Amid the woes, where are the opportunities in Europe’s car industry? President-elect Trump has threatened to slap higher tariffs on European carmakers, Chinese competition is intensifying, and demand for autos in Europe is flagging. But it’s not all bad news for investors. Featured is Rolf Ganter, Head, CIO Equities Europe, with co-hosts, Christopher Swan ... Show More
Yesterday
Navigating macroeconomic & geopolitical risks with Jordan Brooks, AQR Capital Management
Jordan Brooks serves as Principal and Co-Head of the Macro Strategies Group at AQR Capital Management. With no shortage of macroeconomic and geopolitical risks out there for investors to consider, Jordan explains what is top of mind for his team at AQR, and shares guidance when i ... Show More
15m 4s
Jul 8
Top of the Morning: Emerging Markets - Investing in Brazil
A look at the investment case for Brazil, and why the environment of today differs from that of the past. We also discuss the implications of a weaker US dollar, global trade tensions, and the direction monetary policy to Brazilian assets. Plus, an overview of risk considerations ... Show More
9m 53s
Feb 2025
For European Start-Ups, Valuation Depends On Location, Location, Location
Financial markets in Europe have long been fragmented and constrained, driving home-grown startups to list and raise capital in the US. Now, Europe is trying to reverse the trend. Can it hold onto innovative firms — and talent? Today on the show, host Sarah Holder talks to Bloom ... Show More
16m 29s
Dec 2024
Is Europe’s car industry at a crossroads?
The car industry across the European Union employs over thirteen million people, both directly and indirectly, that’s around six percent of the bloc’s workforce. But in recent years, Europe’s manufacturers have been struggling to cope with issues like economic downturns, clean en ... Show More
22m 58s
Sep 2024
Does Europe’s economy need Mountain Dew?
While Brussels has been obsessed recently with the “Draghi report,” that’s NOT the topic of this week’s episode. We will, however, discuss WHY Brussels is so besotted. (Spoiler alert: It's because Europe’s economy is broken.) Host Sarah Wheaton talks to POLITICO’s Carlo Martuscel ... Show More
37m 44s
Nov 2024
Deindustrialization in Europe?
There has been a lot of press on how Europe is facing deindustrialization, where manufacturing employment is in terminal decline and the continent can no longer compete due to high energy prices, economic competition, and other factors. In today's video we try to work out if Euro ... Show More
26m 53s
Feb 2025
Pourquoi l’industrie automobile roule au ralenti en Europe
En 2024, tous les voyants étaient au rouge pour le secteur automobile européen. La France a vu les ventes de ses voitures neuves reculer de 3,2 % par rapport à 2023, tandis que les immatriculations ont chuté de 27,4 % en Allemagne, pourtant le premier marché européen.
La forte ba ... Show More
13m 42s