))
The DeepMacro Data and Markets Podcast explores Big Data, AI, science, and markets. We bring our contacts in the fields of data science, AI research, and new asset classes to talk about cutting-edge issues that are relevant to markets. We also bring the exciting developments in Asia, which do not get the attention they deserve, to a US audience. Hosted by Jeff Young, CEO of DeepMacro.
…
continue reading
Jeff spoke with John Ikenberry, the Albert G. Milbank Professor of Politics and International Affairs at Princeton University, on the liberal international order and its discontents. We spoke about the themes in Professor Ikenberry's most recent book is titled "A World Safe for Democracy: Liberal Internationalism and the Crises of Global Order", in…
…
continue reading
Jeff Young spoke with Hal Scott, Emeritus Nomura Professor of International Financial Systems at Harvard Law School. Hal is an expert on bank and capital markets regulation, and testified on Feb 15, 2024 before the House Committee on Financial Services on the "lender of last resort" function. We discussed the recent US regional bank failures and th…
…
continue reading
In this podcast, Jeff Young speaks with Mr. Oki Matsumoto. Oki is the founder and Chairman of Monex Inc., which was the first online Japanese brokerage. In 2018 Monex acquired Coincheck, one of Japan’s biggest crypto brokerages, and it has also branched out into other ventures including Japan Catalyst, an investment advisory arm, to pursue investme…
…
continue reading
Jeff Young spoke with Francesco Giavazzi, Professor of Economics at Bocconi University, and regular visiting Professor at MIT. Dr. Giavazzi was most recently the Economics Advisor to Prime Minister of Italy Mario Draghi during his government, where he worked on structural reform, Italy's response to covid-19, and government efforts to combat inflat…
…
continue reading
1
How to Undo Japan's QQE, By One Of Its Architects -- Masazumi Wakatabe Former BoJ Deputy Governor
43:36
Jeff Young spoke with Masazumi Wakatabe, former Deputy Governor of the Bank of Japan, and current Professor of Economics at Waseda University, Japan. Mr. Wakatabe was one of the key architects of the Bank of Japan's "Quantitative and Qualitative Easing" (QQE) policy, which has helped raised Japan's inflation rate to the Bank's target (whether that …
…
continue reading
Jeff Young spoke with Emily Parker, Executive Director of Global Content at CoinDesk. Emily leads CoinDesk’s global expansion, anchors CoinDesk TV’s flagship show, “First Mover”, and analyzes crypto developments world-wide. She recently spent time in Japan, and wrote an article titled “Japan Embraces Web3 As Global Regulators Grow Wary of Crypto”…
…
continue reading
Jeff Young spoke with Yasu Ota, Senior Writer, Nikkei Newspaper and author of "Semiconductor Geopolitics Toward the Year 2030: Who Will Control This Strategic Asset". In this book, Mr. Ota's goal is to "look at world and international politics through the prism of semiconductors", discussing the motivations and capabilities of the main countries, c…
…
continue reading
Jeff Young spoke with Bill Dudley, former President of the Federal Reserve Bank of New York and Vice Chair, Federal Open Market Committee, 2009-2018. We covered issues related to the inflation surge, the Fed's "flexible average inflation targeting" framework, crypto, a Fed "pivot", and what markets get wrong about the Fed…
…
continue reading
Jeff Young spoke with Hiroshi Nakaso, Chairman of the Institute, Daiwa Institute of Research, and former Deputy Governor, Bank of Japan, 2013-2018. We covered issues related to the surprising acceleration of inflation and monetary policy, the possibility of "deglobalization" in the context of the war in Ukraine, and the challenges and opportunities…
…
continue reading
Jeff Young spoke with Jim Cowie, DeepMacro co-founder and Chief Data Scientist. You know him for his work on atmospheric pollution and industrial production, social media and election forecasting, economic signals from mobile phone location data, and our ever-present global macro and market "Regime" indicator, but before helping to start DeepMacro,…
…
continue reading
Jeff Young spoke with Deborah Lucas, Sloan Distinguished Professor of Finance at the MIT Sloan School of Management and Director of the MIT Golub Center for Finance and Policy. Dr. Lucas' current research focuses on developing and applying financial economics to evaluate the costs and risks of governments’ financial activities. She is also widely p…
…
continue reading
Jeff Young spoke with Eswar Prasad, Tolani Senior Professor of Trade Policy and Professor of Economics at Cornell University. He recently published the book The Future of Money: How the Digital Revolution Is Transforming Currencies and Finance, where he looks at Bitcoin and the transformative potential of the blockchain, the pros and cons of centra…
…
continue reading
Jeff Young spoke with Joseph Eagan, founder of Acme Crypto Holdings, and until recently, president of Polychain Capital. Polychain was the first $1 billion crypto fund, and Joseph recently founded Acme. He spoke about his journey into crypto, his belief that blockchain is a "programmable technology" with massive disruption potential, more than "dig…
…
continue reading
Jeff Young spoke with Yiping Huang, Professor of Economics, National School of Development at Peking University, and former member of the People's Bank of China Monetary Policy Committee. Yiping brings a wealth of market, policy, and academic experience to the following issues: How severe is China's growth slowdown? Does leverage create systemic fi…
…
continue reading
Jeff Young spoke with Masaaki Shirakawa, former Governor of the Bank of Japan. Mr. Shirakawa recently published a book, Tumultuous Times: Central Banking in an Era of Crisis (Yale Program on Financial Stability Series), where he recounts his 39 years as a central banker, and offers his views on critical questions, such as, What is the outlook for i…
…
continue reading
DeepMacro's podcast "The Future of Finance" is focused on data science, technology, and Asia. We bring our contacts in these domains to you. Our guests might be from outside the realm of traditional finance, but their ideas are relevant to markets. Jeff Young spoke with Amol Sarva, most recently the co-founder of Knotel, a flex office company, abou…
…
continue reading
Jeff Young talks with Oki Matsumoto, Chairman and CEO, Monex Inc. about crypto in Japan. If crypto is a hedge against runaway inflation and unstable politics, why is it so big in Japan?
…
continue reading
We sat down with Michael Saylor, CEO of MicroStrategy Inc., and technologist, entrepreneur, philanthropist, and best-selling author, to discuss bitcoin, its adoption, what it means for governments, and what it means for investors and corporate treasurers. We won't even try to summarize the discussion here. Enjoy!…
…
continue reading
Today we speak with Auren Hoffman, the CEO of SafeGraph. SafeGraph is a geospatial data company working to understand the physical world and how people interact with it. SafeGraph data has been used during covid to answer questions like whether it is safer to go to a coffee shop or the gym. It’s also been used by the Dallas Fed and a large number o…
…
continue reading
