Themos is the Head of Research at the macro hedge fund, Glen Point Capital. His previous roles included being Head of Fundamental Strategy at UBS and Head of EM FX Strategy at Goldman Sachs. In the podcast, we talk about:
- How investors are not understanding the impact of the US stimulus
- Will price increases be transitory?
- How healthy is the US labour market?
- Important shifts in China policy
- How to play the Euro-area recovery
- Investors are missing key EM trends
- Favourite EM markets
- Books that influenced Themos: Economics in Perspective (Galbraith) and A Theory of Justice (Rawls)