Alex Kazan's guest appearances

Alex Kazan

Alpha Exchange

Risk Radio

Chris Cole

Andrew Scott

Campbell Harvey

Howard Marks

James Grant

Andy Redleaf

Jared Dillian

Christopher Cole

Mark Miller

Jeff deGraaf

Alberto Gallo

Merrill Lynch

Michael Green

Jim Bianco

Michael Pettis

OwlTail

Utilizing a framework built over two decades, Alex Kazan is keenly attuned to today’s complex world of geopolitical risks and the implications for markets. Argentina’s sovereign default episode two decades ago demonstrated the importance of institutional credibility with respect to managing through an economic and currency crisis.  Years later, the Great Financial Crisis would further inform Alex of the interaction between policymaker goals and what markets would and could bear.  Today, as a Managing Director at Eurasia Group, Alex and his team bring a rigorous combination of economics and an understanding of country risk to assessing the geopolitical chess game. Our excellent conversation covers European populism, Brexit, the US / China standoff on trade and the hollowing out of Centrism in America’s politics. Among the risks that keep Alex up at night is the potential for what he calls an “innovation winter” — a politically underpinned shortfall of the financial and human capital needed to drive the next generation of emerging technologies.

<p>Utilizing a framework built over two decades, Alex Kazan is keenly attuned to today’s complex world of geopolitical risks and the implications for markets. Argentina’s sovereign default episode two decades ago demonstrated the importance of institutional credibility with respect to managing through an economic and currency crisis.  Years later, the Great Financial Crisis would further inform Alex of the interaction between policymaker goals and what markets would and could bear.  Today, as a Managing Director at Eurasia Group, Alex and his team bring a rigorous combination of economics and an understanding of country risk to assessing the geopolitical chess game. Our excellent conversation covers European populism, Brexit, the US / China standoff on trade and the hollowing out of Centrism in America’s politics. Among the risks that keep Alex up at night is the potential for what he calls an “innovation winter” — a politically underpinned shortfall of the financial and human capital needed to drive the next generation of emerging technologies.</p>

Alex Kazan, Chief Strategy Officer, Eurasia Group