logo
episode-header-image
Jun 5
19m 47s

BREAKING: $79 Billion Fund Just Froze In...

Jeff Snider
About this episode
tail spinning
Up next
Today
You Won't Believe What Europe Just Did To China
Europe is preparing its public for something it has tried to avoid for years: a trade fight with China. While all eyes are on Iran and oil, the energy shock is only adding more urgency to a brewing economic battle between two of the world’s biggest markets. According to recent re ... Show More
21m 8s
Jun 4
OMG: Swiss Fund Triggers Mega Contagion
The private credit bust is no longer staying inside private credit. Investors are now pulling money out of a major Swiss private **equity** fund. As the guy once said, this is a big f-ing deal. For months, the story was supposed to be contained. A few private credit funds had red ... Show More
20m 44s
Jun 3
WTF Just Happened Inside European Banks?
European banks are doing something that looks irrational. The European Central Bank is increasingly likely to raise its short-term policy rates again. Oil prices are still elevated. Energy costs are feeding into headline inflation. ECB officials keep coming on hawkish. And normal ... Show More
20m 31s
Recommended Episodes
Mar 2025
We Just Saw Europe's Biggest Week in Decades
This week was a busy one and some of the most interesting things that happened came out of Europe, where policymakers announced up to €800 billion of additional defense spending and an easing of Germany's stringent debt rules. All of this comes as Europe responds to tariff threat ... Show More
30m 21s
Dec 2024
French turmoil and German stagnation – what it means for the ECB
<p>Global markets are awaiting the US employment report, which could influence the US Federal Reserve's interest rate decision on 18 December. European stocks rose despite political turmoil in France. Asian markets were mixed, with Chinese stocks rising ahead of a key policy meet ... Show More
18m 5s
Nov 2025
Wall Street Gains on Optimism US Will Soon Reopen
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Wall Street’s bets that the largest shutdown in US history is soon coming to an end drove a rebound in stocks, spurring optimism that access to official economic data will shed light on the Federal Reserve outlo ... Show More
36m 11s
Sep 2024
Fed Is Easing Into Major Regime Shift | Darius Dale
This week we discuss the Federal Reserve’s upcoming interest rate decision, the path to the neutral rate, and why the Fed should front-load its rate cuts. Darius and Felix also delve into why the recessionistas are wrong about the labor market, the fiscal impulse, the impact of t ... Show More
52m 17s
Feb 2024
Real Estate Crisis Hits Two German Banks | Josef Pschorn on Deutsche Pfandbriefbank and Aareal Bank
Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Follow VanEck on Twitter https://twitter.com/vaneck_us Follo ... Show More
52m 29s
Sep 2025
Fortunes of war: is Russia’s economy slowing?
The collapse of Russia’s wartime economy has long been foretold, yet massive fiscal stimulus has compensated for the effect of sanctions. Though the pinch is now being felt, the labour market is surprisingly resilient. Protesters in China are getting more creative. And why car to ... Show More
23m 30s
Nov 2024
Breaking Down Trump's Potential Trade & Economic Policies | Stephen Miran
In this episode, Stephen Miran joins the show to discuss Trump’s potential economic policies, the current economic imbalances in global trade, and the economics of tariffs. We also delve into how currency moves can offset tariffs, a potential Mar-a-Lago Accord to weaken the dolla ... Show More
1h 8m
Oct 2024
IMF hikes U.S. FY outlook
<p>The IMF hikes its U.S. forecast for 2024 but Germany weighs on the European outlook. The IMF’s Director of the Monetary and Capital Markets department, Tobias Adrian tells CNBC there are reasons for optimism. The S&amp;P 500 suffers its first back-to-back session loss since Se ... Show More
22m 16s