Best Gordon Asset Management Podcasts (2025)

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Ep. 332: Miguel Gutierrez on Argentina's Transformation, Latin American Opportunities, and Private Market Arbitrage. 46:36

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2d ago46:36

46:36

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…

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Ep. 331: Gordon Hanson on US Manufacturing Fetishisation, Job Loss, and the Middle Class 34:13

9d ago34:13

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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 …

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Ep. 330: Paul Cavey on US-China Trade War, Japan Politics and Taiwan Imbalances 55:41

16d ago55:41

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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 discus…

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Ep. 329: Shiloh Bates on CLO Risks, Private Credit and Macro Read-Through 34:57

22d ago34:57

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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 h…

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Ep. 328: Diane Coyle on GDP, Digital Gaps and Invisible AI Economy 24:32

1M ago24:32

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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…

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Ep. 327: Ryan Hass on China's Patient Power Play, and US-China Relations 31:25

1M ago31:25

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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 S…

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Ep. 326: Jon Turek on Fed Cuts, Recession Risks and Political Risks 41:23

2M ago41:23

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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 a…

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Ep. 325: Chris Hughes on Misunderstood Fed Chairs, Fed Balance Sheet and Offshore Dollars 47:47

2M ago47:47

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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 crafter…

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Ep. 324: Alberto Gallo on Western Debt Crisis, Real Assets and US Surprises 31:49

2M ago31:49

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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 Lond…

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Ep. 323: Jonathan Xiong on China, Dollar and Using AI in Asset Management 47:35

2M ago47:35

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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 Ass…

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Ep. 322: Rerelease – Adam Frank on Aliens, AI and Climate Collapse 1:03:53

2M ago1:03:53

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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…

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Ep. 321: Antonio Del Favero on Favourite Rates Trades, Fed and Dollar 32:39

3M ago32:39

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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 …

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Ep. 320: Dominique Dwor-Frecaut on Weak US Growth, Fed Independence and AI Impact 35:27

3M ago35:27

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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 …

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Ep. 319: Phil Suttle on Slowing US, Delayed Tariff Impacts and China Investment 43:19

3M ago43:19

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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 consu…

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Ep. 318: Brad Setser on Trump Tariffs, China's Surging Surplus and Dollar Policy 51:56

3M ago51:56

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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…

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Ep. 317: George Selgin on Trump Tariffs, Fed Independence and Dollar Vulnerability 45:19

4M ago45:19

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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-interp…

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Ep. 316: Kyle Keane on AI, Forecasting and Turning Blind 1:04:10

4M ago1:04:10

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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 percep…

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Ep. 315: Keyu Jin on What Everyone Gets Wrong on China 46:30

4M ago46:30

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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 i…

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Ep. 314: Marvin Barth on Trump's US Resurgence, No Fed Cuts and Dire Europe 1:04:13

4M ago1:04:13

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Marvin Barth is the creator of Thematic Markets and 'Seriously, Marvin?!' Thematic Markets is rigorous, institutional-quality research aimed at market professionals, while Seriously, Marvin?! presents more accessible takes on contrarian musings Marvin does not have time to research at Thematic Markets. Both publications benefit from the uniquely br…

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Ep. 313: Tom Montag on the Undiscovered Potential of Carbon Markets 37:56

5M ago37:56

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Tom Montag is the founding Chief Executive Officer of Rubicon Carbon. Tom has over 20 years of experience in financial markets. Previously, he was the Chief Operating Officer and President of global banking and markets at Bank of America. Tom was also a member of the company's executive management team, overseeing all businesses serving corporation…

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Ep. 312: Deepak Gurnani on Five Steps for Using AI in Investing 41:15

5M ago41:15

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Deepak Gurnani is the Founder and Managing Partner of Versor Investments. He is the former CIO of Investcorp's Hedge Fund Group and was one of its founding members in 1996. Deepak was also a member of its Management Committee. He retired from Investcorp in March 2013. Prior to Investcorp, Deepak spent six years with Citicorp. In this podcast we dis…

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Ep. 311: Ralph Sueppel on Quant Trading Macro the Right Way 48:11

5M ago48:11

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Ralph Sueppel is Managing Director for Research and Trading Strategies at Macrosynergy. Previously, he was an Executive Member and Portfolio Manager at Graham Capital. During his tenure there, he created the Systemic Risk and Systematic Value Project (now Macrosynergy Research), a non-profit project dedicated to educating the broader financial comm…

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Ep. 310: Helen Thomas on Trump's Controlled Demolition Strategy 49:35

5M ago49:35

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Helen Thomas is the CEO of Blonde Money, an independent consultancy firm that analyses and monitors mispriced risks in financial markets in the US, UK and the EU. Helen has a long and distinguished career in both finance and politics. She was an adviser to the former Chancellor of the Exchequer, George Osborne. Previously, Helen has been a partner …

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Ep. 309: Adam Frank on Aliens, AI and Climate Collapse 1:03:53

5M ago1:03:53

1:03:53

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…

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Ep. 308: Tobias Harris on Why Japan Matters 52:42

