Raphaël Gallardo
Chief Economist within the Cross-Asset team at Carmignac and former cross-asset strategist with decades of experience; known for applying Austrian economics perspectives to macro and market analysis.
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Feb 27, 2026 • 46min
Ep. 347: Raphaël Gallardo on Austrian Economics, Wobbling AI Bubbles, and Trump Risk Parity
Raphaël Gallardo, Chief Economist at Carmignac and former cross-asset strategist, blends engineering rigor with Austrian economics thinking. He discusses three wobbling bubbles—AI, fiscal and private credit. He contrasts the ‘sad’ AI bubble with 2000, outlines Trump-related risk parity shifts, and covers Europe, Japan, China, and why gold and inflation hedges matter.
