By
Caroline Grady
March 13, 2020
In: Podcast Playlists |
Commodities & Energy
Economics
March 13, 2020
Goldman’s global head of Commodities Research Jeff Currie gives his take on this week’s turmoil in the oil market. The coronavirus and oil price war…
By
Caroline Grady
March 13, 2020
In: Podcast Playlists |
Commodities & Energy
Investment Strategy
Sustainability & Social Issues
March 13, 2020
Franklin Templeton’s Multi-Asset Solutions team discuss how to play the heightened market volatility from the coronavirus and the oil shock…
By
Caroline Grady
February 21, 2020
In: Podcast Playlists |
Commodities & Energy
Investment Strategy
February 21, 2020
FT Lex writer Alan Livsey discusses his estimate of $900bn in “stranded assets” from the shift towards cleaner energy – defined as investment that…
By
Bilal Hafeez
December 05, 2019
In: Podcast Playlists |
Commodities & Energy
Investment Strategy
December 05, 2019
UBS energy experts analyse long term investment themes around energy transition and the opportunities it presents for investors…
By
Bilal Hafeez
November 28, 2019
In: Podcast Playlists |
Commodities & Energy
November 28, 2019
Samantha Gross, Fellow at Brooking institute, explains why Saudi Aramco’s IPO did not get listed…
By
Bilal Hafeez
November 15, 2019
In: Podcast Playlists |
Commodities & Energy
Equities
Monetary Policy & Inflation
November 15, 2019
Mike “Mish” Shedlock is one of our top bloggers of 2019, so he is well worth listening to. In this podcast, he opines on several controversial topics…
By
Bilal Hafeez
November 05, 2019
In: Podcast Playlists |
Commodities & Energy
Monetary Policy & Inflation
Rates
November 05, 2019
Alex Gurevich, Founder and CIO of HonTe Investments, gives his in-depth and insightful views on the Fed cuts, gold, and treasuries…
By
Bilal Hafeez
October 02, 2019
In: Podcast Playlists |
Commodities & Energy
Geopolitics
October 02, 2019
By
Bilal Hafeez
September 24, 2019
In: Podcast Playlists |
Commodities & Energy
Equities
FX
Rates
US
September 24, 2019
(You can listen to the podcast by clicking here) Gurevich believes that it’s an urban legend that gold and the dollar are…
By
Bilal Hafeez
September 17, 2019
In: Podcast Playlists |
Commodities & Energy
Emerging Markets
September 17, 2019
(You can listen to the podcast by clicking here) In this episode, energy markets expert Dr. Anas Alhajji interprets recent structural changes…
By
Bilal Hafeez
September 17, 2019
In: Podcast Playlists |
Commodities & Energy
Equities
FX
Growth & Labour Market
Monetary Policy & Inflation
Rates
September 17, 2019
(You can listen to the podcast by clicking here) CEO of Gavekal Research, Louis-Vincent Gave sees a massive outperformance of growth stocks,…
By
Bilal Hafeez
September 17, 2019
In: Podcast Playlists |
Business & Technology
Commodities & Energy
Equities
US
September 17, 2019
In this wide-ranging episode, Christopher Wolfe from First Republic Private Wealth Management talks about how equities in the US public market…
By
Bilal Hafeez
September 10, 2019
In: Podcast Playlists |
Commodities & Energy
FX
US
September 10, 2019
(You can listen to the podcast by clicking here) Strategy advisor to Vulpes Investment Management Grant William argues that outlook for gold…
By
Bilal Hafeez
August 29, 2019
In: post |
Commodities & Energy
Economics
FX
August 29, 2019
(You can read the article by clicking here) This in-depth piece by Frances Coppola, financial writer, explores and criticises James Rickards' book Currency…
By
Bilal Hafeez
August 27, 2019
In: Podcast Playlists |
Commodities & Energy
Rates
US
August 27, 2019
In this podcast, Jeff Snider, Head of Global Research at Alhambra, discusses how interest rates are currently driving gold prices up…
By
Bilal Hafeez
August 27, 2019
In: Podcast Playlists |
Commodities & Energy
August 27, 2019
We have previously talked about the economics behind renewables and the rising appeal of their low cost. This podcast explores the reasons why…
By
Bilal Hafeez
August 27, 2019
In: Podcast Playlists |
Commodities & Energy
August 27, 2019
Christine McCracken, Animal Protein Analyst at Rabobank examines the pork industry in China. She estimates after the African Swine Flu (AFS) about 50% of…
By
Bilal Hafeez
August 23, 2019
In: post |
Commodities & Energy
Growth & Labour Market
August 23, 2019
Extreme counteraction measures on climate change can do more harm than good. Bjorn Lomborg, a visiting professor at the Copenhagen Business School, argues…
By
Bilal Hafeez
August 21, 2019
In: Podcast Playlists |
Commodities & Energy
Growth & Labour Market
August 21, 2019
(You can listen to the podcast by clicking here) In this episode, Dr Jon Alterman, director of the Middle East Program at…
By
Bilal Hafeez
August 13, 2019
In: Podcast Playlists |
Business & Technology
Commodities & Energy
August 13, 2019
(You can listen to the podcast by clicking here) This podcast continues the discussion around oil that we initiated last week, with McKinsey…
By
Bilal Hafeez
July 25, 2019
In: post |
Commodities & Energy
Europe
July 25, 2019
(You can read the article by clicking here) For a long time, Russia has been the primary supplier of most of Europe’s…
By
Bilal Hafeez
April 30, 2019
In: post |
Commodities & Energy
Growth & Labour Market
April 30, 2019
From McKinsey: Energy intensity is decreasing, renewables are gaining, and new efficiencies are on the way. Here’s how to build the resilience…
