Ep. 310: Helen Thomas on Trump's Controlled Demolition Strategy
Macro Hive Conversations With Bilal Hafeez · Bilal Hafeez
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Show Notes
Helen Thomas is the CEO of Blonde Money, an independent consultancy firm that analyses and monitors mispriced risks in financial markets in the US, UK and the EU. Helen has a long and distinguished career in both finance and politics. She was an adviser to the former Chancellor of the Exchequer, George Osborne. Previously, Helen has been a partner in the global macro hedge fund, ABD Investment Management, and a former Head of Currency Alpha for State Street Global Advisors. In this podcast we discuss the return of political risk after unusual low interest rate/low volatility world, S&P 500 derivative risks and upcoming correction, Trump's 'controlled demolition' strategy, and much more.
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