1BasisPoint
By Krish and Rehan
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Image by Krish and Rehan
Category: Investing
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Episodes: 8
Description
The global macro podcast. Long-form, unscripted conversations with the fund managers navigating rates, FX, commodities, emerging markets, and geopolitics across borders.
Hosted by Krish Lohia and Rehan Ganapathy
| Episode | Date |
|---|---|
|
Long Oil, Short AI: A Macro Investor’s Year in Review
|
Oct 24, 2026 |
|
Is the Spending Supercycle Setting Up Emerging Markets? | Jay Pelosky
|
Oct 12, 2026 |
|
The Tale of Two Tails — Why Convexity Isn’t Insurance | Antoine Guillon
|
Oct 05, 2026 |
|
The Fed Creates the Crises It Rescues Us From | James Athey, Fixed Income Fund Manager
|
May 10, 2026 |
|
Mispricing Across Emerging Markets: Micro Themes vs Macro Reality
|
Apr 16, 2026 |
|
Where Value Still Lives: Evan Tindell
|
Apr 16, 2026 |
|
Future Of Private Equity Deal Origination
|
Apr 16, 2026 |
|
Finance in the Modern Age
|
Apr 16, 2026 |