Gavyn Davies's guest appearances

Gavyn Davies

FT Alphachat

Macro Hive Conversations With Bilal Hafeez

The Money Maze Podcast

Foresight Active Advantage Podcast Series

Tyler Cowen

Michael Mauboussin

Nick Carter

Yanis Varoufakis

Jon Stewart

Warren Buffett

Tim Harford

Alan Greenspan

Robert Shiller

George Lucas

Michael Lewis

Mariana Mazzucato

Anat Admati

Angus Deaton

James Heckman

OwlTail

Gavyn Davies is a Founder and the Chairman of Fulcrum – a $5bn independent asset management firm. Prior to Fulcrum, Gavyn was Chairman of the BBC from 2001. He joined Goldman Sachs in 1986 and became Partner in 1988 when he also became the Chief Economist as well as Chairman of the Research Department until he left in 2001. Gavyn was a member of H.M.Treasury Independent Forecasting Panel (1992-1997). He joined the Government’s Policy Unit as an Economist (1974) and was an Economic Policy Adviser to the British Prime Minister (1976-1979). Gavyn graduated in Economics from Cambridge in 1972 followed by two years of research at Oxford. In this podcast we discuss difference between public and private sector economics, framework for asset allocation, upside risks to oil markets, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Gavyn Davies is a Founder and the Chairman of Fulcrum – a $5bn independent asset management firm. Prior to Fulcrum, Gavyn was Chairman of the BBC from 2001. He joined Goldman Sachs in 1986 and became Partner in 1988 when he also became the Chief Economist as well as Chairman of the Research Department until he left in 2001. Gavyn was a member of H.M.Treasury Independent Forecasting Panel (1992-1997). He joined the Government’s Policy Unit as an Economist (1974) and was an Economic Policy Adviser to the British Prime Minister (1976-1979). Gavyn graduated in Economics from Cambridge in 1972 followed by two years of research at Oxford. In this podcast we discuss difference between public and private sector economics, framework for asset allocation, upside risks to oil markets, and much more.  Follow us here for more amazing insights: <a href="https://macrohive.com/home-prime/" rel="nofollow" target="_blank">https://macrohive.com/home-prime/</a> <a href="https://twitter.com/Macro_Hive" rel="nofollow" target="_blank">https://twitter.com/Macro_Hive</a> <a href="https://www.linkedin.com/company/macro-hive" rel="nofollow" target="_blank">https://www.linkedin.com/company/macro-hive</a>

Gavyn Davies on Inflation, Asset Allocation and ChatGPT

Sign up to our newsletter for more in-depth insights |  Follow us on LinkedIn   Gavyn Davies has more on his CV than most can imagine. In his varied career, he’s been advisor to the Labour government of Jim Callaghan, the Chief Economist at Goldman Sachs, Chair of the BBC, founder of Active Private Equity, and now Chairman of Fulcrum Asset Management. He’s also an active writer for the FT and Guardian. Gavyn starts by describing his early work as an economic advisor to the Labour governments of 1974-79, the inflation challenges they faced, and remedies implemented. He describes the emergence of Goldman Sachs on the international stage, the evolution of macro thinking, and serving as one of the “wise men” for two UK Chancellors. He then describes the challenge and opportunity for the BBC, the subsequent decision to launch Fulcrum Asset Management and their more defensive approach to managing capital. In particular, he discusses the rationale for allocating to hedge funds - and other assets - but why lower returns should be expected. Gavyn then compares the inflationary headwinds of the 1970/80s with today, why the Fed’s response is needed and should be taken seriously, fiscal policy and the withdrawal of the turbo-charged COVID responses, and which currencies he prefers. He goes on to discuss the challenges of excessive flows into the world of private equity, the attributes he looks for in allocating capital to venture PE and then in a series of rapid fire questions, he reveals his views on golf, the next PM, education, and why he loves to come to work on the London buses.

<a href="https://moneymazepodcast.com/subscribe-1" rel="nofollow" target="_blank">Sign up to our newsletter for more in-depth insights</a> | <a href="https://www.linkedin.com/company/the-money-maze-podcast/?viewAsMember=true" rel="nofollow" target="_blank"> Follow us on LinkedIn</a> Gavyn Davies has more on his CV than most can imagine. In his varied career, he’s been advisor to the Labour government of Jim Callaghan, the Chief Economist at Goldman Sachs, Chair of the BBC, founder of Active Private Equity, and now Chairman of Fulcrum Asset Management. He’s also an active writer for the FT and Guardian. Gavyn starts by describing his early work as an economic advisor to the Labour governments of 1974-79, the inflation challenges they faced, and remedies implemented. He describes the emergence of Goldman Sachs on the international stage, the evolution of macro thinking, and serving as one of the “wise men” for two UK Chancellors. He then describes the challenge and opportunity for the BBC, the subsequent decision to launch Fulcrum Asset Management and their more defensive approach to managing capital. In particular, he discusses the rationale for allocating to hedge funds - and other assets - but why lower returns should be expected. Gavyn then compares the inflationary headwinds of the 1970/80s with today, why the Fed’s response is needed and should be taken seriously, fiscal policy and the withdrawal of the turbo-charged COVID responses, and which currencies he prefers. He goes on to discuss the challenges of excessive flows into the world of private equity, the attributes he looks for in allocating capital to venture PE and then in a series of rapid fire questions, he reveals his views on golf, the next PM, education, and why he loves to come to work on the London buses.

Gavyn Davies, Chairman of Fulcrum Asset Management, former Chief Economist at Goldman Sachs and Chair of the BBC, on today's economic and investing challenges.

FT Alphaville's Izabella Kaminska leads Gavyn Davies, chairman of Fulcrum Asset Management and an FT blogger, and Tyler Cowen, professor of economics at George Mason University, in a discussion on the forces causing productivity stagnation. Visit FT.com/Alphachat for show notes and links. This conversation was recorded at the FT Festival of Finance on July 1, 2016 Hosted on Acast. See acast.com/privacy for more information.

FT Alphaville's Izabella Kaminska leads Gavyn Davies, chairman of Fulcrum Asset Management and an FT blogger, and Tyler Cowen, professor of economics at George Mason University, in a discussion on the forces causing productivity stagnation. Visit <a href="http://ftalphaville.ft.com/tag/alphachat/?ftcamp=traffic/podcast_traffic/alphachat/alphachatterbox/audio/editorial" rel="nofollow" target="_blank">FT.com/Alphachat</a> for show notes and links. This conversation was recorded at the FT Festival of Finance on July 1, 2016 Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Alphachatterbox: Gavyn Davies and Tyler Cowen on the productivity puzzle