6M ago52:42

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Tobias Harris is the Founder and Principal of Japan Foresight LLC. He has observed Japan as a political risk analyst at Teneo Intelligence and as a researcher at universities and think tanks. He is also Senior Advisor for Japan at Aurora Macro Strategies. Tobias is the author of 'The Iconoclast: Shinzō Abe and the New Japan'. In this podcast we dis…

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Ep. 307: Michael Sandel on Populism, Saving Democracy, and Tyranny of Merit 1:11:31

6M ago1:11:31

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Michael Sandel teaches political philosophy at Harvard University. His writings – on justice, ethics, democracy, and markets – have been translated into more than 30 languages. His course 'Justice' is the first Harvard course to be made freely available online and on television, being viewed by tens of millions worldwide. Michael has served on the …

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Ep. 306: Ken Rogoff on Dollar Decline, Debt Worries and Fed Independence 1:52:36

6M ago1:52:36

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Kenneth Rogoff is Maurits C. Boas Professor at Harvard University, and former chief economist at the IMF. He has long ranked among the top dozen most cited economists and is an international grandmaster of chess. His influential 2009 book with Carmen Reinhart, This Time Is Different: Eight Centuries of Financial Folly, shows the remarkable quantita…

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Ep. 305: James van Geelen on 'Haves vs Have Nots' Theme, AI and Tariffs 49:05

6M ago49:05

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James van Geelen, founder of Citrini Research, which specializes in illuminating and demystifying the transformative 'megatrends' poised to shape societies, economies, and the market's distribution of returns for years to come. In this podcast we discuss crossovers between emergency medicine and trading, importance of a beginner's mindset, humility…

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Ep. 304: Zongyuan Zoe Liu on Calculated China vs Unpredictable US 1:01:39

7M ago1:01:39

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Zongyuan Zoe Liu is a senior fellow for China studies at the Council on Foreign Relations (CFR). Her work focuses on international political economy, global financial markets, sovereign wealth funds, supply chains of critical minerals, development finance, emerging markets, energy and climate change policy, and East Asia-Middle East relations. Dr. …

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Ep. 303: Mirza Baig on Trump's Trade Strategy, China Risks and Canada's Dilemma 46:32

7M ago46:32

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Mirza has a track record of 20 years in the field of researching and trading global foreign exchange. His methodology is built on comprehensive research on underlying fundamentals, rigorous scenario analysis, and a low-frequency, high-conviction approach for idea generation. Mirza has worked at top-tier sell-side firms, including Morgan Stanley, BN…

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Ep. 302: Vania Stavrakeva on Macro News, Investor Flows and Trading Markets 49:54

7M ago49:54

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Vania Stavrakeva is an Assistant Professor of Economics at the London Business School and has a PhD from Harvard. She has extensively studied exchange rate determination and how monetary policy, macroeconomics news and beliefs impact exchange rate movements. She has also produced innovative research on the global network of equity holdings and thei…

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Ep. 301: Andrew Polk on China's Bet on Tech Supremacy 49:26

7M ago49:26

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Andrew Polk is the co-founder and head of economic research at Trivium China, a Beijing-based strategic advisory firm. Before founding Trivium, he was China director at Medley Global Advisors. Previously, he was the resident China economist at The Conference Board's China Center for Economics and Business. Andrew is the co-author of The Long, Soft …

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Ep. 300: Gary Gerstle on Decoding Trump: Power & Chaos (Live at Cambridge University) 53:04

8M ago53:04

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Gary Gerstle is the Paul Mellon Professor of American History Emeritus and Paul Mellon Director of Research at the University of Cambridge. He is the author and editor of more than ten books, including two prize winners, American Crucible: Race and Nation in the Twentieth Century (2017) and Liberty and Coercion: The Paradox of American Government f…

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Ep. 259: Thanos Papasavvas on Trump's (Unsurprising) Geopolitical Shock 51:05

8M ago51:05

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Thanos is the Founder and CIO of ABP Invest, which he founded in 2015. He began his career as an Economist for the UK Government Economic Service through the Civil Service Fast Stream during the ERM Crisis of 1992. Thanos then embarked on a 20-year asset management career with CSFB Investment Management (Credit Suisse) and Investec Asset Management…

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Ep. 258: Randy Schwimmer on Why Private Credit Is Performing 50:49

8M ago50:49

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Randy Schwimmer is Vice Chairman of Churchill, where he oversees the Investor Solutions Group. Previously, he served as Co-Head of Senior Lending, responsible for senior lending origination and capital markets. Randy also serves on the firm's Executive Committee and Senior Lending Investment Committee. Randy is also the Founder and Publisher of The…

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Ep. 257: Joe Lavorgna on Trump Supercharging US Growth 37:53

8M ago37:53

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Joe Lavorgna is a Managing Director and Chief Economist for SMBC Nikko Securities. He was previously the Chief Economist for the Americas at Natixis. While there, Joe took a one-year leave of absence to serve in the Trump administration, where he was Special Assistant to the President, and Chief Economist of the National Economic Council. Prior to …

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Ep. 256: Max Stier on Trump Ripping Up Government 45:42

