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Episode 4: Prof. Steve Hanke on the Lebanese Crisis
May 8, 2020
The team sits down with Prof. Steve Hanke, who outlines his proposal for a private sector-led currency solution in Lebanon.
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Episode 3: COVID-19
March 11, 2020
In this episode, the team focuses on the secondary level effects that we expect COVID-19 will have on future policy decisions, inflation expectations and investor positioning.
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Episode 2: India
February 10, 2020
Until recently, India was a darling of global allocators seeking to capitalize on an exciting growth story. In the last few years, however, we have seen structural issues arise, along with hesitant consumer mindsets has let to growth stagnating. We explore a few longer-term arguments for the prospects of the economy and highlight some of the shorter-term realities Investors are facing.
Episode 1: Macro Outlook 2020
January 21, 2020
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