Beste Bob Yen podcasts (2024)

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Ep. 233: Mirza Baig on Best EM Trades, Fed Easing and China Carry Trade 30:23

12h ago30:23

30:23

Mirza Baig is a senior EM strategist at Macro Hive. He has been researching and trading global FX and rates products for 20 years. His career boasts affiliations with premier sell-side entities such as Morgan Stanley, BNP Paribas, and Deutsche Bank. Moreover, his invaluable expertise from the buy-side perspective at Point 72 positions him uniquely …

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Will the Election Trigger Market Chaos? What the Smart Money is Doing NOW! 📉💸 Ep#173 24:47

6d ago24:47

24:47

In episode 173 of the Payne Points of Wealth, we dive into the potential market volatility that could be triggered by the upcoming election. 📊 As uncertainty looms, investors are on edge, wondering how their portfolios might be impacted. But fear not! We’ve got the inside scoop on what the smart money is doing right now to navigate these turbulent …

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Ep. 232: Bob Elliott on US Recession Odds, Fed Policy and Equity Risks 36:33

8d ago36:33

36:33

Bob Elliott is the Co-Founder of Unlimited, which uses machine learning to create index replication ETFs of alternative investments, like hedge funds. Prior to founding Unlimited, Bob was a Senior Investment Executive at Bridgewater Associates, where he served on the Investment Committee (G7) and led Ray Dalio’s personal investment research team fo…

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Ep. 231: J. Doyne Farmer on Making Sense of Chaos 46:12

15d ago46:12

46:12

J. Doyne Farmer is Director of the Complexity Economics Programme and Professor of Complex Systems Science at the University of Oxford. He is also External Professor at the Santa Fe Institute and Chief Scientist at Macrocosm. He was a founder of Prediction Company, a quantitative automated trading firm that was sold to UBS in 2006. His book, Making…

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The Real Reason Cash is (Still) Trash in Today’s Economy⚠️🚨 20:13

15d ago20:13

20:13

In episode 172 of the Payne Points of Wealth, Bob, Ryan & Chris dive deep into the financial landscape of 2024 to uncover why cash, even if it is parked in a 5% money market fund remains a poor choice for your wealth. Join us as we explore the hidden truths and expert insights that reveal the pitfalls of holding onto too much cash in today’s rapidl…

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Ep. 230: Shawn Edwards on How Bloomberg Is Using AI 43:47

21d 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. 229: Brad Setser on Yen Carry Trade, US-China Trade, and US Profit Offshoring 57:49

28d ago57:49

57:49

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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The IRS is Eyeing Your Retirement Savings: Are You Protected? 22:28

29d ago22:28

22:28

In episode 171 of Payne Points of Wealth, we cover recent IRS changes to inherited retirement accounts and their potential impact on your financial plan. We’ll highlight potential risks, common mistakes, and steps you can take to protect your retirement savings, by reducing taxes and staying compliant with IRS rules.…

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Ep. 228: Liang Ding on China’s Economy and Markets 44:34

1M ago44:34

44:34

My colleague Mirza Baig hosted this podcast on my behalf. Liang is a markets professional, with 20 years’ experience as a portfolio manager, quantitative analyst, currency strategist, and China economist. He has spent most of his career based in Germany, where he earned his PhD and worked at several asset managers including DWS. Liang recently retu…

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Don’t Panic, Stay Zen About the Yen … 🧘‍♂️ 22:23

1M ago22:23

22:23

Markets have been rocked by volatility after a prolonged period of calm. Since Friday, we’ve seen a significant wave of stock selloffs, largely driven by the unraveling of the once-profitable Japanese Yen Carry Trade. Bob, Ryan, and Chris break down the dramatic twists and turns that have led to the unwinding of this very risky strategy and discuss…

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Insider Reveals how the Hedge Fund Industry Really Works: Interview with Joseph Macaione 1:01:01

1M ago1:01:01

1:01:01

In this episode of The Payne Points of Wealth, we interview our cousin Joe Macaione, a top hedge fund insider. Joe shares his journey from the Goldman Sachs bond desk to three decades working in the hedge fund industry, covering the “wild West” early days to the Great Financial Crisis, and the subsequent regulations that followed. Joe offers insigh…