8M ago45:42

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Max Stier is President and CEO of the Partnership for Public Service. The Partnership has been widely praised as a thought leader on federal government management issues. Max has worked previously in all three branches of the federal government. Most recently, Max worked at the Department of Housing and Urban Development, having served as the Deput…

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Ep. 255: Chris Johnson on Trump vs China 57:22

9M ago57:22

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Chris Johnson spent nearly two decades at the CIA focusing on China and Asia. Today, Chris is the President and CEO of China Strategies Group. He also serves as a Senior Fellow on Chinese Politics at the Asia Society Policy Institute's Center for China Analysis and is a senior fellow in the office of the president at the Center for Strategic and In…

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Ep. 254: Jonny Matthews on US Economy and Why the Fed Will Not Cut in 2025 1:00:07

9M ago1:00:07

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Jonny Matthews is a senior portfolio manager at Fortem Capital and creator of SuperMacro, an institutional-level macroeconomic research platform. Before that, he spent 12 years as a partner at Brevan Howard, where he managed a $500 million investment portfolio. Earlier in his career, Johny spent 11 years at Citigroup, leading a team in equity deriv…

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Ep. 253: Barry Eichengreen on Trump Trade Policy, Dollar Status and Debt Crises 43:38

9M ago43:38

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Barry Eichengreen, Professor of Economics and Political Science at the University of California, Berkeley, is a former senior policy adviser at the International Monetary Fund. He is the author of many books, including 'In Defense of Public Debt' (Oxford University Press, 2021). In this podcast, we discuss the inflation regime, which central banks …

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Ep. 252: Jay Pelosky on How US Equities Could Underperform Rest of the World 46:16

9M ago46:16

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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 how US, Europe and Asia are fighting…

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Ep. 251: Phil Suttle on Fed Hiking in 2025 47:04

10M ago47:04

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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 how Trump 2.0 will impact macro, why tariffs…

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Ep. 250: Dominique Dwor-Frecaut on Non-Consensus View on Fed and Trump 2.0 28:46

10M ago28:46

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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, the IMF, and the World Bank. She holds a PhD in economics from the London School of Economics. This episode cov…

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Ep. 249: Mark Rzepczynski on Wicked Markets and Understanding Risk 43:15

10M ago43:15

43:15

Mark Rzepczynski is the managing member and CEO of AMPHI Research and Trading, a consulting firm to institutional investors and hedge funds on derivatives markets across all asset classes. His 40 years of experience includes CEO Funds Group of FourWinds Capital Management, president, CIO of John W. Henry Inc, and head of taxable fixed income resear…

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Ep. 248: Shawn Edwards on How Bloomberg Is Using AI (Replay) 43:47

10M ago43:47

43:47

Shawn Edwards is Bloomberg's Chief Technology Officer. Based in New York, he oversees the development of Bloomberg's global technology strategy. In 2017, Shawn was named in the top ten of the Institutional Investor Tech 40 – an annual ranking of financial industry technology leaders. Prior to joining Bloomberg in 2003, Shawn worked for Bear Stearns…

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Ep. 247: Julia Azari on Trump's Second Term, Constraints and Priorities 42:44

11M ago42:44

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Julia Azari is Professor in the Department of Political Science at Marquette University. She holds a Ph.D in political science from Yale University. Her research focuses on the American presidency, American political parties, political communication, and American political development. She is the author of 'Delivering the People's Message: The Chan…

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Ep. 246: Tomasz Nadrowski on Navigating Global Chaos 1:00:48

11M ago1:00:48

1:00:48

Tomasz is a portfolio manager at Amvest Capital – a natural resources-focused investment management firm. He has over 25 years of expertise in mining investments, including as a portfolio manager for Anholt, commodity strategist at Doyen Capital, portfolio manager at De Gouden Eeuw, and as a commodity analyst at Round Table Investment Management. H…

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Ep. 245: Frank Kelly on Why Everyone Underestimates Trump 54:21

11M ago54:21

54:21

Frank Kelly, Founder and Managing Partner of Fulcrum Macro Advisors, an independent strategic advisory firm. Frank began his career as a writer for President Ronald Reagan and went on to serve in the White House Office of Political Affairs. He served as a writer for President George H.W. Bush and then served at the Justice Department. From there, F…

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Ep. 244: In Memoriam - Professor Ian Shipsey on How Physics Can Change the World 1:06:13

11M ago1:06:13

1:06:13

In late September, I had the honour of recording a conversation with the late Professor Ian Shipsey, Head of Physics at Oxford University. Tragically, Professor Shipsey passed away shortly after our discussion. We are releasing this episode as a tribute to his remarkable contributions. Professor Shipsey was one of the leading particle physicists of…

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Ep. 243: Charles Engel on Currency Models, Carry Trades and Capital Flows 39:12

12M ago39:12

39:12

Charles Engel is Donald Hester Professor of Economics at the University of Wisconsin. He is also a Research Associate at the National Bureau of Economic Research and a Research Fellow at the Centre for Economic Policy Research. He has been a consultant to the Dallas and Chicago branches of the U.S. Federal Reserve, the European Central Bank, and th…