In this episode, Danielle DiMartino Booth joins the show to discuss recent tariff headlines, the state of the US labor market, and the Federal Reserve's evolving stance on inflation. We also delve into the complexities of implementing tariffs and the economic policies of the Trump administration, the influence of government stimulus on job creation, and much ... Show More
Nov 20
AI’s CapEx Frenzy Hits Wall of Fed Hawkishness | Weekly Roundup
This week, we discuss NVIDIA’s latest earnings, how shifting credit dynamics could reshape the next phase of the AI boom, what the Fed’s mixed signals really imply for markets, and why global FX moves are sending quiet warnings. We also dig into the surprising forces driving cryp ... Show More
1h 1m
Nov 19
Why Cross-Border Flows Matter More Than Rate Cuts | Capital Flows
In this episode, Capital Flows joins the show to break down how credit growth, falling real rates, and strong cross-border flows fueled the rally from April through summer, and why the Fed’s recent hawkish shift has introduced short-term volatility without meaningfully raising re ... Show More
51m 45s
Nov 14
Hawkish Fed, Credit Stress & A K-Shaped America | Weekly Roundup
This week, we discuss markets wobbling as a pointless government shutdown, delayed data releases, and a hawkish Fed collide with rising credit stress, over-levered AI giants, and widening inequality. Enjoy!
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51m 11s
Aug 2022
The US Appears in No Rush on CBDCs
This episode is sponsored by Nexo.io, Chainalysis and FTX US.On today’s episode, NLW looks at the state of the U.S. discussion about a central bank digital currency. Based on statements from the Federal Reserve, members of Congress and others, does it look like the U.S. is heade ... Show More
20m 1s
Nov 2024
915. News: LATAM fintech is booming, Metrobank slapped with a hefty fine, and why Klarna chose NYC for its IPO
Join hosts Laura Watkins and Benjamin Ensor alongside some great guests as we look at the biggest financial services and fintech stories of the past week.
Topics covered include: a LATAM fintech roundup featuring news from Nubank, Ualá, and Tako; Klarna announcing plans to IPO i ... Show More
1h 7m
Sep 30
Markets hold firm as shutdown fears loom
European markets closed higher yesterday, buoyed by strong performances in the healthcare and luxury sectors. In the US, concerns over a potential government shutdown failed to dampen investor sentiment, as a rebound in AI-related stocks helped support equity markets. Beyond mark ... Show More
13m 11s
Feb 2025
Ray Dalio on AI, Job Loss & the Future of the Economy | #EP 148
In this episode, Ray and Peter discuss the changing world order, China vs. the USA, and Ray’s thoughts on the future of the US.
Recorded on Feb 3rd, 2025
Views are my own thoughts; not Financial, Medical, or Legal Advice.
Ray Dalio is a renowned investor, hedge fund manager, an ... Show More
1h 46m
Nov 10
1013. News: Big moves in the mortgage market - and is everyone using AI to manage their finances?
About this episode: Host Benjamin Ensor, Director of Research and Strategy at 11:FS, is joined by a fantastic panel of guests as we dive into some of the biggest stories from the worlds of fintech, banking, and wider financial services this week. Stories covered on the podcast th ... Show More
1h 3m
Oct 7
1003. News: SWIFT embraces blockchain, JP Morgan ditches Nutmeg and what do digital IDs mean for fintech?
About this episode: Host Benjamin Ensor, Director of Research and Strategy, is joined by a fantastic panel of guests as we dive into some of the biggest stories from the worlds of fintech, banking, and wider financial services this week. Stories covered on the podcast this week i ... Show More
1h 1m
Oct 22
The Evolution of Money, AI, and the Next Big Investment Wave | Money Moves
In this week’s episode of Money Moves, Matty A and Ryan Breedwell dive deep into the evolution of money, technology, and investing in a rapidly changing economy. From the concept of digital currency and the impact of AI on jobs and real estate to the massive liquidity waiting on ... Show More
52m 46s