New US Attorney General Bondi issued a flurry of memos, allegedly including a request to investigate companies pursuing diverse and inclusive workforces. That is economically significant. At a time of rapid structural change, companies need to employ the right person in the right job at the right time to maximize technological gains, with diverse views to sp ... 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
Mar 2025
Dollar extends gains; SNB cuts, BoE stands pat
Send us a textDollar gains as Fed in no rush to lower rates. Focus turns to speeches by
Goolsbee and Williams. SNB cuts interest rates, BoE remains on hold. Wall
Street pulls back, oil gains on Iran sanctions.Risk Warning: Our services involve a significant risk and can result in ... Show More
4m 42s
Jan 2023
Navigating business risks: How to focus on what matters
After a series of crises, from the pandemic to geopolitical issues to the current economic conditions, executives are becoming seasoned in handling challenges. Today we’ll explore how executives can evaluate evolving risks, meet the changing needs of their stakeholders and lean i ... Show More
18m 44s
Jun 2025
ICYMI: Pride Under Pressure
Jennie Glazer, CEO at Coqual, a global think tank helping companies redesign how they work and lead. A strategist, facilitator, and builder of high-performing teams, Jennie leads Coqual’s research, advisory, and insight platforms—guiding senior leaders through complexity and towa ... Show More
7m 59s
Feb 2025
Week Ahead: Fed minutes, RBA and RBNZ decisions in focus
Send us a textAfter Powell and CPI data, dollar traders turn to Fed minutes. RBA to cut rates by 25bps, focus on forward guidance. RBNZ may opt for a third consecutive 50bps rate cut. UK, Canadian and Japan’s CPI data also in focus.Risk Warning: Our services involve a significant ... Show More
8m 26s