Jan 2025
Ep. 50 DUBAI INSURANCE GUIDE : EVERYTHING YOU NEED TO KNOW IN 2025 || AVINASH BABUR CEO OF INSURANCEMARKET.AE ON THE DUBAI REAL ESTATE PODCAST
Joining me today is Avinash Babur, the innovative entrepreneur behind insurancemarket.ae, one of the UAE’s leading insurance platforms. With extensive experience in marketing and a passion for transforming the insurance industry, Avinash has successfully established tailored insu ... Show More
30m 55s
Sep 19
As painfully contrarian as ever here on triple witching day.
<p>Today we run down another solid session for the US market, with enthusiasm in abundance on the Nvidia investment in Intel, a development we discuss with Saxo Equity Strategist Ruben Dalfovo, together with the surge in ASML and Crowdstrike yesterday. Also, a preview of some nam ... Show More
25m 40s
Jun 2025
UnitedHealth Group: Beyond The Premium - [Business Breakdowns, EP.219]
This is Zack Fuss. Today, we're tackling a giant in a controversial and incredibly complex industry, UnitedHealth Group. At its recent apex, UNH was a half-trillion-dollar market cap business, the 15th largest listed business in the United States. Today, that market cap sits at j ... Show More
1h 4m
Dec 2023
Benjamin Goldfien, VP of Insurance Operations at Sayata - PIR Ep. 488
<p>Tony chats with Benjamin Goldfien, VP of Insurance Operations at Sayata, the easiest place for wholesale insurance brokers to place business insurance for small commercial risks. They were originally featured in PIR Ep. 343 and today we do an update, and we chat about Benjamin ... Show More
21m 43s
Apr 2025
Ecolab: Clean Machine - [Business Breakdowns, EP.214]
Today we are breaking down Ecolab, a global sustainability leader offering water, hygiene, and infection prevention solutions that protect people & the resources vital to life. As of this recording, Ecolab has a $66 billion market cap and protects over 36% of the world's packaged ... Show More
41m 15s
Apr 2025
Mark Dow: Tariffs, Trade, and Trump - [Making Markets, EP.59]
My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy uphe ... Show More
53m 20s
Jan 2025
Kering: It’s Gucci - [Business Breakdowns, EP.199]
Today, we are breaking down the global luxury group Kering. You know Kering from its brands Gucci, YSL, Bottega Veneta, Balenciaga, and the list goes on. It's a luxury house similar to LVMH, but LVMH over the past five years is up over 40% and Kering is down over 60%. To break do ... Show More
45m 27s
Apr 2025
Barry Ritholtz: Cutting Through Financial Noise - [Making Markets, EP.58]
My guest today is Barry Ritholtz. As the founder & CIO of Ritholtz Wealth Management Barry manages assets of over $5B. He is also a famous author and commentator, fondly known as the 'Prickly Prophet of Wall Street' for his contrarian views. In this conversation, Barry shares the ... Show More
1h 10m
Sep 12
Pssst...Europe has AI stocks, too.
<p>Today we profile European companies with exposure to AI with Saxo Equity Strategist Ruben Dalfovo, as we continue to wonder what AI names may be in a bubble. Elsewhere, we note ongoing divergences in this market, largely brush off the impact of yesterday's US economic data as ... Show More
25m 23s
Today’s guest can boast a 40-year career in the reinsurance business and now leads a global reinsurer with around $3bn in gross written premium and approximately 250 employees. Dieter Winkel is President of Liberty Mutual Re and this podcast is very timely, given its positioning just ahead of the key 1.1 reinsurance renewal season. Dieter is everything you w ... Show More
