she received her PhD in Management from the Whart...
Jan 30, 2026•35 min•Ep. 343
Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines. Prior to founding Commodity Context, Rory led commodity economics research at Scotiabank. In this podcast, we discuss: Trump's Bullish Paradox Importance of China's SPR Why OPE...
Jan 23, 2026•1 hr 7 min•Ep. 342
Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International Finance (IIF), JP Morgan, Barclays, the New York Fed and World Bank. He was educated at Oxford University and lives in the US. In the podcast, we talk about: US Labour Market Dissonance Trump's "Elizabeth Warren" Populism The Productivity Mystery Fed Under Pressure Sticky Inflation Through 2027 Global Business Disruptions Extreme Oil Volatility Japa...
Jan 16, 2026•45 min•Ep. 341
Robert is Founder, Chief Investment Officer and the Managing Partner of the $5bn EM fund, Gramercy. He founded Gramercy in 1998. Robert has 36 years of investment experience dedicated to emerging markets with a specialization in distressed opportunistic credit strategies. He is a member of Gramercy's Management Team and is Co-Chair of the Risk Management Committee. In this podcast we discuss: EM in 2025: From Caution to FOMO EM vs DM: A Role Reversal Since COVID The Problem with EM Labels & ...
Jan 07, 2026•34 min•Ep. 340
Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay was at Morgan Stanley, where he was ranked #1 by Institutional Investor in Global Equity Strategy and Global Asset Allocation Strategy. In this podcast, we discuss: Tripolar World (TPW) - regional integration in Asia, Europe, and Americas. Global growth long cycle driven by spending on AI, defense, and climate across regions. China-US AI competitio...
Dec 17, 2025•49 min•Ep. 339
Ken Tropin is a legend in the macro space. He is the Chairman and the founder of Graham Capital Management (GCM) - $20bn fund. Ken founded GCM in 1994 and has grown the firm into an industry leading alternative investment manager focusing on global macro discretionary and quantitative hedge fund strategies. Prior to founding GCM, Ken had significant experience in the alternative investment industry, including five years (1989 to 1993) as President and Chief Executive Officer of John W. Henry &am...
Dec 12, 2025•29 min•Ep. 338
Sangeet Paul Choudary is the best-selling co-author of Platform Revolution and author of the new book Reshuffle. He has advised leadership teams at over 40 Fortune 500 companies—including Nestlé, ExxonMobil, Daimler, ING, and Booking.com—as well as pre-IPO tech firms. Sangeet currently serves as a Senior Fellow at the University of California, Berkeley, and has spoken at global forums such as the G20 Summit, World50 Summit, and the World Economic Forum.
Dec 04, 2025•51 min•Ep. 337
David Dredge is the Chief Investment Officer of Convex Strategies, which is an agnostic value investor in volatility. David has over 30 years' experience managing risk across global markets. Prior to launching Convex Strategies, David served as a Managing Director and Portfolio Manager at Artradis Fund Management in Singapore, where he was responsible for the fixed income aspects of their volatility strategy. Earlier in his career, David built and ran Asian and Global EM trading businesses for R...
Nov 28, 2025•46 min•Ep. 336
Marc Rubinstein is author of Net Interest – a leading weekly newsletter on the world of finance. Before this, Marc spent ten years at leading hedge fund Lansdowne Partners, where he was a partner and portfolio manager. This was after he spent time on the sell-side working for Barclays Investment Bank (BZW), Schroders and then Credit Suisse, where he was head of the European banks research team. In this podcast we discuss:. AI bubble historical analogies 1907 crisis and non-bank growth Private cr...
Nov 20, 2025•43 min•Ep. 335
Mark Farrington is a Global Macro and Geopolitical Strategist and author of the 'Watchtower Reports,' which cover topics ranging from geopolitical risk to Bank of Japan monetary policy to US dollar dynamics. He previously served as Managing Director and Portfolio Manager of the Macro Currency Group at Principal Global Investors, where he worked for fifteen years. Before that, he spent 17 years in the Asia-Pacific region, primarily with Bankers Trust. In this podcast, we discuss: US Embrace of In...
