In this episode of The Blunt Dollar, I sit down for the third time with Lucy Baldwin, Global Head of Research at Citi, to unpack what it really takes to lead one of the largest and most influential research platforms in the world.

With a career spanning Goldman Sachs, Bank of America, and Credit Suisse, Lucy offers a candid, thoughtful look at how research, leadership, and markets are evolving in an era defined by AI, information overload, and constant disruption.

Together, we explore how great research is built, how to think independently in a consensus driven industry, and why curiosity, structure, and storytelling matter more than ever.

💡 What the day-to-day life of a Global Head of Research actually looks like at a truly global institution

🤖 How AI is reshaping equity research, analyst productivity, and competitive advantage across industries

📊 The balance between speed and depth in research in a world that demands instant insights

🎯 What separates great analysts from good ones, and how to build real differentiation with clients

🚀 Career advice for young professionals navigating finance in a rapidly changing job market

If you like conversations about markets, research, leadership, and the future of finance, this one’s for you.

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Enjoy the episode!

Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.