This week, I speak with Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank Securities. They discuss Binky’s time with the IMF and his role at Deutsche Bank as an equity strategist.
We also discussed making asset allocations and market cycles.
A list of his current reading is here; A transcript of our conversation is available here Tuesday.
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here.
Be sure to check out our Masters in Business next week with Paul Zummo, Chief Investment Officer of J.P. Morgan Alternative Asset Management (JPMAAM). The Hedge Fund & Alternative Credit Solutions group manages $35B in external hedge fund solutions for institutional and HNW investors. He also heads the Research and Portfolio Management Group for JPMAAM and is Chair of the JPMAAM Investment Committee. Paul co-founded JPMAAM in 1994.
Favorite Books
