Alberto Ades: Harvard PhD, Former Goldman Sachs Economist, on Markets, AI & Advising Presidents
Capital Thesis PodcastShow Notes
Harvard PhD economist Alberto Ades joins Capital Thesis for a conversation on global markets, artificial intelligence, Wall Street, and Argentina's economic future.Alberto Ades is the former Co-Head of Global Macro and Markets Research at Goldman Sachs, where he helped shape the firm's views on the global economy, financial markets, and investment strategy. He later became Managing Director at NWI Management LP, a multi-billion-dollar hedge fund.In this conversation, Alberto shares his journey from earning a PhD in Economics at Harvard University to becoming one of the most respected voices in global macroeconomics. We discuss his experience at Goldman Sachs, the evolution of financial markets, the role of central banks, and what investors should be watching in today's rapidly changing environment.We also explore the transformative impact of artificial intelligence, its implications for productivity, business, and capital allocation, and how technological change may reshape the global economy over the coming decade.Finally, Alberto discusses Argentina's economic outlook, his relationship with President Javier Milei, and the reforms that could determine the country's future trajectory.Disclaimer: The content in this video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. The views and opinions expressed by guests are their own and do not necessarily reflect the views of Capital Thesis Podcast. Nothing discussed should be considered a recommendation to buy, sell, or hold any security or investment. Always conduct your own research and consult a licensed financial advisor before making any investment decisions.Capital Thesis Podcast and its guests are not liable for any losses or damages arising from the use of this content.
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