97 Épisodes

  1. “The Outlook for World Commodity Investments in 2025”, Jeffrey Christian, CPM Group

    Publié: 26/01/2025

  2. “Investing Through The Business Cycle & Beyond”, Sharmila Whelan, Westbourne Research

    Publié: 18/12/2024

  3. “Back to the Future: East Asia & Trump 2.0”, Paul Cavey, East Asia Econ

    Publié: 12/12/2024

  4. “The Trumpian Outlook for US Domestic & Foreign Policies", James Lucier, Capital Alpha Partners

    Publié: 23/11/2024

  5. “Asset Allocation to Survive an Exciting 2025”, Callum Thomas, Topdown Charts

    Publié: 15/11/2024

  6. "Global Economy and Capital Markets; the end of Business as Usual", Paul Hodges, New Normal Consulting

    Publié: 15/11/2024

  7. China 2025: Stimulus Meets Debt-Deflation and Global Headwinds, Brian McCarthy, Macrolens

    Publié: 13/11/2024

  8. The Budget - In Reeves we Trust? Helen Thomas, Blonde Money

    Publié: 29/10/2024

  9. Emerging Markets - The Myth that Failed? Manoj Pradhan - Talking Heads Macro; Jon Anderson - Emerging Advisors Group & JP Smith - IRF

    Publié: 24/10/2024

  10. “Japan: A Safe Haven In A Troubled World?”, Tobias Harris, Japan Foresight

    Publié: 20/10/2024

  11. "Contrarian Alert: Why the Chinese Yuan Could Strengthen", Diana Choyleva, Enodo Economics

    Publié: 13/09/2024

  12. “The Return of 1980s Currency Volatility”, Andrew Hunt, Andrew Hunt Economics

    Publié: 08/09/2024

  13. "How Demographic Trends Will Impact Investment Performance", Shamil Ismail, Primaresearch

    Publié: 02/09/2024

  14. “Global Financial Markets: Momentum, Risks and Outlook”, Ron William, RW Advisory

    Publié: 25/07/2024

  15. “Monetary Policy and the Hidden Financial Stability Agenda”, Peter Warburton, Economic Perspectives

    Publié: 01/07/2024

  16. “Is the EU on the Right Track?”, Wolfgang Munchau, Eurointelligence

    Publié: 27/05/2024

  17. “Is An Inflation Regime Change Underway?”, Manoj Pradhan, Talking Heads Macro

    Publié: 24/04/2024

  18. "The US Economic, Political and Investment Outlook", David Metzner & Chris Czerwinski, ACG Analytics

    Publié: 28/03/2024

  19. "The Politics of Macroeconomic Stabilisation in Argentina; Can President Milei Succeed?", Nicholas Watson, Teneo

    Publié: 20/03/2024

  20. "Global Investing at a Time of War", David Murrin, Global Forecaster

    Publié: 28/02/2024

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