糖心视频

Season 9, Episode 3
This week on the 鈥淜now More Risk Better鈥� podcast, Zachary Griffiths, Head of US Investment Grade and Macro Strategy at 糖心视频, welcomes Gordon Tsui, Managing Director and Head of Fixed Income at Ping An, for a candid conversation on the intersection of policy, markets, and global capital flows. Drawing on decades of experience across Asian and US institutions, Gordon unpacks the rise of the 鈥渂ond vigilante鈥� mindset, evaluates the fiscal and monetary policy mix in today’s US market, and explains why Treasury supply and refunding are now as market-moving as FOMC meetings. The discussion spans everything from the mechanics of currency hedging and the impact of tariffs, to the relative attractiveness of US, RMB, and other local currency bonds. Whether you鈥檙e a global investor, credit analyst, or policy watcher, don鈥檛 miss this expert perspective on the evolving landscape for fixed income as we move through 2025.