Jun 24

Iran Tensions Over?

NOTE: This episode was recorded and streamed on Monday, before the Iranian strikes on Qatar and the subsequent cease-fire. To watch the show live in the future, follow Macro Mondays on Youtube: https://www.youtube.com/watch?v=CvQWgrDu1KI&list=PLSm3lKwpfZ_By9fz6p9bUBO8T9sPJijKF&in ... Show More

27m 36s

Jun 17

Geopolitics Driving Markets Again

Andreas Steno, founder and CEO of Steno Research, is back with Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news and trends driving global markets. From escalating Ukraine-Russia tensions and the Israel-Iran standoff to the latest ... Show More

21m 33s

Jun 3

Ukraine strikes and the state of sanctions

Andreas Steno, founder and CEO of Steno Research, joins Mikkel Rosenvold, the firm's partner and head of geopolitics, to discuss the latest Ukrainian drone strike on Russian air bases, surging commodity prices, the state of sanctions, and why the U.S. dollar is weakening.

25m 40s

Apr 4

Talking Heads – Emerging markets and US tariffs: opening gambit or torpedo?

What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a first assessment, Zhikai Chen, Head of Global Emerging Markets, shares his views on the impact for Asian and emerging market (EM) ... Show More

9m 2s

Apr 3

Tech Stocks Sell Off Amid Tariff Backlash

Bloomberg’s Caroline Hyde discusses how investors are reacting to tariffs as the magnificent seven and other tech names drop. Mark Mahaney, Evercore ISI managing partner, explains the global impact tech firms could face in a trade war. And Sowmyanarayan Sampath, Verizon Consumer ... Show More

43m 2s

Feb 2025

Here's Why ESG Isn't Dead Yet

Environmental, social and governance rules have come under additional pressure since the election of Donald Trump as US President. American businesses have also called for the European Union to roll back its ESG regulations, and France and Germany have indicated they want changes ... Show More

7m 40s

Apr 8

What is the early impact of Trump's tariffs on the petchems sector?

S&P Global Platts price reporters Mujidah Yahaya and Andre Mikhail join host Vincent Valk to discuss the impact and implications of the Trump administration's drastic new tariffs on the petrochemicals sector. Topics include the impact of rolling uncertainty on markets, the potent ... Show More

20m 1s

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

Aug 2024

Klarna CEO and Co-founder Talks Retail Banking, Upcoming IPO

Sebastian Siemiatkowski, Klarna CEO and Co-founder discusses the company's push into retail banking by rolling out digital accounts in the US and Europe. He speaks with Bloomberg's Tom Mackenzie. See omnystudio.com/listener for privacy information.

9m 7s

May 2024

Global Outlook Q2 2024 Podcast - Decision Time

Listen to Eric Robertsen, Global Head of Research & Chief Strategist, and Sarah Hewin, Head of Research, Europe and the Americas, as they examine how monetary policy decisions by the US Fed and other central banks, evolving geopolitical conditions, and key elections in several co ... Show More

28m 1s

Feb 2025

Top of the Morning: Emerging market equities - Trade uncertainty and DeepSeek

As headline developments surrounding trade uncertainty and DeepSeek persist, Xingchen drops by to discuss what this all means for emerging market equities. We also spend time examining the scope of US imposed tariffs on China, and the implications for Chinese growth and overall r ... Show More

15m 15s

Apr 10

US-China Decoupling Threat

China Beige Book International Chief Operating Officer Shehzad Qazi examines President Donald Trump's latest salvos in the US-China trade war and discusses the odds of an economic decoupling between the two superpowers. See omnystudio.com/listener for privacy information.

7m 5s

No more safe havens? Well, maybe...