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
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
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
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
Mar 2025
Frankly Speaking | S12 E6 | Norman T. Roule, Former senior U.S. intelligence official
Two months after returning to the White House, President Trump has shocked the world with a series of major announcements, from aggressive DOGE initiatives to high tariffs, plans to relocate thousands of Palestinians from Gaza, and secret talks with Hamas. Today we hear from Norm ... Show More
35m 54s