Matt RaskinGuest
Helen BelopolskyGuestHenry AllenHost
Shreyas GopalHostAnd it's a great time to be doing this podcast because we've had two big events in the last couple of weeks.
We have had the signing of an interim deal between the US and Iran and significantly last week we've also had a very important decision from the Federal Reserve which was the first from the new chair Kevin Walsh.

Indeed Henry, it feels like since we started this podcast a couple of months ago the two concurrent main themes that we've been talking about, on one hand, geopolitics, and the other hand, the Fed, have come together quite nicely for markets over the past two weeks and been the key drivers once again.

And I think that that's a really good opportunity to present and introduce our first speaker.

So we're delighted to have with us our Global Head of Geopolitical Research, Helen Bobolsky.
And it's a great time to be doing this podcast because we've had two big events in the last couple of weeks.
We have had the signing of an interim deal between the US and Iran and significantly last week we've also had a very important decision from the Federal Reserve which was the first from the new chair Kevin Walsh.

Indeed Henry, it feels like since we started this podcast a couple of months ago the two concurrent main themes that we've been talking about, on one hand, geopolitics, and the other hand, the Fed, have come together quite nicely for markets over the past two weeks and been the key drivers once again.

And I think that that's a really good opportunity to present and introduce our first speaker.

So we're delighted to have with us our Global Head of Geopolitical Research, Helen Bobolsky.
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