About this podcast
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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Episodes
- US Midterms 2026: What It Means for Rates, the Dollar and the Yen · 1 h 12 minMidterms, rates, the dollar and the yen: H2O AM's macro view, days before the vote. A few days before the US midterm elections, Babak Abrar, Chief Sales & Marketing Officer at…
- Artificial Intelligence : When One Risk Hides Another · 23 minIn this episode, Vincent Chailley, Chief Investment Officer of H2O AM Group & Monaco S.A.M., revisits the speculative bubble many feared around AI and the hyperscalers. A year…
- Three Worlds, Three Trajectories : Mid-Year Outlook · 48 minSix months in, and the macro picture looks nothing like a quiet year. In this mid-year review, Vincent Chailley, CIO at H2O AM Group & Monaco S.A.M., sits down with Thomas…
- War in Iran : US Blunder & Grumpy Dollar · 28 minIn this new episode of ThinkMacro presented by Babak Abrar, Vincent Chailley (CIO of H2O AM Group and H2O Monaco S.A.M), discusses the macroeconomic fallout from the conflict in…
- Japan emerges from the shadows: over a decade of Abenomics and the end of deflation · 16 minIn this episode of ThinkMacro, Vincent Chailley, Chief Investment Officer (CIO) of H2O AM Group, explores the transformation of Japan’s economy after three decades of deflation…
- The U.S economy's artificial high · 32 minFueled by stimulus and debt, the U.S. economy appears resilient — but the foundations may be far weaker than they seem. Vincent Chailley, H2O AM Group CIO breaks down the drivers…
- 2026: towards a multi-engine world · 49 minBetween the loss of effectiveness of economic policies in the United States, European resilience, China's transition and the rise of emerging markets, our new episode of Think…
- When long-term yields challenge central banks · 20 minIn this episode of Think Macro, Vincent Chailley, CIO of H2O AM Group, explores an unusual market dynamic: central banks are cutting policy rates, yet long-term yields keep…
- The AI innovation cycle: invest now or die later · 28 minIn this episode of Think Macro, Vincent Chailley, Group CIO of H2O AM, analyses the global AI investment boom and its macroeconomic implications. As trillions flow into data…
- Stability achieved, fragile growth: Europe at a Crossroads · 19 minEurope has gained resilience since the sovereign debt crisis: a stabilising common currency, low unemployment, and debt held largely by domestic institutions. Yet behind this…
- The End of One Model, the Rise of Another? American Exceptionalism in question · 40 minAfter decades of US economic exceptionalism, driven by consumption, innovation, and financial dominance, cracks are appearing in the model. The return of inflation is…
