Oseghale Ihayere is an economist and strategist whose work sits at the intersection of global markets, policy, and institutional decision-making. With a PhD in Economics and an MBA from Duke, he recently launched Chutzpah Advisory, a firm focused on helping organizations navigate global economic complexity with clarity and conviction.His work explores how shifting macroeconomic forces, from geopolitics to capital flows, shape the strategic decisions leaders must make today.

About Chutzpah Advisory
Chutzpah Advisory helps organizations interpret the global economic landscape and translate macro trends into actionable strategy.

The firm focuses on:

  • Global macroeconomic analysis
  • Strategic decision-making under uncertainty
  • Economic intelligence for leadership teams

In a moment where geopolitics, supply chains, and monetary policy are increasingly intertwined, the firm aims to bring clarity and conviction to complex decisions.

We recently sat down with Oseghale, to discuss the shifting forces shaping the global economy.

We asked: What signal are you watching that others may be overlooking?

“The signal I’m watching is the disconnect between headline CDS indices and what’s happening underneath them. CDX IG and iTraxx Europe have barely moved, but war affected credit instruments have repriced violently across four continents in 10 days. Gulf sovereign CDS is up 230%, Asian shipping credits are 207 basis points wider, and forward freight agreements are pricing a weeks-long disruption while the insurance data says months. Most investors are watching one side of that split. The opportunity is in seeing both.”

In a rapidly shifting global economy, the ability to read the signals others overlook can become a leaders’ greatest strategic advantage.

Hillman Hall is built around a community of professionals who bring deep expertise across industries, from finance and technology to policy and economics.

Members like Oseghale help expand the intellectual breadth of the network by sharing perspectives on the forces shaping global markets.

Recommended Read

“Global Credit Is Splitting in Two”

Key takeaway: Global credit markets are quietly splitting in two, headline indices suggest mild concern, but war-exposed assets are already pricing a structural shift in geopolitical risk.

(Read Full Analysis Below)