Think Macro by H2O AM – Details, episodes & analysis

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Think Macro by H2O AM

H2O Asset Management

Business

News

Frequency: 1 episode/44d. Total Eps: 9

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. Hosted on Ausha. See ausha.co/privacy-policy for more information.

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Score global : 53%

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Three Worlds, Three Trajectories : Mid-Year Outlook

Tuesday, June 23, 2026 • Duration 47:46

Six 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 Delabre, Portfolio Manager and macro specialist, to take stock of a first half shaped by the Iran war, the closure of the Strait of Hormuz, and the return of the AI theme with a vengeance. Three worlds, three very different stories - a resilient Europe with no real growth engine, a US walking an increasingly fine line, and an Asia quietly accumulating structural advantages the market is still underestimating. Where do we stand, and what comes next?

This podcast is distributed for informational purposes only and does not constitute advice, an offer, or a solicitation by or on behalf of H2O AM to buy or sell securities, related financial instruments, or other products, or to engage in a trading strategy in any jurisdiction. The analyses and opinions contained in this document represent the views of the referenced author(s) as of the date indicated and are subject to change without notice.

Before investing in a product, investors should fully understand the risks, including the market risk associated with the issuer, the financial benefits, and the suitability of such products, and should consult their own advisors. Investors should be aware that the value of an investment and the income derived from it may rise or fall, and that past performance is not indicative of future results.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Think Macro by H2O AM – Details, episodes & analysis

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Think Macro by H2O AM – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities