Boris Vladimirov on Reverse Goldilocks, Central Bank Credibility, Market Winners

Boris is one of the top 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 will be giving his personal opinions and not those of Goldman Sachs or any other organisations he is affiliated to. In this podcast, we discuss:

  1. What is reverse goldilocks?
  2. Parallels and differences to 1970s stagflation
  3. The challenge of the current regime
  4. How will policymakers respond?
  5. What gives central banks credibility?
  6. What does it mean for macro environment?
  7. Views on China
  8. How will equities, bonds and FX perform
  9. Why terms of trade matter