This week’s podcast looks at AI, amid growing signs that the hype is justified. Will Hobbs and Miles Sherry also discuss two more things on the up, but in a very different sense - UK growth and US inflation. How could investors interpret the latest data?
To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/ ... Show More
Sep 18
#340 Emerging Markets: Room to run?
This week, Rob Mansell, Portfolio Manager, talks to Luke Pearce, Senior Multi-Asset Strategist, about all things emerging markets (EM). Can China’s rally continue? How have investors changed their approach to investing in EM compared to pre-pandemic? And how is the AI theme unfol ... Show More
17m 55s
Jan 2025
Market declines, tech earnings season kicks off, investors focus on the Fed's upcoming rate decision.
Deepseek rattles the market to start off the week. Today on Morning Brief, anchors Brad Smith and Seana Smith tackle the biggest market stories and speak to top Wall Street experts ahead of the opening bell. Our hosts analyze some of the top trending tickers: Nvidia (NVDA), AT&T ... Show More
52m 45s
Nov 2024
Talking Heads – Will US equities run much further, pause or stumble?
With the end of 2024 six weeks away and 2025 dawning with the promise of wide-ranging changes under a new US administration as well as further key interest rate cuts, what are the chances that US equities will continue to stand out? Andrew Craig, Co-head of the Investment Insight ... Show More
12m 20s
Jul 2024
882. News: Revolut secures UK banking licence, Plum raises over £16m, and how CrowdStrike paralysed banking.
Join host David Barton-Grimley and some great guests as we discuss the biggest fintech and financial services news this week.
Topics covered include: Revolut finally getting its UK banking license, fintech accelerator Archie announcing its first investments in two promising start ... Show More
56m 44s
May 2025
GlobalWafers commits $7.5B to U.S. growth
GlobalWafers (GFS) to boost U.S. investment to $7.5B amid soaring chip demand. (00:25) Virgin Galactic (SPCE) confirms it is on track for commercial flights again in 2026. (01:50) Buffett's Berkshire Hathaway exits Citi, cuts BofA, COF stakes, among other Q1 moves. (02:32)Episode ... Show More
5m 29s
May 2024
70. The Skinny On NVDA's Stock Split, SALT iConnections Recap, and Gold Decoupling
Send us a textWe're BACK from a whirlwind 48 hours in NYC, fully rested and ready to give you the skinny on the latest in global markets. First, a quick recap of our adventures at one of the world's largest cap intro conferences, where we got to chat with some of the i ... Show More
16m 39s
Aug 20
176. Chamath's New SPAC (Detailed Breakdown) Plus Europe’s Yield Curve Warning
Send us a textThis week on The Skinny on Wall Street, Kristen and Jen dive into the resurgence of SPACs and yes, Chamath Palihapitiya, the once-dubbed “SPAC King,” is back with a brand-new deal. We unpack what a SPAC really is, why they exploded in 2020, changes in the new struct ... Show More
50m 27s
Sep 24
Temasek CEO: Investing for the Future, Navigating Geopolitics and Building Trust
What drives Temasek's long-term investment philosophy? In this episode of In Good Company, Nicolai Tangen sits down in Singapore with Dilhan Pillay, CEO of Temasek, to explore the philosophy and strategy behind one of the world's most influential investment companies. Dilhan shar ... Show More
43m 11s
Jan 2025
Talking Heads – 2025: How far can they go?
Will the expression “May you live in interesting times” apply to 2025? How many ‘tugs of war’ will investors face? Kicking off our 2025 podcast series, Andrew Craig, Co-head of the Investment Insights Centre, and Chief Market Strategist Daniel Morris revisit our investment outloo ... Show More
6m 53s