Sam is a tutor of politics and international relations at the University of Oxford, and an Associate Fellow at the British defence think tank, the Royal United Services Institute (RUSI). He contributes regularly to media outlets, such as Foreign Policy, the Washington Post, Newsweek, and Al-Monitor, and think tanks, such as the Carnegie Endowment for International Peace and the Middle East Institute. In this podcast we discuss: 1) What was behind Ukraine’s recent counter-offensive win. 2) Why the Russian army is weaker than expected. 3) Why the counter-offensive started in September. 4) How the West is supporting Ukraine. 5) How internal dissent within the West could reduce support. 6) Whether Russia has any gas leverage left with Europe. 7) Status of the new war front between Armenia and Azerbaijan. 8) Whether Putin’s popularity suffered. 9) How the main players around Putin are faring. 10) Whether Ukraine aims to recapture the Donbas and Crimea. 11) Whether there are peace talks. 12) Points of escalation from Russia. 12) Lessons from Russia-Chechnya wars.

Dr Sam Ramani on the Russia-Ukraine War, Recent Ukraine Wins and Putin’s Endgame

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 Nick Baltas is a managing director and head of R&D;, cross-asset delta-one and commodity systematic trading strategies at Goldman Sachs. Prior to joining Goldman Sachs in 2017, Nick was an executive director in the quantitative research unit of UBS. Previously, he was a lecturer in finance at Imperial College Business School, a visiting lecturer at Queen Mary University of London, as well as a risk manager in a London-based hedge fund. This podcast covers:  difference between alpha, beta, smart beta and factors, difference between a good backtest vs true risk premia, why momentum makes money, and much more.     Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Ep. 212: Nick Baltas on Mastering Systematic Strategies from Alpha to AI

 John Coates is the Deputy Dean of Harvard Law School. He has served at the Securities and Exchange Commission, and was a partner at Wachtell, Lipton, Rosen & Katz, specializing in financial institutions. He has testified before Congress and provided consulting services to the Department of Justice, the Department of Treasury, and the New York Stock Exchange. He is author of the ‘The Problem of Twelve: When a Few Financial Institutions Control Everything’. This podcast covers:  the rise of the public company, how companies balance the interests of society, the 1970s disruption to corporate order, and much more.     Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Ep. 211: John Coates on How a Few Financial Institutions Control Everything

  This podcast is sponsored by Supernormal (Supernormal - AI That Writes Your Meeting Notes/https://supernormal.com/).   Mark Koyama is Associate Professor of Economics at George Mason University and Mercatus Center. Mark earned his PhD in Economics from the University of Oxford. He focuses on how historical institutions functioned and on the relationship between culture and economic performance. He is the author of several books, most recently ‘How the World Became Rich’ with Jared Rubin. This podcast covers:  how to measure prosperity today and in the past, whether geography makes some nations richer than others, landlocked countries, Islamic empire, Mongol invasion, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Ep. 210: Mark Koyama on What Makes Some Nations Richer Than Others

 Darrell Duffie is a leading expert on bond markets. He is the Adams Distinguished Professor of Management and Professor of Finance at the Graduate School of Business, Stanford University. He has been on the finance faculty at Stanford since receiving his Ph.D. from Stanford in 1984. He is author of several books, including ‘Fragmenting Markets: Post-Crisis Bank Regulations and Financial Market Liquidity’. He presented at the 2023 Jackson Hole Symposium. This podcast covers:  key events that impacted Treasury market functioning from GFC to COVID, the growth of Treasury market vs stagnant bank balance sheets, bank leverage ratios and central clearing, and much more.     Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Ep. 209: Darrell Duffie on Treasury Market Dysfunction, Dollar Dominance and CBDC

 David Dredge is the Chief Investment Officer of Convex Strategies, which is an agnostic value investor in volatility. David has over 30 years experience managing risk across global markets. Prior to launching Convex Strategies, David served as a Managing Director and Portfolio Manager at Artradis Fund Management in Singapore, where he was responsible for the fixed income aspects of their volatility strategy. Earlier in his career, David built and ran Asian and Global EM trading businesses for RBS (ABN AMRO Group), Bankers Trust, and Bank of America. He currently sits on the Monetary Authority of Singapore Markets Committee (SFEMC). This podcast covers:  the problem with the BoJ’s timid hike,  fiscal dominance and the need for bond buyers, how central banks have shifted goalposts on inflation, and much more.     Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Dr Sam Ramani on the Russia-Ukraine War, Recent Ukraine Wins and Putin’s Endgame

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