John is a commodity guru amongst other things. He has 25 years of experience in international finance. He has served as a Managing Director for bulge-bracket investment banks on both sides of the Atlantic in research, strategy, asset allocation, and product development roles, including at Deutsche Bank and Lehman Brothers. He has advised some of the world’s largest institutional and private investors in matters ranging from wealth preservation to enhancing returns through a wide variety of innovative strategies, and he has been ranked the #1 Investment Strategist by Institutional Investor magazine. His past publications include his popular Amphora Report investment newsletter and The Golden Revolution (John Wiley and Sons, 2012), and The Golden Revolution, Revisited In this podcast we discuss why the inflation pressures will remain, why the dollar is vulnerable, risks of escalating global conflicts, and much more. 

John Butler on Stagflation, Financial Instability, and World Wars

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 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

Ep. 208: David Dredge on Inflation, Underpriced Risks and Sharpe Ratio Flaws

 Dave DeWalt is Founder, CEO, and Managing Director of NightDragon, an investment and advisory firm focused on growth and late-stage cybersecurity, safety, security, and privacy companies. Before NightDragon, Dave helped create more than $20 billion in shareholder value during his 15-plus years as President and CEO of Documentum, McAfee, and FireEye. That includes driving the most successful cybersecurity IPO ever in 2013 and leading the largest all-cash deal in technology history in 2010. Dave has also served on the US National Security Telecommunications Advisory Council for the past four US administrations to advise on national security related to telecommunications systems. This podcast covers:  working with National Security Council and Homeland Security, the recent history of cyber attacks on the US, cognitive warfare and disinformation, 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

John Butler on Stagflation, Financial Instability, and World Wars

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