In this episode of Bulls, Bears, and Bowties, we had the pleasure of interviewing Alex Kazan of Eurasia Group. Part two of this series will discuss how Eurasia Group views the question of how Trump’s presidency may impact the independence of the Federal Reserve Bank and the future of United States economic policy. We’ll also discuss the demise of Pax Americana, the idea that since 1945 when the US working, with allies, built the institutions that ran the world order.

Please stay tuned for our next podcast. In the meantime, you can reach out to us with any questions, comments, or feedback.

Greg Silberman, CIO, gsilberman@acgwealth.com

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About Alex Kazan

Alex Kazan is the Chief Strategy officer at the Eurasia Group where he oversees leadership of the research team and direct investment partnerships. Within those partnerships, they use their analysis to formally incorporate political risk into portfolio construction and risk management. In addition, as the global strategist, Alex works closely with a wide range of global firms to help them understand, anticipate, and plan for geopolitical change. Previously, Alex led Eurasia Group’s global strategy and analytics practice, where he pioneered several quantitative approaches to political risk. Before joining Eurasia Group, Alex worked as a market strategist at Goldman Sachs, Daiwa Asset Management, and Bear Stearns. Earlier in his career, he worked at the G7 Group in economic and policy research consultancy, and the Inter-American Development Bank. He holds degrees from the University of California-Davis and Georgetown University.

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