Yesterday

Can India build iPhones without China?

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:39 The Foxconn stress test09:16 The dark side of global trade20:13 TidbitsWe also send out a crisp and short daily newsletter for The Daily Brief. Put your ... Show More

22m 12s

Jul 10

A Greek tragedy

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:45 Has Greece left all its problems behind?11:59 A New Market for Electricity20:09 TidbitsWe also send out a crisp and short daily newsletter for The Daily ... Show More

22m 21s

Jul 9

Bike taxis get a policy nod

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:40 Green Light for Bike Taxis?09:59 India’s Financial Health Check21:47 TidbitsWe also send out a crisp and short daily newsletter for The Daily Brief. Put ... Show More

24m 44s

Aug 2024

Is there a bubble waiting to burst in India?

Indian equities are soaring right now. The country’s benchmark Nifty 50 index has doubled in just five years, beating out the pace of Japan, China and even the US. And it’s all being driven by millions of domestic investors who are piling into the market for the first time. But t ... Show More

20m 58s

Mar 2025

The week begins on a risk-off note

US inflation concerns intensified, with the core PCE rising 2.8% year-on-year, fuelling fears of stagflation. Tariffs remain a significant concern, with the US poised to unveil new measures on Wednesday. The EU is bracing itself for a potential 20% tariff, and Goldman Sachs has i ... Show More

12m 22s

Mar 2025

Impact Of Currency & Energy Declines.. And Market Reality Check On China 3/5/25

Declines in the U.S Dollar and Crude Oil taking hold of the market this week, as geopolitical tensions heat up. How the latest tariff headlines are hitting currencies and commodities, and the impact it has on the broader market. Plus Markets in need of a China reality check? Why ... Show More

42m 57s

May 7

India & Pakistan Strikes, UK-US Trade Talks, Merz’s Chaotic First Day

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) India conducted targeted military strikes against Pakistan, which said it retaliated in expected tit-for-tat blows after a militant attack last month in Kashmir that killed 26 people. (2 ... Show More

16m 10s

Feb 2025

Decoding Trumponomics 2.0, India Impact

David S Waddell, CEO and Chief Investment Strategist at Waddell & Associates, joins host Dia Rekhi on The Morning Brief to dissect the global economic shifts under the Trump administration. From the impact of tariff wars on emerging markets like India to the potential productivit ... Show More

22m 10s

Aug 2024

466: How Japan's Inflation Problem Became a U.S. Stock Market Problem

Why did Japan’s interest rate hike have such a big impact on the U.S. stock market? Earlier this month I discussed the stock market chaos that led to a sharp drop in prices. I mentioned that Japan’s decision to raise interest rates played a part in this, but how? This episode I’m ... Show More

8m 27s

Jan 2025

Lots More on the Global Selloff in Government Bonds

One of the biggest stories in markets right now is the huge selloff in government bonds. And we're not just talking about the US here. The UK is seeing multi-year highs in long-end yields. So is Japan. And of course, the US 10-year Treasury is close to its highest level in a year ... Show More

22m 6s

Apr 25

SOTS 2nd Hour: DC Tariffs Latest, Alphabet Results Breakdown, and A Fresh Read On The Consumer 4/25/25

New comments from President Trump on potential tariff deals top of the hour – Carl Quintanilla, Sara Eisen, and David Faber broke down the latest from DC as a slew of companies warn of growing impacts and pull guidance. Alphabet’s better-than-feared results helping fuel gains for ... Show More

43m 30s

Apr 14

Murky Monday For Stocks… And Tariff Impact On Automakers 4/14/25

Stocks kicking off the week with another volatile session. How the latest tariff headlines are causing even more market swings, why a technical ‘death cross’ is flashing warning signs in the S&P 500’s technicals, and why one currency expert says to steer clear of the U.S. dollar. ... Show More

43m 40s

Feb 2022

Just how bad is Britain's supply chain problem?

Supply chain troubles are feeding into sharp build cost hikes for the construction sector in the UK. In this podcast, we look at how long these problems are likely to last, how Britain stacks up compared to the rest of the G7 economies and the impact on its housing delivery rates ... Show More

13m 22s

Yes Bank's Big Comeback?