Nov 14, 2025•56 min•Ep. 334
David Samra is a managing director of Artisan Partners – the $180bn global multi-asset investment platform. He is founding partner of the International Value Group, and portfolio manager of the Artisan International Value Fund, which he has managed since the portfolio's inception in September 2002. David has been nominated for the Morningstar International Stock Fund Manager of the Year Award six times. In this podcast, we discuss: Economic Value Added (EVA) and what makes a good business versus...
Nov 06, 2025•59 min•Ep. 333
Miguel Gutiérrez is a Partner and Head of Private Markets, at The Rohatyn Group (TRG) - a global asset manager that specialises in emerging markets and real assets. Prior to joining TRG in October 2004, Miguel served as the Chairman and CEO of the Telefónica Group in Argentina and Chairman of Grupo Concesionario del Oeste S.A. He also served as the non-executive Chairman of YPF S.A. from April 2016 to December 2019. Earlier in his career, Miguel held numerous senior positions at J.P. Morgan, inc...
Oct 30, 2025•47 min•Ep. 332
Gordon Hanson is the Peter Wertheim Professor in Urban Policy at Harvard Kennedy School and Academic Dean for Strategy and Engagement at Harvard Kennedy School. He is best known for his research on the labour market consequences of globalisation, including pioneering work on the China trade shock. Hanson's current research addresses the causes and consequences of regional job loss, the effectiveness of place-based policies in alleviating regional economic distress, and how the energy transition ...
Oct 23, 2025•34 min
Paul Cavey is a China-focused Asia economist with twenty-five years of experience covering the region. He runs East Asia Econ. Previously, he was a macro strategist in the global bond team at Wellington Management, head of China economics at Macquarie Securities and chief China economist at the Economist Intelligence Unit. In this podcast we discuss US-Chine trade war escalation, state of China's economy and Japanification, PBoC's next move, and much more. Follow us here for more amazing insight...
Oct 16, 2025•56 min
Shiloh Bates is a Partner and Chief Investment Officer. Prior to that, he was a Managing Director at Benefit Street Partners. During his 20-year career, Mr. Bates has worked for several CLO managers and has been one of the largest investors in CLO securities. He wrote the book, CLO Investing with a focus on CLO Equity and BB Notes. He is also the host of the CLO Investor Podcast. In this podcast we discuss private credit boom, growth in covenant-lite loans, industry concentration in CLOs, and mu...
Oct 10, 2025•35 min
Diane Coyle is the Bennett Professor of Public Policy at the University of Cambridge. She is the Research Director at the Bennett School of Public Policy. Diane's latest book is 'The Measure of Progress: Counting What Really Matters'. Her own research focuses on productivity, the digital economy and AI policy, and economic measurement. She has been writing about the effects of digital technologies since her first book, 'The Weightless World', in 1997. Diane is currently a member of the UK Govern...
Oct 02, 2025•25 min
Ryan Hass is director of the John L. Thornton China Center and the Chen-Fu and Cecilia Yen Koo Chair in Taiwan Studies at Brookings. He is also a senior fellow in the Center for Asia Policy Studies. Ryan focuses his research and analysis on enhancing policy development on the pressing political, economic, and security challenges facing the United States in East Asia. Before Brookings, Ryan served as the director for China, Taiwan and Mongolia at the National Security Council (NSC) staff. Prior t...
Sep 25, 2025•31 min
Jon Turek is the founder and CEO of JST Advisors, a hedge fund advisory service that publishes a weekly research note with global macro trade ideas. JST Advisors works closely with hedge funds on developing asymmetric macro trade ideas and market themes. Outside of JST Advisors, Jon worked as a portfolio manager at Brevan Howard and as an analyst at Moore capital. In this podcast we discuss whether the US labour market normalising or signalling recession, how much will Fed end up easing, impact ...
Sep 18, 2025•41 min
Chris Hughes is an economist and author who now serves as Chair of the Economic Security Project, a leading nonprofit advocating for economic power for all Americans. Chris was a cofounder of Facebook. He is the author of 'Fair Shot: Rethinking Inequality and How We Earn' and 'Marketcrafters'. In this podcast we discuss understanding market crafters that use state power to shape markets, importance of Bretton Woods collapse in late 1960s/1970s, Eurodollar and offshore dollar markets, and much mo...
