Episode 49
Christian Hille on Exponential Growth, Avoiding Low Returns, and Errors in Risk Management
Macro Hive Conversations With Bilal Hafeez · Bilal Hafeez
February 5, 20211h 6m
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Christian Hille is the General Manager and Head of Wealth Management at Fürstlich-Castell'sche Bank (FCB) in Germany. FCB was founded in 1774 and is one of the oldest private banks in Germany. Before FCB, Christian was Global Head of Multi Asset & Solutions at DWS- Deutsche Bank's asset management arm, where he was responsible for EUR100bn in assets. In this podcast, we discuss:
- Living in exponential times
- The dramatic change in investment efficient frontiers
- Why expected investment returns could be half compared to recent decades
- How investors will respond to low growth
- The best way to think about risk management
- Taking advantage of extreme market moves
- Using optionality in rates to hedge against risk scenarios
- Where to get returns in a low interest world
- Why gold and defensive stocks are attractive
- How to access private equity
- How the financial industry will evolve
- Books that influence Christian: The Universe In You: Rumi , Mindset (Dweck), Principles (Dalio)