Macro Hive Conversations With Bilal Hafeez

Ep. 254: Jonny Matthews on US Economy and Why the Fed Will Not Cut in 2025


Listen Later

Jonny Matthews is a senior portfolio manager at Fortem Capital and creator of SuperMacro, an institutional-level macroeconomic research platform. Before that, he spent 12 years as a partner at Brevan Howard, where he managed a $500 million investment portfolio. Earlier in his career, Johny spent 11 years at Citigroup, leading a team in equity derivatives trading following the acquisition of Salomon Brothers, where he began his career. His expertise spans fixed income, equities, FX, credit, and derivatives strategies, including relative value and volatility arbitrage trading. This podcast covers lessons learned during his time at Saloman Brothers and Brevan Howard, experience of trading before the GFC, thoughts on the US economy – growth, inflation and tariffs, 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

...more
View all episodesView all episodes
Download on the App Store

Macro Hive Conversations With Bilal HafeezBy Bilal Hafeez

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

93 ratings


More shows like Macro Hive Conversations With Bilal Hafeez

View all
Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,069 Listeners

Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

589 Listeners

Odd Lots by Bloomberg

Odd Lots

1,943 Listeners

Macro Musings with David Beckworth by Mercatus Center at George Mason University

Macro Musings with David Beckworth

377 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

940 Listeners

Flirting with Models by Corey Hoffstein

Flirting with Models

229 Listeners

Alpha Exchange by Dean Curnutt

Alpha Exchange

82 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

363 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

76 Listeners

Excess Returns by Excess Returns

Excess Returns

88 Listeners

The Grant Williams Podcast by Grant Williams

The Grant Williams Podcast

1,341 Listeners

Forward Guidance by Blockworks

Forward Guidance

269 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

219 Listeners

Macro Mondays by Andreas Steno Larsen

Macro Mondays

25 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

157 Listeners