Amlan Roy's guest appearances

Amlan Roy

The Meb Faber Show

Real Vision Daily Briefing: Finance & Investing

Innovation and Entrepreneurship

Corey Hoffstein

Jared Dillian

Maciej Wojtal

David Rosenberg

Ric Edelman

Elon Musk

Darius Dale

Perth Tolle

Howard Lindzon

Marko Papic

Gio Valiante

Rick Rule

Raoul Pal

Lyn Alden

Tavi Costa

OwlTail

RealVision Live Replay, Recorded on September 14, 2020.Global macro investing is one of the most complex styles of allocating capital, as the data sets one has at their fingertips is just so large: non-farm payrolls, currency volatility, even high-frequency foot traffic. In this interview, Amlan Roy, head of global macro research at State Street Global Advisors, speaks to Real Vision CEO about how incorporating demographics within one's macro framework can help find the signal in the noise and give investors an edge. Roy discusses how demographic patterns map onto common macro data, such as growth rates, discount rates, savings rates, as well as interest rates, the ultimate macro statistic. This is the second installment in Raoul's multi-part exploration into how demographics affects global economics and finance.. For Raoul's first interview with chief investment officer Fredrik Nerbrand, click here: https://www.realvision.com/shows/the-big-picture/videos/demographics-i-pensions-in-crisis. Learn more about your ad choices. Visit podcastchoices.com/adchoices

RealVision Live Replay, Recorded on September 14, 2020.Global macro investing is one of the most complex styles of allocating capital, as the data sets one has at their fingertips is just so large: non-farm payrolls, currency volatility, even high-frequency foot traffic. In this interview, Amlan Roy, head of global macro research at State Street Global Advisors, speaks to Real Vision CEO about how incorporating demographics within one's macro framework can help find the signal in the noise and give investors an edge. Roy discusses how demographic patterns map onto common macro data, such as growth rates, discount rates, savings rates, as well as interest rates, the ultimate macro statistic. This is the second installment in Raoul's multi-part exploration into how demographics affects global economics and finance.. For Raoul's first interview with chief investment officer Fredrik Nerbrand, click here: <a href="https://www.realvision.com/shows/the-big-picture/videos/demographics-i-pensions-in-crisis" rel="nofollow" target="_blank">https://www.realvision.com/shows/the-big-picture/videos/demographics-i-pensions-in-crisis</a>. Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="nofollow" target="_blank">podcastchoices.com/adchoices</a>

Demographics II: Tailwinds and Tenterhooks (w/ Amlan Roy & Raoul Pal)

In episode 174, we welcome our guest, Amlan Roy. Amlan and Meb start the conversation off with a discussion on demographics, why we need to understand them, and the idea that monetary policy is relatively ineffective in the demographic environment the world faces today. Amlan then lays out some prescriptions for some of the issues he’s seeing today, including, the idea of doing away with traditional retirement ages, more fairness toward women, and updated immigration policies. Meb and Amlan then get into negative yielding interest rates, the impacts they have on investors, and how we should be thinking about economic and finance theory. He also hits on falling productivity growth, and a trying to solve that issue in China, India, and the rest of the world by bringing more young people and women into the workforce. Amlan then shifts to some additional thoughts on growth, and his idea of the “Demographic Dividend.” Don’t miss all of this and more in episode 174, including some of Amlan’s most memorable and important market calls.

In episode 174, we welcome our guest, Amlan Roy. Amlan and Meb start the conversation off with a discussion on demographics, why we need to understand them, and the idea that monetary policy is relatively ineffective in the demographic environment the world faces today. Amlan then lays out some prescriptions for some of the issues he’s seeing today, including, the idea of doing away with traditional retirement ages, more fairness toward women, and updated immigration policies. Meb and Amlan then get into negative yielding interest rates, the impacts they have on investors, and how we should be thinking about economic and finance theory. He also hits on falling productivity growth, and a trying to solve that issue in China, India, and the rest of the world by bringing more young people and women into the workforce. Amlan then shifts to some additional thoughts on growth, and his idea of the “Demographic Dividend.” Don’t miss all of this and more in episode 174, including some of Amlan’s most memorable and important market calls.

#174 - Amlan Roy - Monetary Policy is Very Ineffective In A World Where We Are Getting Very Old