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
Today
Ahead of the curve with Ulrike Hoffmann-Burchardi
Tune in every Monday morning ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on the most important market drivers in the week ahead, along with opportunities beyond the consensus. This ... Show More
5m 21s
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