Boris Vladimirov on Inflation Permanence, European Banks and BRICS Outlook

This episode is supported by private equity platform Moonfare. Boris focuses on global macro and EM. 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. In this podcast, we discuss: Inflation outlook – the Europe surprise – inflation persistence. Will fiscal spending crowd out private spending? The best Europe trade. Which yields matter for EM. How important is China’s deleveraging goals? Where next for Chinese currency and bonds? Outlook for BRICS countries and which markets to buy. Machine learning vs regressions. Books that influenced Boris: Twenty-Eight Years In Wall Street (Clews), Economic Interdependence and War (Copeland), The Ashtray (Morris) and Twelve Virtues of Rationality (Yudkowsky). Current market views on bonds and equities.