Couverture de The totalconvexity’s Podcast

The totalconvexity’s Podcast

The totalconvexity’s Podcast

De : total convexity
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 Welcome to ”Total Convexity,” a weekly financial podcast that caters to professional finance individuals, high-net-worth investors, family offices, and other sophisticated financial professionals. Join our hosts, hedge-fund manager Jim Wang and Henrik Neuhaus, as they explore the interconnected world of global macroeconomics, central banks, and capital markets.Copyright 2023 All rights reserved. Economie Finances privées
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    Épisodes
    • A secular shift - the end of US exceptionalism

      A secular shift - the end of US exceptionalism
      May 25 2025

      In this episode, we explore the secular shift in global trade and the economic order since the end of the Cold War, the beginning of the end of U.S. exceptionalism, and the implications for financial assets.
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      48 min
    • The three horseman of the capital market

      The three horseman of the capital market
      Mar 5 2025

      In this episode, we will discuss the three horsemen that dominate today's capital market: growth divergence between US and China, fiscal divergence between US and Europe and monetary divergence between US and Japan.
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      48 min
    • A Discussion on Tariffs

      A Discussion on Tariffs
      Jan 25 2025

      In this episode, we will discuss the potential scope and magnitude of tariffs, the impacts on the economy and the implications on financial assets.
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      49 min
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