Think Macro by H2O AM
By H2O Asset Management
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Category: Investing
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Episodes: 8
Description
Think Macro: a podcast by H2O Asset Management where we go beyond the headlines to explore the forces shaping the global economy. Each episode offers a deep dive into macroeconomic trends, long-term shifts, and the strategic dynamics driving markets.
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| Episode | Date |
|---|---|
|
War in Iran : US Blunder & Grumpy Dollar
|
Apr 30, 2026 |
|
Japan emerges from the shadows: over a decade of Abenomics and the end of deflation
|
Mar 04, 2026 |
|
The U.S economy's artificial high
|
Jan 22, 2026 |
|
2026: towards a multi-engine world
|
Dec 19, 2025 |
|
When long-term yields challenge central banks
|
Nov 20, 2025 |
|
The AI innovation cycle: invest now or die later
|
Oct 16, 2025 |
|
Stability achieved, fragile growth: Europe at a Crossroads
|
Aug 29, 2025 |
|
The End of One Model, the Rise of Another? American Exceptionalism in question
|
Jul 04, 2025 |