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Ep. 227: Álvaro Cartea on AI Manipulating Markets (and What to Do About It) 55:42

1M ago55:42

55:42

Álvaro Cartea is Professor of Mathematical Finance in the Mathematical Institute, University of Oxford, and director of the Oxford-Man Institute of Quantitative Finance. He is a founding member and deputy chairman of the Commodities & Energy Markets Association (CEMA). Before coming to Oxford, Álvaro was Reader in Mathematical Finance at University…

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Ep. 226: Gary Gerstle on Kamala Impact, Trump Policies and Political Realignments 47:14

2M ago47:14

47:14

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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A.I. Boom or Bust? Are We Headed for Market Turmoil!? 19:00

2M ago19:00

19:00

Door Ryan Payne

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Ep. 225: Dr Pippa Malmgren on Trump’s Plans, Peace Dividend, and Space Tech 54:05

2M ago54:05

54:05

Dr. Pippa Malmgren is an economist who makes sense of the world economy by writing books, founding tech businesses, advising policymakers around the world and through public speaking and teaching. She lectures at Sandhurst and is a Founder member of the Lunar University, a NASA-originated project to ensure the first human institution on the moon re…

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Stock Market Frenzy: Too Late to Buy?? 24:44

2M ago24:44

24:44

Door Ryan Payne

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Ep. 224: Philipp Carlsson-Szlezak and Paul Swartz on Macro Shocks, Crises, and False Alarms 57:58

2M ago57:58

57:58

Philipp Carlsson-Szlezak is Boston Consulting Group (BCG)’s Global Chief Economist and a managing director and partner in the firm’s New York office. Paul Swartz is Senior Economist and executive director at BCG. He co-leads the Center for Macroeconomics at the BCG Henderson Institute in New York. They have recently published a new book, ‘Shocks, C…

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Is Inflation Draining Your Wealth? The Must-Know Strategies to Protect Your Future ... 26:09

2M ago26:09

26:09

Door Ryan Payne

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Ep. 223: Shahin Vallée on French Election Fallout, Second Round Scenarios, and Germany’s Debt Brake 25:58

2M ago25:58

25:58

My colleague Henry Occelston hosted this podcast on my behalf. Shahin Vallée is a senior fellow at the German Council on Foreign Relations (a German think tank) and also a Board Member overseeing Europe coverage at the Observatory group, a geopolitical macro-advisory firm. He was previously an economic advisor to the President of the European Counc…

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Money Market Funds: The Silent Wealth Killer?? 23:27

3M ago23:27

23:27

Are money market funds dangerous for your financial health? In the latest episode of The Payne Points of Wealth, Bob, Ryan, Chris & Courtney discuss the implications to your financial health, sitting with too much money in cash, even if the interest rate is high.Door Ryan Payne

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Ep. 222: Boris Vladimirov on US Exceptionalism, Europe Risks and China Weakness 48:53

3M ago48:53

48:53

Boris is one of the leading macro thinkers in the market. He is a managing director at Goldman Sachs. Before GS, he was partner and portfolio manager at Rokos Capital Management, Fortress, and Brevan Howard. Boris started his career on the sell side, which included working at UBS and Dresdner. Boris gives his personal opinions and not those of Gold…

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Ep. 221: Vasileios Gkionakis on European Election Fallout, Fed and Fiscal Risks 39:15

3M ago39:15

39:15

Vasileios is Head of Europe Economics and Strategy at Aviva Investors – a £226bn global asset management firm. Based in London, he is responsible for monitoring and analysing macroeconomic developments and markets as well as formulating major asset class views, leading research and strategy in the UK and Europe. Previously, he held senior research …

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As an investor, are you driven by FEAR or FOMO? 23:16

3M ago23:16

23:16

Door Ryan Payne

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Ep. 220: George Selgin on Fed Independence, Poor Operations and Inflation 1:03:34

3M ago1:03:34

1:03:34

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, including ‘The Theory of Free Banking’, ‘Floored! How a Misguided Fed Experiment Deepened and Prolonged the Great Rec…

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The 2024 Vibecession 26:56

3M ago26:56

26:56

Perception vs. reality on the economy It’s Episode 163 and there is a disconnect between perception of how the economy is doing vs. the numbers. We’re not in a recession, we’re in a “vibecession.” If you watch the financial news it seems everything is predicted on what Jerome Powell will say next. But we’ve noticed the overall economy is not as rat…

