The returning US president has already helped broker a ceasefire between Israel and Hamas. He is now attempting to do the same for Russia and Ukraine. But what kind of deal looks likely and what would this mean for Europe’s economy and markets? Finally, which equity sectors could benefit most from peace? Featured in this episode is Themis Themistocleous, CIO ... Show More
Yesterday
Talking Markets Podcast with Jan van Eck of VanEck
Jan van Eck is the Chief Executive Officer of VanEck. We cover a wide range of top of mind topics for investors, including a look at the US macroeconomic environment, the road ahead for monetary policy, the impacts of US trade policy and artificial intelligence to economic activi ... Show More
13m 5s
Yesterday
UBS On-Air: Paul Donovan Daily Audio 'Inflation (data) is coming'
The US government has announced that, regardless of the government shutdown, the September consumer price inflation data will be coming out (probably late). This is legally required, to enable the cost of living calculation that raises social security payments—huge swathes of US ... Show More
2m 41s
Oct 9
Top of the Morning: US Financials - Sector update & outlook
We cover a range of sector-related topics, spanning concerns over subprime consumer credit and private credit, a preview of the upcoming Q3 earnings season for financials, sector positioning, and YTD performance across sub-sectors. Featured is Jeff Harwood, CIO Financials Analyst ... Show More
9m 10s
Jan 2025
What will Trump's return mean for Ukraine, Gaza, and the economy?
What will Donald Trump's second term as US president mean for the NATO-Russia proxy war in Ukraine and Israel's war on Gaza? How will his tariffs affect the economy? To discuss, political economist Radhika Desai is joined by Anatol Lieven, director of the Eurasia Program at the Q ... Show More
1h 11m
Nov 2024
Frankly Speaking | S11 E10 | Norman T. Roule, Former senior U.S. intelligence official and Middle East expert
It’s been just over two weeks since the American electorate made their voices heard, with Donald Trump securing a commanding victory in the presidential race.
On this episode of Frankly Speaking we hear from former Senior CIA Operations Officer and Middle East expert Norman Roule ... Show More
33m 37s
Jul 30
Netanyahu Gaslights While Gaza Starves
Tommy and Ben start by breaking down the devastating scale of the famine in Gaza, how Israeli policy drove Gaza to this point, and how the world is responding. They also discuss Israeli PM Bibi Netanyahu’s denial and gaslighting about the starvation, whether Trump is buying it, w ... Show More
1h 52m
Jan 2025
How Trump 2.0 could reshape the Middle East
It's a moment of change in the Middle East. A ceasefire between Israel and Hamas in Gaza, and Hezbollah in retreat in Lebanon. Iran and its proxies are weakened and Syria has slipped from its grasp. Now, with President Trump officially installed in the White House, what impact mi ... Show More
26m 22s
Jul 29
Will Trump & Netanyahu Let Gaza Starve?
Donald Trump splits with Benjamin Netanyahu and acknowledges that Gaza is experiencing "real starvation"—but will he pressure Israel to end the war and allow more aid in? Lovett, Favreau, and Tommy react to the latest developments in Gaza, Trump's shifting and typically incoheren ... Show More
1h 42m
Oct 4
Is peace in Gaza within reach?
The U.S. president tells Israel to stop bombing the strip. Now, negotiations will seek to implement the plan. So, are they likely to work? And can the war finally come to an end? In this episode: Mouin Rabbani - Researcher, Analyst and Co-Editor of Jadaliyya. Yossi Mekelberg - Po ... Show More
18m 21s