Aaron Hussain
Global Market Strategist based in London covering Europe and macro themes, advising on energy, inflation risks, and private credit and real estate outlooks.
Best podcasts with Aaron Hussain
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Mar 27, 2026 • 28min
Alternative Realities: Geopolitics, private credit and portfolio construction
Aaron Hussain, a London-based macro strategist focused on energy, inflation and private credit. Kerry Craig, a Melbourne-based strategist focused on Asian markets, shipping and real assets. They discuss shifting shipping and Asian energy flows. They cover Europe’s energy vulnerabilities and inflation contrasts. They explore private credit dynamics, investor selectivity, semi-liquid fund mechanics, and trends in private equity and defense VC.
