Halkin Events

Halkin welcomes Chris Clothier whose talk will be on The AI Capex Boom – how  might it unravel?

Chris joined CG Asset Management in 2015 and has been co-CIO since 2023. Prior to that he was a director at IPGL Limited, a private investment vehicle with a range of public and private interests predominantly in the financial services industry, where he worked for six years. Before that he worked at MMC Ventures, an early-stage venture capital firm.

Chris studied Chemistry at New College, Oxford.

Edward Chancellor is a financial historian, journalist, and investment strategist. His books include “Devil Take the Hindmost” (1999), “The Price of Time” (2022), and “The Making of a Permabear” (2026), written with Jeremy Grantham. After reading history at Cambridge and Oxford, he worked at Lazard Brothers and until 2014 he was a senior member of the asset allocation team at Grantham, Mayo, Van Otterloo & Co. He is a columnist for Reuters Breakingviews, and has written for the Wall Street Journal, the Financial Times, and the Times Literary Supplement.

Halkin is very pleased to welcome back Manoj Pradhan, founder of Talking Heads Macro, to discuss the themes and market implications of his new book, co-authored with Charles Goodhart, entitled “The Unanchored Central Banker: Demography, Fiscal Instability and an Erosion of the Central Bank’s Inflation-Fighting Ability.  To put it more succinctly: “How Demographics will Break the Bond Market”.

Manoj Pradhan is the founder of Talking Heads Macro, an independent macroeconomic research firm. Manoj was previously Managing Director at Morgan Stanley and led the Global Economics team there. He joined Morgan Stanley in 2005 after serving on the faculty of the George Washington University and the State University of New York. Manoj specialises in quantitative macroeconomics, emerging markets and global economics. He has a PhD in economics from the George Washington University and a Masters in Finance from the London Business School.