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Ep. 347: Raphaël Gallardo on Austrian Economics, Wobbling AI Bubbles, and Trump Risk Parity
Raphaël Gallardo is Chief Economist within the Cross-Asset team at Carmignac . Carmignac is a leading European invest ment management boutique established in 1989, with over EUR 40 bn in assets under management. Raphaël...
About This Episode
Ep. 347: Raphaël Gallardo on Austrian Economics, Wobbling AI Bubbles, and Trump Risk Parity is an episode from Macro Hive Conversations With Bilal Hafeez by Bilal Hafeez. Raphaël Gallardo is Chief Economist within the Cross-Asset team at Ca...
Podcast
This episode belongs to Macro Hive Conversations With Bilal Hafeez.
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Episode Details
Published Feb 27, 2026, 46:13 long, audio available.






