Group 1 - The article discusses the impact of Trump's "reciprocal tariffs" on global markets and the responses from countries like Europe, Canada, and Japan [1] - It highlights the need for better understanding of U.S. policies from a global perspective, emphasizing the cultural and political differences that create an "information gap" [1] - The introduction of the "New York Talk" series aims to bridge this gap by providing insights into the financial world through expert analysis [1] Group 2 - Guo Shengbei, the founder of GSB Award Fund, has a background in computer science and has transitioned from a technical role to a prominent figure in finance [2][3] - His career began at Morgan Stanley in Tokyo during the early 1990s, where he capitalized on the market's volatility and gained significant experience [4][5] - Guo's tenure at Deutsche Bank from 1997 to 2009 was marked by consistent profitability and successful navigation through major financial crises [8][9] Group 3 - In 2010, Guo established his own hedge fund, focusing on quantitative trading strategies, which required him to adapt from a specialist to a more versatile role [10][11] - His insights into the Chinese market led to recognition from major institutions, resulting in leadership roles at Citic Securities and other firms [11][12] - Guo's return to New York in 2022 marks a new chapter in his career, as he aims to leverage his extensive experience in the hedge fund industry [13] Group 4 - The "New York Talk" series has received positive feedback for its unique teaching style and rigorous logical reasoning, fostering discussions among investors [25] - Guo's predictions regarding market trends, such as the impact of currency swaps on liquidity and the implications of Trump's tariffs, demonstrate his analytical prowess [18][22] - The upcoming second season of "New York Talk" will continue to provide insights into the U.S. economy and Wall Street trading logic [25]
对话郭胜北:驰骋市场33年,华尔街顶级交易员如何炼成?