Keyu Jin is a global economist and author. She is an academic member of the China Finance 40 Group and has worked with the World Bank, the IMF, and the China Banking Regulatory Commission, and is a non-executive board member of the luxury conglomerate Richemont and Jardine Matheson. Born and raised in Beijing, she attended high school and college in the United States and holds a PhD in economics from Harvard University. In this podcast we discuss coming to the US (from China), beyond ideological labels: China’s unique model, centralisation vs decentralisation and the Mayor Economy, and much more. 

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Marvin Barth is the creator of Thematic Markets and ‘Seriously, Marvin?!’ Thematic Markets is rigorous, institutional-quality research aimed at market professionals, while Seriously, Marvin?! presents more accessible takes on contrarian musings Marvin does not have time to research at Thematic Markets. Both publications benefit from the uniquely broad perspective on the global political economy Marvin has gained from a three-decade career spanning nearly every asset class, academia, central banking, a finance ministry, and international institutions. This includes working at Barclays Investment Bank, Citi, the Federal Reserve Board, the US Treasury Department, and the Bank for International Settlements. In this podcast we discuss working at the Fed and what made Greenspan good, historical context for Trump revolution, core MAGA policies, and much more. 

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Tom Montag is the founding Chief Executive Officer of Rubicon Carbon. Tom has over 20 years of experience in financial markets. Previously, he was the Chief Operating Officer and President of global banking and markets at Bank of America. Tom was also a member of the company’s executive management team, overseeing all businesses serving corporations, institutional investors and government entities. Before this Tom was a partner at Goldman Sachs, a member of the management committee, and was co-head of the Securities Division. In this podcast we discuss the dawn of derivatives at Goldman Sachs, Bank of America and now Rubicon Carbon, assessing the current financial landscape, why focus on climate and carbon, and much more. 

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Deepak Gurnani is the Founder and Managing Partner of Versor Investments. He is the former CIO of Investcorp’s Hedge Fund Group and was one of its founding members in 1996. Deepak was also a member of its Management Committee. He retired from Investcorp in March 2013. Prior to Investcorp, Deepak spent six years with Citicorp. In this podcast we discuss everyone talking about data being important gets it wrong, five steps of applying AI/machine learning in investment management, conventional vs. alternative and unstructured data, and much more. 

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Ralph Sueppel is Managing Director for Research and Trading Strategies at Macrosynergy. Previously, he was an Executive Member and Portfolio Manager at Graham Capital. During his tenure there, he created the Systemic Risk and Systematic Value Project (now Macrosynergy Research), a non-profit project dedicated to educating the broader financial community on the merits of socially responsible macro trading strategies. Before Graham, Ralph was head of quant macro and algorithmic strategies at UBS and worked as Senior Strategist and Portfolio Manager at BlueCrest Capital. Ralph began his career at J.P. Morgan in 1993. In this podcast we discuss the difference between academic and real-world quant, what ‘quantamental’ is, typical quantitative macro strategies vs quantamental stratgies, and much more. 

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Helen Thomas is the CEO of Blonde Money, an independent consultancy firm that analyses and monitors mispriced risks in financial markets in the US, UK and the EU. Helen has a long and distinguished career in both finance and politics. She was an adviser to the former Chancellor of the Exchequer, George Osborne. Previously, Helen has been a partner in the global macro hedge fund, ABD Investment Management, and a former Head of Currency Alpha for State Street Global Advisors. In this podcast we discuss the return of political risk after unusual low interest rate/low volatility world, S&P 500 derivative risks and upcoming correction, Trump’s ‘controlled demolition’ strategy, and much more. 

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Adam Frank is a professor of astrophysics at the University of Rochester. A self-described ‘evangelist of science,’ Adam regularly writes and speaks about subjects like intelligent life forms in the universe, high-energy-density physics, space exploration and missions, climate change and more. In this podcast we discuss public science communication and scientific denialism, intersection of science, art and spirituality, searching for aliens – SETI and the Fermi Paradox, and much more. 

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Tobias Harris is the Founder and Principal of Japan Foresight LLC. He has observed Japan as a political risk analyst at Teneo Intelligence and as a researcher at universities and think tanks. He is also Senior Advisor for Japan at Aurora Macro Strategies. Tobias is the author of ‘The Iconoclast: Shinzō Abe and the New Japan’. In this podcast we discuss how Japan became key US ally since WW2, why Japan shifted its view on its global role since 2000s, Abe Shinzo’s role in transforming Japan’s political system and centralising power, and much more. 

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Michael Sandel teaches political philosophy at Harvard University. His writings – on justice, ethics, democracy, and markets – have been translated into more than 30 languages. His course ‘Justice’ is the first Harvard course to be made freely available online and on television, being viewed by tens of millions worldwide. Michael has served on the President’s Council on Bioethics and is a member of the American Academy of Arts and Sciences. Michael’s books relate enduring themes of political philosophy to the most vexing moral and civic questions of our time. His most recent works are ‘The Tyranny of Merit: Can We Find the Common Good?’ and ‘Democracy’s Discontent: A New Edition for Our Perilous Times’. In this podcast we discuss Sandel’s intellectual journey, post-Cold War disillusionment, critique of meritocracy, and much more. 

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Kenneth Rogoff is Maurits C. Boas Professor at Harvard University, and former chief economist at the IMF. He has long ranked among the top dozen most cited economists and is an international grandmaster of chess. His influential 2009 book with Carmen Reinhart, This Time Is Different: Eight Centuries of Financial Folly, shows the remarkable quantitative similarities across time and countries in the roots and aftermath of debt and financial crises. Rogoff is also known for his pioneering work on central bank independence, and on exchange rates. He is co-author of the widely used graduate text, Foundations of International Macroeconomics. Ken’s latest book is Our Dollar, Your Problem: An Insider’s View of Seven Turbulent Decades of Global Finance and the Road Ahead. In this podcast we discuss Rogoff’s early life and background as a chess prodigy, Yale, MIT and mentors like Rudy Dornbusch and Stan Fischer, Rogoff’s groundbreaking paper on central bank independence, and much more. 

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