logo
episode-header-image
Dec 2024
12m 28s

Special episode: Market Outlook 2025

JULIUS BAER
About this episode
tail spinning
Up next
Today
The music plays in FX and precious metals
Markets opened the week with a weaker US dollar and sharp gains in gold and silver. Precious metals broke key levels, with gold rising as high USD 5,100 and silver to over USD 112 an ounce. Equities and bonds were relatively calm, but global stocks are still near record highs. Ch ... Show More
12m 52s
Yesterday
The beat goes on for silver and gold
Silver sailed past USD 100 on Friday and has topped 107.50 in Asia this morning. Meanwhile, gold has broken through the USD 5,000 mark. There’s a lot of focus on USD/JPY and a possible US government shutdown is also now on the cards. Along with the twists and turns of geopolitics ... Show More
10m 17s
Jan 24
The View Beyond: Does China’s 2026 rally echo 2015?
China’s markets are off to a strong start in 2026, raising renewed comparisons to the 2015 boom‑and‑bust just as global tensions escalate — from dramatic US moves over Greenland to a surge in gold prices and a weakening dollar. With capital rotating out of U.S. assets and liquidi ... Show More
23m 5s
Recommended Episodes
Nov 2024
VREP #445 | The Scalena Brothers’ Key Takeaways on Vancouver’s Market Resiliency, New Buying Strategies & BC-specific Investor Hurdles
Ever wish you could hit pause on a great conversation? Today we're doing just that - exploring some of the unique, interesting, and counterintuitive ideas that emerged from our most recent podcast episodes.Adam & Matt sit down this week to unpack the most compelling insights ... Show More
55m 58s
Feb 2025
Ray Dalio on AI, Job Loss & the Future of the Economy | #EP 148
In this episode, Ray and Peter discuss the changing world order, China vs. the USA, and Ray’s thoughts on the future of the US. Recorded on Feb 3rd, 2025 Views are my own thoughts; not Financial, Medical, or Legal Advice. Ray Dalio is a renowned investor, hedge fund manager, an ... Show More
1h 46m
Jun 2025
The Wolf-Krugman Exchange: The economy in an uncertain world
In the third of this six-part series of The Economics Show, Martin Wolf, the FT’s chief economics commentator, and Nobel Prize-winning economist Paul Krugman discuss the dangers facing the world economy and wonder what outcomes are possible at summits such as the G7 in times of p ... Show More
43m 15s
Oct 23
1008. Insights: How to launch in the Middle East (Rewind)
About this episode: This week we’ve got something a little different for you. David Barton-Grimley recently returned from the very first Money20/20 Middle East in Saudi Arabia - and beyond enjoying endless cups of Arabic coffee (and collecting a serious stash of swag), he was gen ... Show More
53m 19s
Oct 3
Europe on a mission
Simon Wells, Chief European Economist, assesses the growth outlook for the region and the contrasting fortunes of the ECB and Bank of England in their bid to tame inflation.For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't ... Show More
13m 5s
Nov 12
Why the Stock Market Hasn’t Crashed Yet - with Paul Krugman
Hasan sits down with Nobel-winning economist, former New York Times columnist and current Substacker Paul Krugman to talk about of the economic chaos Trump is unleashing, why the stock market doesn’t seem to hate it, and to get his thoughts on crypto (he’s not a fan). Try Mill ri ... Show More
41m 55s
Apr 2025
EMERGENCY PODCAST: USA vs China Trade War w/ Richard Werner | PBD Podcast | Ep. 574
<p>Patrick Bet-David sits down for an emergency podcast with economist and &quot;Father of Quantitative Easing&quot; Richard Werner for a deep-dive conversation into the future of global finance. They discuss the rise of de-dollarization, central bank digital currencies (CBDCs), ... Show More
1h 8m
Feb 2025
Phil Huber: The Case for Private Credit - [Making Markets, REPLAY]
Today we are replaying my conversation with Phil Huber, the Head of Portfolio Solutions at Cliffwater. The private credit market has exploded recently, with Assets under management reaching a staggering $1.2T last year. I’ve been a little skeptical of this asset class, so I asked ... Show More
43m 56s
Apr 2025
The Inbox Episode
<p>This episode marks our four-year anniversary doing the Inside Economic podcast, and we devote the conversation to responding to listener questions.  We’ve been getting lots of great Qs, ranging from the global trade war and DOGE cuts to immigration and productivity growth.  Ke ... Show More
1h 8m
Oct 15
Q3 2025 market breakdown: the truth about off plan investment
Roughly 90% of Dubai’s off plan market isn’t worth investing in, but that remaining 10% can deliver exceptional returns. In this bonus episode, Simon Baker, Managing Director at haus & haus, joins Charlie Bannan to explain what separates the two. He explains where you can still f ... Show More
12m 33s