Think Macro by H2O AM
H2O Asset ManagementThink Macro: a podcast by H2O Asset Management where we go beyond the headlines to explore the forces shaping the global economy. Each episode offers a deep dive into macroeconomic trends, long-term shifts, and the strategic dynamics driving markets. Hosted on Ausha. See ausha.co/privacy-policy for more information.
| Publishes | Monthly | Episodes | 5 | Founded | 6 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessBusiness NewsInvestingNews | |||
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Latest Episodes
Between the loss of effectiveness of economic policies in the United States, European resilience, China's transition and the rise of emerging markets, our new episode of Think Macro explores the macroeconomic dynamics that are reshaping the global ba... more
In this episode of Think Macro, Vincent Chailley, CIO of H2O AM Group, explores an unusual market dynamic: central banks are cutting policy rates, yet long-term yields keep rising. This reversal is no coincidence - it reflects investors demanding a h... more
In this episode of Think Macro, Vincent Chailley, Group CIO of H2O AM, analyses the global AI investment boom and its macroeconomic implications. As trillions flow into data centres and big tech races to dominate the future, can these colossal invest... more
Europe has gained resilience since the sovereign debt crisis: a stabilising common currency, low unemployment, and debt held largely by domestic institutions. Yet behind this reassuring façade, growth remains stagnant at barely above 1% per year. Dec... more
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Apple Podcasts | #249 |  Ukraine/Business/Investing |
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