Aug 6

Talking Heads – Setting a course for investing in the rest of 2025

With the second half of the year now well underway, what are the prospects for the major economies and financial markets as tariffs remain very much in the headlines? On our podcast, Chief Market Strategist Daniel Morris tells Andrew Craig, Co-head of the Investment Insight Centr ... Show More

8m 59s

Jul 29

Talking Heads – Combining asset ownership and stewardship

Voting and engagement matter for any long-term investor. While fewer environmental and social proposals have been voted on, they still obtain widespread support.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/ ... Show More

7m 25s

Jul 22

Talking Heads – What next with digital assets such as tokenised securities?

When it comes to digital assets, attention often centres on cryptocurrencies, but for an asset manager, digitalisation opens up a wider field of opportunities. On our podcast, Stefan Brinaru, Head of Digital Assets, tells Chief Market Strategist Daniel Morris that the advantages ... Show More

6 m

Mar 2025

US small caps: looking beyond the near-term uncertainties

After rising in the wake of the US election, valuations of US small-cap stocks have marked a pause. Geoff Dailey, Head of US Equities, tells Chief Market Strategist Daniel Morris he expects the new US administration's focus on manufacturing in the US to boost market sentiment. Fo ... Show More

10m 2s

Aug 2024

Market divergence sees Dow surge to record high amid tech sell-off

US equity benchmarks struggled in trading yesterday with the S&P 500 and Nasdaq indices posting losses amid a rotation out of big tech and into small caps. However, the Dow Jones Industrial Average and the S&P 500 Equal Weight indices both hit record highs after US Fed Chair Powe ... Show More

14m 32s

Apr 2025

Aswath Damodaran, Investing in Uncertainty

Compared to Turkey, the United States is an ocean of stability. Aswath Damodaran teaches corporate finance and valuation at the Stern School of Business at New York University. Motley Fool Senior Analyst Matt Argersinger caught up with Damodaran for our Market Playbook Summit. Th ... Show More

35m 50s

Aug 8

Here's Why Big Tech's Soaring Valuations Have Some Worried

The world's biggest technology companies have reported another period of strong earnings, adding to the recent rally in their share prices. Microsoft became only the second company to reach a $4 trillion valuation. Some market watchers are concerned that the valuations of the so- ... Show More

9m 54s

Sep 2024

Tiger Cub Rob Citrone on Milei's Argentina: A Bullish Outlook for Investors | #550

Today’s guest is Rob Citrone, founder of Discovery Capital Management, a hedge fund that invests opportunistically across asset classes in emerging and developed markets. Rob worked for Julian Robertson at Tiger Management in the mid 1990’s and managed money for the Soros family. ... Show More

50m 43s

Jan 2025

Market declines, tech earnings season kicks off, investors focus on the Fed's upcoming rate decision.

Deepseek rattles the market to start off the week. Today on Morning Brief, anchors Brad Smith and Seana Smith tackle the biggest market stories and speak to top Wall Street experts ahead of the opening bell. Our hosts analyze some of the top trending tickers: Nvidia (NVDA), AT&T ... Show More

52m 45s

Mar 2025

From 'Trump bump' to 'Trump slump,' with Betterment CEO Sarah Levy

Recent market swings are causing whiplash for everyday investors. Sarah Levy, CEO of digital investment platform Betterment returns to Rapid Response to shed light on a market in flux. Levy explores the evolving volatility of crypto, socially responsible investing, generational a ... Show More

27m 28s

Apr 2021

Understanding SPACS: Wharton Finance Professor Explains

SPACs - special-purpose acquisition companies - are the latest rage in finance. They are firms designed to help another go public by going around the traditional IPO process to raise funding, and The Wall Street Journal estimates that so far this year, five new SPACs are formed d ... Show More

12m 27s

May 5

Warren Buffett Is Stepping Down. What’s Next for Berkshire Hathaway?

P.M. Edition for May 5. The Oracle of Omaha’s move after a 60-year run will be a moment of reckoning for the company he built. WSJ deputy markets editor Justin Baer discusses how Berkshire Hathaway’s new leadership will navigate that. Plus, a study out today shows that Beijing’s ... Show More

14m 9s

Jul 22

US stocks hit a new record - despite trade unease

The US stock market reached new heights, driven by the strong performance of several of the top tech giants, but the broader market failed to follow suit. Meanwhile, government bond yields declined across the board as the deadline for President Trump's trade negotiations, set for ... Show More

12m 34s

Talking Heads - US small caps: looking ...