This episode is supported by private equity platform Moonfare.

Bobby is partner and portfolio manager at Toscafund Asset Management. He is author of the widely read newsletter, Macro Eagle. He has been the UK representative of the German Economic Council. Before that Bobby was at Goldman Sachs where he was a partner and Global Head of Market Strats.

In this podcast, we discuss:

1. Why the backlash against Big Tech will continue.
2. The unionization drive in the US.
3. A new global corporate tax accord.
4. The bullish case for Europe.
5. Germany in a post-Merkel world.
6. Biden’s differences to Obama.
7. Biden’s tougher stance on China than Trump.
8. Current market views on bonds and equities.