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Ep. 219: Jason Furman on Inflation Persistence, Fed Policy and Debt Levels 40:14

3M ago40:14

40:14

Jason Furman is the Aetna Professor of the Practice of Economic Policy jointly at Harvard Kennedy School (HKS) and the Department of Economics at Harvard University. He is also non-resident senior fellow at the Peterson Institute for International Economics. Previously, Furman served eight years as a top economic adviser to President Barack Obama, …

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Are investors missing the boat on global markets? 23:13

3M ago23:13

23:13

Global growth is starting to pick up - broaden your portfolio It's Episode 162 and the naysayers are talking recession again and we've seen a bit of market selling. With all the great opportunities out there, we think it's a mistake to sell in May and go away. Global growth is picking up, China is emerging from recession, and demand for commodities…

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Ep. 218: Gordon Hanson on US-China Trade War, Immigration and US Elections 48:28

4M ago48:28

48:28

Gordon Hanson is the Peter Wertheim Professor in Urban Policy at Harvard Kennedy School (HKS). He is also chair of the Social and Urban Policy Area at HKS, a research associate at the National Bureau of Economic Research, and a member of the Council on Foreign Relations. Gordon’s current research addresses the causes and consequences of regional jo…

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A Natural Entrepreneur: Interview with Peter Velardi 42:48

4M ago42:48

42:48

Can you feel like an entrepreneur while working for someone else? Our guest, Peter Velardi, shares why he decided to leave a 25-year career in the corporate world to venture out on his own. As a financial advisor, Peter always knew he was a natural leader. Earlier in his career, he thrived on the freedom to build teams and make things happen. Howev…

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Ep. 217: Mustafa Chowdhury on Surging Wealth, Hidden Bond Buyers and Fed Mistakes 44:35

4M ago44:35

44:35

Mustafa is a rates guru and member of the research team at Macro Hive. Before this, Mustafa was the Head of Rates, FX, and Derivatives at Voya Investments, where he helped manage $40 billion of assets. Prior to that, he was a Managing Director and Head of US Rates and MBS Strategy at Deutsche Bank. And in the 1990s, he was Co-Head of Asset-Liabilit…

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The Fed Put Is Back 22:27

4M ago22:27

22:27

Door Ryan Payne

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Ep. 216: Dominique Dwor-Frecaut on Inflation Persistence, Immigration Surge and Trump Effect 38:30

4M ago38:30

38:30

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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Enjoy the Journey: The Marcus O'Sullivan Interview 54:56

4M ago54:56

54:56

Door Ryan Payne

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Ep. 215: Nick Rohatyn on How to Navigate Emerging Markets Investing 51:02

4M ago51:02

51:02

Nick Rohatyn is Founder and serves as Chief Executive Officer of The Rohatyn Group. TRG is a global asset manager specialising in emerging markets and real assets, with over $8bn in assets under management. Prior to founding TRG in 2002, Nick spent 19-years at J.P. Morgan, including 5 years as a member of J.P. Morgan’s executive management team, ho…

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Aerospace Engineer to Investment Manager with Bob Killen 29:54

4M ago29:54

29:54

Can an engineer make a good investment manager? When it comes to our guest Bob Killen, the answer is yes. In his early years, Bob worked as an aerospace engineer at Pratt & Whitney and later at GE. For family reasons, he went on to change careers and founded an investment firm, The Killen Group where he had great success for over 55 years as an inv…

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Ep. 214: Lindsay Politi on Higher Inflation Regime, Recession Risks and Debt Dynamics 30:41

4M ago30:41

30:41

Lindsay Politi is Head of Inflation Strategies at One River Asset Management. Lindsay began her career at Wellington Management in Boston where she was head of Global Inflation-linked Investments. In that role she was one of the top TIPS managers by assets, managing over $10 billion in dedicated assets, with a top quintile track record for excess i…

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Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype 42:09

5M ago42:09

42:09

Bilal is the CEO and Head of Research at Macro Hive. Before that, Bilal was Global Head of International Fixed Income Strategy at Nomura, and Head of Multi-Asset Research and Advisor to the CEO at Deutsche Bank. Bilal started his twenty-year career at JP Morgan. Academically, Bilal was an Honorary Visiting Professor of Finance at Cass Business Scho…

