This week, I communicate with Maria Vassalou, Head of the Pictet Analysis Institute. The European-based agency manages over a trillion {dollars} in institutional belongings.
We focus on her analysis into world markets and the way they steadiness geopolitical threat. We additionally focus on China’s development as a technological innovator, and the dangers to US debt.
A transcript of our dialog is out there right here Monday.
You may stream and obtain our full dialog, together with any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts in your favourite pod hosts could be discovered right here.
Make sure to try our Masters in Enterprise subsequent week with Bob Michele, J.P.Morgan Asset Administration’s Chief Funding Officer and Head of the World Fastened Revenue, Foreign money & Commodities group (GFICC). JPMAM runs about $4.3 trillion (as of March 31, 2026).
Present Studying/Favourite Books