Sep 11, 2025•48 min
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 the Western debt crisis, monopolisation and rising inequality, demographic problems, and m...
Sep 03, 2025•32 min
Jonathan Xiong is the founder and CEO/CIO of Arrowpoint Investment Partners, a new Asia-focused hedge fund. Prior to starting Arrowpoint, Jonathan was the Co-CEO of Millennium Management Asia for five years. Before that, he was Head of Fixed Income Alternatives and the lead Portfolio Manager for the GS Global Opportunities Fund at Goldman Sachs Asset Management (GSAM) for seven years. Prior to joining Goldman Sachs, Jonathan was a Managing Director and Senior Portfolio Manager at Mellon Capital ...
Aug 28, 2025•48 min
Adam Frank is a professor of astrophysics at the University of Rochester. A self-described 'evangelist of science,' Adam regularly writes and speaks about subjects like intelligent life forms in the universe, high-energy-density physics, space exploration and missions, climate change and more. In this podcast we discuss public science communication and scientific denialism, intersection of science, art and spirituality, searching for aliens – SETI and the Fermi Paradox, and much more. Follow us ...
Aug 21, 2025•1 hr 4 min
Antonio Del Favero is a macro strategist at Macro Hive. He focuses mainly on the US economy and G3 rates markets. Formerly, he worked at various macro hedge funds, including Tudor, Maniyar Capital and Brevan Howard. He holds a master's in finance from the ETH/University of Zurich and a master's in economics from Bocconi University. In this podcast we discuss the importance of financial conditions, why the US slowed in 2025 H1, impact of US tariffs, and much more. Follow us here for more amazing ...
Aug 14, 2025•33 min
Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various hedge funds including Bridgewater. Prior to the buy side, she worked at the New York Fed, IMF, and the World Bank. She holds a PhD in economics from the London School of Economics. This episode covers labour's declining share of income; economic stagnation, pro-business forces winning against antitrust, less immigration reducing supply and economic ...
Aug 07, 2025•35 min
Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International Finance (IIF), JP Morgan, Barclays, the New York Fed and World Bank. He was educated at Oxford University and lives in the US. In the podcast, we discuss US labour supply problem, state of the US consumer and weaker growth, Fed policy, and much more. Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macr...
Jul 31, 2025•43 min
Brad Setser is the Whitney Shepardson senior fellow at the Council on Foreign Relations. His expertise includes global trade and capital flows, financial vulnerability analysis, and sovereign debt restructuring. He regularly blogs at Follow the Money. Brad served as a senior advisor to the United States Trade Representative from 2021 to 2022, where he worked on the resolution of several trade disputes. He had previously served as the deputy assistant secretary for international economic analysis...
Jul 24, 2025•52 min
George Selgin is a senior fellow and director emeritus of the Center for Monetary and Financial Alternatives at the Cato Institute and professor emeritus of economics at the University of Georgia. He is the author of numerous books. His latest is 'False Dawn: The New Deal and the Promise of Recovery, 1933–1947'. In this podcast we discuss re-interpreting the New Deal, parallels between Roosevelt (FDR) and Trump, problem with rapid policy changes, and much more. Follow us here for more amazing in...
Jul 17, 2025•45 min
Dr. Kyle Keane is a Senior Lecturer in Assistive Technologies at the University of Bristol, where he leads research at the intersection of artificial intelligence, human cognition and assistive technology design. With a background in quantum computing and computational physics, he applies the scientific rigor of a physicist to studying human perception and the engineer's precision to designing technologies that translate complex information into interpretable, multi-sensory experiences. Previous...
Jul 10, 2025•1 hr 4 min
Keyu Jin is a global economist and author. She is an academic member of the China Finance 40 Group and has worked with the World Bank, the IMF, and the China Banking Regulatory Commission, and is a non-executive board member of the luxury conglomerate Richemont and Jardine Matheson. Born and raised in Beijing, she attended high school and college in the United States and holds a PhD in economics from Harvard University. In this podcast we discuss coming to the US (from China), beyond ideological...
Jul 03, 2025•47 min
