Apr 30

Talking Heads - US small caps – Reasons to be cheerful

US small-cap stocks had a strong start to 2026 with the Russell 2000 index significantly outperforming the S&P 500 large cap. Geoff Dailey, Head of US Equities, tells Daniel Morris, Chief Market Strategist, that the main driver was the artificial intelligence theme.For more insig ... Show More

14m 30s

Apr 22

Talking Heads - Licence to roam empowers absolute return bond approach

With a ‘licence to roam’ fixed income markets, an absolute return approach works with a toolkit that allows it to continue to earn returns in bond markets roiled by geopolitical tension and the growth and inflation upsets that go with it. James McAlevey, Head of Global Aggregate ... Show More

10m 51s

Apr 16

Talking Heads - Flows into core equity ETFs hold up amid Middle East conflict

Overall inflows into exchange-traded funds slowed towards the end of the first quarter as market volatility and uncertainty spiked amid the outbreak of war in the Middle East. Daniel Dornel, Head of ETF Research, tells Chief Market Strategist Daniel Morris that inflation-linked p ... Show More

5m 53s

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.For ... Show More

10m 2s

Sep 2025

Understanding digital money

Daragh Maher, Head of Digital Assets Research, discusses which of the competing visions for digital money could become the most dominant.For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't forget to follow our Asia-centric p ... Show More

17m 11s

Apr 2023

Alt (Digital) Trend Following with Sarah Schroeder of Coinbase Asset Mgmt.

How do you get a job at a top quant shop? With a little love from grandma?! How do you navigate a systematic strategy in the fast-moving world of digital assets? On this episode of The Derivative, Sarah Schroeder of Coinbase Asset Management (formerly One River Digital) covers a ... Show More

1h 44m

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

49m 43s

Mar 2025

How Digital Banking Helps Investors Manage Money Efficiently Tomas Navickas

Episode Topic In this episode, we dive into the world of fintech innovation with Tomas Navickas, the CTO and co-founder of myTU. He shares insights on how myTU is transforming digital banking and ... Show More

27m 37s

Feb 2025

What Drives Nvidia’s Growth?

The tech giant is a data center business. (00:21) Asit Sharma and Ricky Mulvey discuss: - Why Wall Street is shrugging off Nvidia’s 78% yearly revenue growth. - CEO Jensen Huang’s vision for AI in the coming years. - Short sellers targeting digital ad seller, AppLovin. Companie ... Show More

24m 22s

Oct 2025

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

Aug 2025

ChatGPT Agent and the Future of Digital Marketing

In this episode of The Digital Marketing Podcast, Daniel Rowles and Ciaran Rogers explore one of the most transformative shifts in digital marketing: the arrival of ChatGPT Agent and the rise of agent-based AI. No longer just about generating content, AI is now taking action on o ... Show More

30m 56s

Apr 2025

Francois Rochon - Outperforming the Market for 30+ Years Through Patience, Humility & Rationality | #578

Today’s guest is Francois Rochon, the President of Giverny Capital, which has returned over 15% per year for over 30 years. In today’s episode, Francois walks through the influence of Peter Lynch and Warren Buffett on his investment philosophy. He highlights three principles that ... Show More

1h 5m

May 2025

Alex Rastatuev's Hot Take - Product Onboarding and Customer Success Beats Features (with Alex Rastatuev, Senior Product Manager @ Keyhole.co)

Alex Rastatuev is a Senior Product Manager for Keyhole, a social media insights company, and is passionate about product-led growth. He's also an active mentor, looking to pay it forward to the next generation of PMs. Alex's hot take? That thoughtful product onboarding and educat ... Show More

22m 26s

Talking Heads – What next with digital a...