WAR - what is it good for… economically,...

– Why am I getting smashed on my house price? – Don’t miss the glimmers of light – Inflation is why I don’t save – An opportunity in small caps? – 22 and the world at his feet!See omnystudio.com/listener for privacy information. 

– It’s Vanguard Index Chart day! – Super for housing… here we go again – We now have a trillion dollars in debtSee omnystudio.com/listener for privacy information. 

– How do we fix our political quagmire? – Are house prices really just a function of desire and competition? – Why aren’t we talking about AI more? – Where am I wrong on housing?See omnystudio.com/listener for privacy information. 

This week, Pedro and Fil examine Trump’s volatile tariff policies and ask whether they’re a chaotic trade war or a calculated financial strategy. They delve into the potential motives behind targeting China, the winners and losers in this economic standoff, and what it all means ... Show More

Scott and Ed dive into the ongoing trade war, unpacking how markets reacted to Trump’s 90-day tariff pause and the broader turmoil with China. They break down what may have just been the greatest day of insider trading in history, assess the damage to American 401Ks, and explore ... Show More

ICYMI: Trillium economist and portfolio manager Cheryl Smith joins to discuss her outlook on Trump's trade war and how long she sees volatility affecting markets. See omnystudio.com/listener for privacy information. 

This week, we ask what it is exactly US President Donald Trump may be trying to accomplish with his tariff threats and trade wars. Stephanie Flanders, Bloomberg’s head of government and economics, is joined by Anna Wong, chief US economist at Bloomberg Economics, and Bloomberg re ... Show More

Scott and Ed discuss the market’s reaction to Trump’s drug pricing plan, Perplexity’s latest funding round, and Coinbase’s addition to the S&P 500. Then Alice Han, China economist and director at Greenmantle, returns to the show to break down how China views the ongoing trade war ... Show More

<p> In today’s video, we’re diving into everything from politics and hot issues to a breakdown of the markets and actionable stock insights. We start with the latest updates on Trump’s legal battles—what’s real, what’s noise, and what it all means for markets. If you’ve been wond ... Show More

<p>As Donald Trump’s sweeping tariffs take effect, our correspondent explains how one of America’s <a href="https://www.economist.com/business/2025/04/04/apple-gets-caught-in-a-trade-war-nightmare?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_conten ... Show More

<p>Should you trade through the US Election or stay away? Donald Trump, Kamala Harris... does it matter who wins?</p> <p>Here's what I think you should do and what else to be aware of that's more important than the election in my opinion.</p> <p>Register now for our November Trad ... Show More

In this episode of Trumponomics, we explore whether Donald Trump’s attack on Iran changes the calculus on his “reciprocal” tariffs and a looming deadline. Host Stephanie Flanders is joined by John Authers, senior editor for markets and a Bloomberg Opinion columnist, and Shawn Don ... Show More

Did Trump really negotiate a trade deal with the European Union? Or was the whole thing just a delay tactic? Scott and Jessica talk through the politics of the U.S./E.U. tariff talks, and analyze Trump’s “zero-sum” approach to our allies and partners. Plus — the shifting sentimen ... Show More