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The Maria Bartiromo Interview 44:47

5M ago44:47

44:47

Maria Bartiromo made history in 1995 as the first journalist to report from the New York Stock Exchange - let alone the first female journalist to do so in a sea of suits. We are so happy to speak with her today on this episode 157 of Payne Points of Wealth. Maria’s story is a classic American story. From an immigrant family that understood the val…

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Ep. 212: Nick Baltas on Mastering Systematic Strategies from Alpha to AI 56:51

5M ago56:51

56:51

Nick Baltas is a managing director and head of R&D, cross-asset delta-one and commodity systematic trading strategies at Goldman Sachs. Prior to joining Goldman Sachs in 2017, Nick was an executive director in the quantitative research unit of UBS. Previously, he was a lecturer in finance at Imperial College Business School, a visiting lecturer at …

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Ep. 211: John Coates on How a Few Financial Institutions Control Everything 1:08:17

5M ago1:08:17

1:08:17

John Coates is the Deputy Dean of Harvard Law School. He has served at the Securities and Exchange Commission, and was a partner at Wachtell, Lipton, Rosen & Katz, specializing in financial institutions. He has testified before Congress and provided consulting services to the Department of Justice, the Department of Treasury, and the New York Stock…

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Parallels between Home Renovation and Financial Planning 25:37

5M ago25:37

25:37

Rotation from tech? It’s episode 156 and economic growth is expected to be close to 3% for the first quarter. Also, we’ve seen tech selling off a bit with areas like energy, materials, and commodity-based companies starting to do really well, especially with oil prices going up. “..small and mid-cap infrastructure stocks are blowing the doors off o…

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Ep. 210: Mark Koyama on What Makes Some Nations Richer Than Others 1:03:01

5M ago1:03:01

1:03:01

This podcast is sponsored by Supernormal (Supernormal - AI That Writes Your Meeting Notes/https://supernormal.com/). Mark Koyama is Associate Professor of Economics at George Mason University and Mercatus Center. Mark earned his PhD in Economics from the University of Oxford. He focuses on how historical institutions functioned and on the relations…

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Timing the market is impossible Ep. 155 25:46

6M ago25:46

25:46

Door Ryan Payne

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Ep. 209: Darrell Duffie on Treasury Market Dysfunction, Dollar Dominance and CBDC 47:59

6M ago47:59

47:59

Darrell Duffie is a leading expert on bond markets. He is the Adams Distinguished Professor of Management and Professor of Finance at the Graduate School of Business, Stanford University. He has been on the finance faculty at Stanford since receiving his Ph.D. from Stanford in 1984. He is author of several books, including ‘Fragmenting Markets: Pos…

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Get rich slow Ep. 154 Payne Points of Wealth 26:10

6M ago26:10

26:10

Door Ryan Payne

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Ep. 208: David Dredge on Inflation, Underpriced Risks and Sharpe Ratio Flaws 58:58

6M ago58:58

58:58

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 responsib…

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The Shrink for Entrepreneurs Ep#153 37:29

6M ago37:29

37:29

Door Ryan Payne

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Ep. 207: Dave DeWalt on Cyber Warfare, Attacks on US Election, and AI 46:54

6M ago46:54

46:54

Dave DeWalt is Founder, CEO, and Managing Director of NightDragon, an investment and advisory firm focused on growth and late-stage cybersecurity, safety, security, and privacy companies. Before NightDragon, Dave helped create more than $20 billion in shareholder value during his 15-plus years as President and CEO of Documentum, McAfee, and FireEye…

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Boom and Bubble? Episode 152 Payne Points of Wealth 22:58

6M ago22:58

22:58

Door Ryan Payne

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Ep. 206: Nigel Toon on How AI Thinks and How We Can Control It 1:00:47

6M ago1:00:47

1:00:47

This podcast is sponsored by Supernormal (https://supernormal.com/). Nigel Toon is the founder of Graphcore, which builds unique IPU chips designed for AI. He sits as a Non-Executive Director on the board of the UK Research and Innovation Council and has sat on the UK Prime Minister’s Business Council. He has been ranked #1 on Business Insider’s UK…

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