logo
episode-header-image
Apr 2024
47m 20s

MM147: Unravelling Interest Rates, Commo...

AMPLIFYME
About this episode

In this episode, co-founder Piers Curran provides his latest insight into what's happening in global markets right now. 


From fluctuating expectations on when the US central bank will cut interest rates to why commodities like gold and copper have been soaring of late.


The team also delves into the recent dip in Tesla's quarterly deliveries, sparking debates over its significance in the broader electric vehicle market. 


Is this setback merely a temporary blip on Tesla's radar, or does it signal deeper challenges ahead for the EV leader?


*****


Join a free Markets Finance Accelerator simulation in partnership with Morgan Stanley and UBS https://amplifyme.com/finance-accelerator - No prior knowledge is necessary!


Hosted on Acast. See acast.com/privacy for more information.

Up next
Jul 27
The Hidden Business of Sport: Why NFL Teams Are Worth Billions
Why would anyone spend $9.6 billion buying an NFL team?This week, Anthony Cheung and Stephen Barnett break down the record-breaking sale of the Seattle Seahawks and explain why owning a sports franchise has become one of the world's most attractive investments.From guaranteed TV ... Show More
43m 8s
Jul 23
What Does Andy Burnham Mean for the Economy & Markets?
Five days into office, Andy Burnham is already facing the same question every UK Prime Minister eventually encounters: who really controls the economy?In this episode, Anthony Cheung and Piers Curran break down Burnham's first economic policies, why rising gilt yields matter far ... Show More
23m 16s
Jul 20
Sky Buys ITV for £1.6BN | Reformation's IPO Explained
Wall Street isn't the only place where billion-dollar deals are happening.This week, Anthony Cheung and Stephen Barnett break down ITV's agreement to sell its television and streaming business to Comcast, the owner of Sky, and explain why this is far more than just another media ... Show More
54m 39s
Recommended Episodes
Jul 2025
MB251: Earnings Season Insights: What to Expect
In this episode, Sam and Josh discuss the current state of the market, focusing on the ongoing earnings season and its implications for investors. They analyse key earnings reports from major companies like Tesla and Google, exploring their performance and future outlook. The con ... Show More
28m 54s
Jun 2023
Can the global economy withstand higher interest rates?
Discussing central bank tightening, trends in artificial intelligence and real estate, and the slowdown in China’s economy, Ashish Shah, chief investment officer of Public Investing within Goldman Sachs Asset Management, joins our latest episode of The Markets, a new weekly podca ... Show More
9m 51s
May 2023
Is the U.S. Economy Starting to Roll Over?
Jesse Felder, the founder of Felder Investment Research, joins Maggie Lake to discuss the market's uncertain reaction to today's inflation data, why he’s taking a closer look at gold, and what he makes of the recent U.S. credit crunch. Learn more about your ad choices. Visit podc ... Show More
36m 9s
Apr 2018
Adventures in Finance 62 - Powering Down: Beginning of the End for Tesla?
Can Tesla still take over the world – or is the end nigh for the ambitious electric car company? Charley Grant of the Wall Street Journal and Mark Spiegel of Stanphyl Capital join to discuss. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade the political c ... Show More
55m 26s
Sep 2024
Financial Markets Back on the Brink of Collapse - Ep 978
Market Turmoil & Economic Uncertainty: A Deep Dive into Non-Farm Payroll Report and Fed PoliciesIn this episode, we explore today's weaker-than-expected non-farm payroll report and its impact on the markets. Despite a brief improvement in stock indices following rate cut expectat ... Show More
1h 1m
Oct 2022
Breaking Down the Dollar's Rise
What’s behind the volatility in the currency markets—and how much higher can the dollar go? In the latest episode of Exchanges at Goldman Sachs, Kamakshya Trivedi, Head of Global Foreign Exchange, Interest Rates and Emerging Markets Strategy, discusses what a surging US dollar an ... Show More
19m 33s
Feb 2022
The Case for Commodities: ‘Super-Backwardation,’ Structural Demand and Inventory Shortages
In the latest episode of Exchanges at Goldman Sachs, Jeffrey Currie, Global Head of Commodities Research in the Goldman Sachs Research, discusses why he believes commodities are entering a supercycle and how the current geopolitical landscape is shaping commodity markets. Learn m ... Show More
23m 9s
Dec 2020
Cold Winter, Hot Money: DB-Dec 7, 2020
Real Vision managing editor Ed Harrison is joined by editor Jack Farley to break down the froth of the market and explore whether it will boil over. Ed analyzes the significance of the Smart Money Index’s (SMI) hitting a one-year low, and Jack gives a snapshot of the roaring U.S. ... Show More
43m 41s
Aug 2023
Status Check: Single-Stock ETFs, Gold & Global Commodities 8/14/23
<p>CNBC’s Courtney Reagan spoke with Will Rhind, Founder and CEO of GraniteShares, and Dave Nadig, Financial Futurist at VettaFi. They did a deep dive into single-stock ETFs one year after launching in the U.S. - exploring the promise and pitfalls of single-stock bets on and agai ... Show More
14m 43s