On this week’s episode of Viewpoints, Burkhard reflects on the developments surrounding DeepSeek and the impact felt by US technology and energy companies. Burkhard also shares some interesting boots-on-the-ground takeaways from recently attended deep-tech conferences, along with weighs the impacts of the global race for energy resources.
Apr 2025
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 32)
How much longer will uncertainty last, and where might it all settle? Burkhard weighs in as investors continue to navigate everything from policy pivots to Fed independence to inflation, and much more. Plus, thoughts on how investors should react to a market recovery (or a deeper ... Show More
11m 53s
Nov 2023
Macro Monthly Podcast with UBS Asset Management
Hear from top investment professionals from the UBS Asset Management’s Multi-Asset Team, this month featuring Evan Brown, Portfolio Manager and Head of Multi-Asset Strategy, and Enrique Davila, Multi-Asset Investment Specialist.
19m 14s
May 2021
Rocky Roads: Geopolitics, Crypto & the Future of Electric Vehicles
DB-May21,2021: Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison and editor Jack Farley to make sense of an action-packed week. They interpret the bullish PMIs coming from Europe and the U.S., the latest news from the credit markets, and a crypto market t ... Show More
49m 35s
Jun 2024
PODCAST: Daily Energy Markets - June 12th
<p>The Daily Energy Markets Podcast dissected the headlines surrounding energy transition in Europe and the US, with James McCallum, CEO & Chairman, Xergy Group, and Professor of Energy, Strathclyde University; and Bill Spindle, Senior Global Correspondent, Cipher News. Bora ... Show More
32m 38s
Sep 2016
Eurasia Group's Sankaran: Impact of Energy Markets on EM(Audio)
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Karthik Sankaran, Director of Global Strategy, Eurasia Group, on the outlook for global and emerging markets. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
11m 42s
May 2025
PODCAST: Daily Energy Markets - May 12th
Omar Najia, Derivatives Trader, BB Energy; Narendra Taneja, India's Leading Energy Expert; and Victor Yang, Senior Analyst, JLC Network Technology, shed light on the major developments over the weekend in China’s trade talks with the US, India’s ceasefire with Pakistan, and Trump ... Show More
34m 36s
