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243|Understanding the China Problem ft. Mirza Baig with Srivatsan Prakash
Mirza Baig is a macro strategist at Macrohive, previously having worked on various FICC trading and strategy desks at Deutsche Bank, BNP Paribas, Morgan Stanley, and Point 72.
Here he discusses the China economy, various issues associated with China and other emerging markets as well as his best advice on how to get better at macro!
16 Oct 2023
242|Ex-GS Partner on the Energy Transition ft. Arjun Murti with Srivatsan Prakash
Arjun Murti is a partner at Veriten and has spent over 30 years on Wall Street as a sell-side equity research analyst, buy-side investor, advisor and board member covering the global energy sector. Since November 2021, Arjun has published Super-Spiked, a Substack newsletter and podcast about the energy transition. He spent 15 years of his career at Goldman Sachs. He retired from Goldman Sachs in 2014, after serving as Co-Director of Americas Equity Research in addition to his responsibilities as an equity research analyst. Prior to joining Goldman in 1999, Arjun was a buy-side Equity Research Analyst at J.P. Morgan Investment Management. He currently serves as a Director on the Board of ConocoPhillips, a Senior Advisor to the Energy Group at Warburg Pincus and an Advisory Board member for Columbia University’s Center on Global Energy Policy, ClearPath, and the India Advisory Board at The Nature Conservancy.
Here he discusses the energy transition, his super-vol vs supercycle framework and where he sees opportunities today!
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