MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They'll discuss his long-term perspective on China’s role in the global economy, highlighting both its extraordinary infrastructure ambitions and the challenges of securing foreign capital amid shifting geopolitical realities. https://bit.ly/4mBZRAV
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Feb 26
MacroVoices #521 Jeff Currie: The Great Rotation
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They’ll discuss the commodity bull market, why metals are outperforming almost everything else, energy demand from AI and data centers, China stockpiling commodities, and much more. https://bit.ly/40imDo9 🔻Downloa ... Show More
1h 1m
Feb 19
MacroVoices #520 Michael Every: USD Stablecoins in The Age of Economic Statecraft
MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They dicuss a macro/geopolitics sweep, Warsh, Iran escalation risk and USD stablecoins as economic statecraft https://bit.ly/4apIIH5 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4qLRvIf ✅Sign up ... Show More
1h 15m
Feb 2025
Alphabet Earnings Miss Estimates, China Launches Retaliatory Probe
On today's episode, we get a breakdown of Alphabet's earnings with Annabelle Droulers, Bloomberg Tech Correspondent in Hong Kong. This as the company also faces a probe from Chinese anti-trust regulators amid a fresh US-China trade war. Plus - a look at how America's new China ta ... Show More
14m 40s
Apr 2025
Kenneth Rogoff: Tariff Impacts, The Dollar's Future and Global Economic Shifts
What challenges lie ahead for the global economy in an era of rising tariffs and geopolitical tension? In this episode, Nicolai Tangen speaks with Kenneth Rogoff, renowned economist and co-author of the seminal book "This Time Is Different," about the shifting economic landscape. ... Show More
1h 9m
Feb 2025
Polar Capital’s Nøddekær on Economic Value Added
2025 will be a critical year for China, which needs to continue stimulating demand to stave off prolonged deflationary pressure. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Marvin Ch ... Show More
47m 17s
Apr 2025
Tariffs, tensions, and trade: Trump’s gamble on China
Two weeks after Donald Trump’s sweeping tariff announcement shook global markets, he has now offered most countries a 90-day reprieve—while simultaneously escalating trade tensions with China by imposing harsher penalties. So far, China has responded by matching each tariff hike ... Show More
30m 26s
Feb 2025
US, Russia to Meet on Ukraine; Markets Cautious Amid Global Trade Tensions
On today's episode, Bloomberg's Michael Heath discusses the latest on planned discussions between Russia and the United States to bring an end to the Russia-Ukraine War. Fred Neumann, Chief Asia Economist at HSBC, shares his market outlook amid boiling global trade tensions. Plus ... Show More
17m 12s
Jan 2025
Mag Seven Earnings, The Fed Holds, China's Economic Outlook
On today's episode, we parse through earnings results from Microsoft, Meta, and Tesla with George Cipolloni, Portfolio Manager at Penn Mutual Asset Management. He also shares his reaction to the Federal Reserve's decision to leave its benchmark interest rate unchanged. Plus - a t ... Show More
18m 5s
Apr 2025
Holiday special: Driving toward a trade war with China
This week, EU Confidential is on a spring break — but with trade tensions between the U.S. and the rest of the world (China in particular) escalating, we thought it was the perfect moment to revisit a timely episode from our archives. As Trump’s new trade war heats up, with trip ... Show More
30m 33s