This week, we look at the momentous events unfolding in the US, from the storming of the Capitol building to the Democratic victory in the Senate run-off elections. We also discuss what the UK’s latest lockdown means for the local economy and what the recent surge in Bitcoin’s price means for investors, with Nicky Eggers (Head of Investments), Jean-Paul Jaeg ... Show More
Sep 18
#340 Emerging Markets: Room to run?
This week, Rob Mansell, Portfolio Manager, talks to Luke Pearce, Senior Multi-Asset Strategist, about all things emerging markets (EM). Can China’s rally continue? How have investors changed their approach to investing in EM compared to pre-pandemic? And how is the AI theme unfol ... Show More
17m 55s
Jan 2024
What’s In Store for 2024? Bitcoin, Home Buying, and Kiyosaki’s $1.2 billion in debt
#481: Predicting the stock market is a terrible idea.But we can look at economic indicators and upcoming events to get a big-picture, 30,000-foot view of where our economy might be heading in 2024.In today’s episode, we explore what’s in store for 2024.We talk about the recent su ... Show More
34m 2s
Mar 2023
Hike #9, Winning AI, & the SEC’s Celebrity Targets 03/23/23
The Federal Reserve announced a rate hike of 25 basis points, its ninth consecutive hike in the last year. Chair Jerome Powell softened his tone on the central bank’s aggressive hiking policy, and the markets interpreted his comments as a hint that the end of the hikes may be app ... Show More
37m 51s
Aug 2023
IBKR's Sosnick: Inflation is here until something breaks
Steve Sosnick, chief market strategist at Interactive Brokers, says investors should be thinking defensively and looking at dividend stocks rather than hoping that central bankers will pivot and start cutting rates to boost the market, because he thinks the Fed will stick with hi ... Show More
1 h
Oct 2020
US equities taking election polling to heart, US banks kick off earnings season, UK lockdowns
US stocks built on last week’s rally with investors assessing US presidential election polls that show a strong lead for former vice-president Joe Biden, and unemployment looks set to hit the UK’s youth the hardest with the country’s economy facing a sharp slowdown. Plus, the FT’ ... Show More
9m 38s
Oct 2022
Taking Stock: What’s Ahead for US Markets
It’s been a bleak year for the stock market which, despite some short-term rallies, is still firmly entrenched in bear market territory. So where do we go from here? In the latest episode of Exchanges at Goldman Sachs, David Kostin, chief U.S. equity strategist in Goldman Sachs R ... Show More
16m 57s