© 2008-2020
This website represents personal views only.
It is not linked to the Algebris Investments group nor Algebris managed funds.

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    Central Bankers' New Dynamite

    Central Bankers' New Dynamite

    More than 85% of the world’s central banks are working on central bank digital currencies, according to the Bank for International...
    Navigating Markets without Safe havens

    Navigating Markets without Safe havens

    In Lewis Carroll’s classic children’s book, Alice’s Adventures in Wonderland & Through the Looking-Glass, Alice says, “If I had a world...
    The Biggest Risk for Markets: Inflation

    The Biggest Risk for Markets: Inflation

    Since the start of QE infinity, central bankers have been baffled by the lack of pass-through form monetary policy measures into inflation.
    Central Banks Want New Powers, But at What Cost?

    Central Banks Want New Powers, But at What Cost?

    Central bankers deserve credit for saving the economy from the financial crisis. They won the battle, but not the war. So now they are...
    Alpha Exchange: Podcast

    Alpha Exchange: Podcast

    In conversation with Dean Curnutt of Alpha Exchange on the impact of monetary policy on financial markets, the rise of populism and...
    BCA New York Conference: 26 September 2019

    BCA New York Conference: 26 September 2019

    To see the full agenda, please follow the link to the conference here.
    Algebris Macro Credit Fund Outperforms 98% of Peers

    Algebris Macro Credit Fund Outperforms 98% of Peers

    (Bloomberg) -- Alberto Gallo’s pessimism toward Argentina is paying off. His $649 million Algebris Macro Credit Fund, co-managed with...
    Capitalism is Broken

    Capitalism is Broken

    While many agree that current monetary policies are not sustainable, few have offered realistic alternatives. Here are three. It has been...
    Trade Wars and Trade Deals

    Trade Wars and Trade Deals

    A US-China deal won't resolve structural issues but could boost financial markets and European growth. Watch the discussion on Bloomberg...
    The QE Infinity Trap: Navigating financial crises, populism and Japanification risk

    The QE Infinity Trap: Navigating financial crises, populism and Japanification risk

    26 March 2019, AXA IM, EC1A 7NX At the end of 2018, fears of a shock to the late-cycle economic equilibrium grew substantially. To...
    The Economics of Populism: October 31, 2018

    The Economics of Populism: October 31, 2018

    What do Donald Trump, Nigel Farage, Nicolás Maduro, Recep Tayyip Erdoğan, Matteo Salvini and Vladimir Putin have in common? Ten years...
    Algebris has launched an 'end of the world fund'

    Algebris has launched an 'end of the world fund'

    Algebris Investments, the €12bn asset manager, has launched an “end of the world fund” pitched as a solution to the nagging fears of...
    Have Central Bankers Missed the Exit Train?

    Have Central Bankers Missed the Exit Train?

    After a decade of stimulus, central bankers have pledged to end loose monetary policy. Their attempts are failing. The Federal Reserve...
    Beware the Fragility of the Global Economy

    Beware the Fragility of the Global Economy

    Quantitative easing (QE) saved us from the 2008 crash and kick-started a recovery, but also encouraged a build-up of one-sided risk in...
    The Pursuit of Happiness | 
Lecture at King's College, January 16 2018

    The Pursuit of Happiness | Lecture at King's College, January 16 2018

    Why is today's young generation destined to be poorer than their parents? Why do we have $20tn in central bank balance sheets, but...
    Irrational complacency in markets won't last forever

    Irrational complacency in markets won't last forever

    Ten years after the crisis, volatility and fear have disappeared from markets. A synchronous global expansion coupled with persistently...
    How the American Dream turned into greed and inequality

    How the American Dream turned into greed and inequality

    The American Dream is broken. Paul Ryan, speaker of the House of Representatives, recently stated that "in our country, the condition of...
    A volatility trap is inflating market bubbles

    A volatility trap is inflating market bubbles

    Investors face a conundrum: The world is experiencing a record synchronous growth phase, but an increasing number of assets are becoming...
    Who will bite first: reality, or the Bank of England?

    Who will bite first: reality, or the Bank of England?

    The Bank of England’s hawkish talk has resonated in markets. Sterling has climbed and the gilt yield curve priced more than one hike...
    Central banks need to end QE, for the sake of markets

    Central banks need to end QE, for the sake of markets

    The annual Jackson Hole symposium on monetary policy starts this week. It will be about “Fostering a Dynamic Global Economy”: In other...
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    © 2008-2021. This website represents personal views only. It is not linked to the Algebris Investments group nor Algebris managed funds.