Articles
Inflation is a hot topic these days, as prices of goods and services have been increasing at their fastest pace in over 40 years. U.S. consumers are paying 14% more for food than before the pandemic. Those in the market … Read More
After reviewing another wild market week for May 9-13 (2:05) and the April consumer and producer price indexes (8:49), Jeff Mayberry and Samuel Lau examine the bloodbath in the algorithmic stablecoin pair TerraUSD-LUNA (14:15), then ponder the unknowns of … Read More
Macroeconomist Zoltan Pozsar, a Managing Director in the Investment Strategy and Research department at Credit Suisse, discusses with hosts Jeffrey Sherman and Samuel Lau, among other topics, the possibilities of “ugly versus beautiful” quantitative tightening by the Federal Reserve (13:18); … Read More
Zoltan Pozsar
Managing Director, Investment Strategy and Research
Credit Suisse
Zoltan Pozsar is a Managing Director in the Investment Strategy and Research department, and is based in New York.
Prior to joining Credit Suisse in February 2015, Zoltan was a senior adviser to … Read More
After reviewing Willy Whipsaw’s deviltry in the markets of May 2-6 (1:34) and the week’s macro news (10:16), Jeff Mayberry and Samuel Lau dive (14:03) into the May 4 meeting of the Federal Open Market Committee, which raised the range … Read More
The start of the year was a wild ride for fixed income investors, as macro volatility coupled with rising Treasury rates has led to negative returns across nearly every asset class. Emerging markets fixed income has fared the worst, down … Read More
After reviewing month and year-to-date market returns (1:58) and the April 25-29 week’s macro news (10:25), Jeff Mayberry and Samuel Lau turn to the broad topic of commodities (15:06), including asset class’s diversification benefits relative to stocks and bonds, the … Read More
Dave LaValle, Managing Director and Global Head of ETFs at Grayscale Investments, the largest crypto asset manager in the world, discusses the fast-evolving space of digital assets with Sherman Show hosts Jeffrey Sherman and Samuel Lau. Mr. LaValle first … Read More
