Podcast Episodes
Back to SearchA changing Federal Reserve
Episode 194
Please join Sphia Salim in discussion with Aditya Bhave, head of US economics research, Mark Cabana, head of US rates strategy, and Alex Cohen, senio…
8 hours ago
Inflation markets
Episode 193
Please join Ralf Preusser in discussion with Mark Capleton and Meghan Swiber to discuss opportunities in inflation markets. Commodity price swings ha…
1 week ago
Asia’s defense awakening: Higher domestic spend, more exports
Episode 192
South Korea emerging as a breakout defense producer
Asia's defense transformation is emerging as a compelling and investable growth theme, as the reg…
1 week, 5 days ago
Ceasefire, rates and the US consumer
Episode 190
Ralf Preusser was joined in conversation by Bruno Braizinha, Sophia Salim, and David Tinsley on Friday, 10 April 2026, at 9:00 a.m. ET / 2:00 p.m. BS…
2 weeks, 3 days ago
No longer overbought, still advantaged; Emerging Markets
Episode 191
Commodity exposure? There's a region for that
Prior to the Middle East conflict, investor sentiment toward Emerging Markets had turned increasingly b…
2 weeks, 3 days ago
The war takes a toll on growth; but more on economic than earnings
Episode 189
Equities drop but S&P earnings resilient for now
Global markets are recalibrating as higher energy prices shift the macro outlook and force a reasses…
3 weeks ago
The Traders’ perspective
Episode 188
Please join Ralf Preusser in conversation with G10 rates and FX trading to discuss positioning and market liquidity. In this podcast Ralf and team wi…
1 month ago
New payment tech unlikely to keep consumers from riding the rails
Episode 187
Structural drivers of card networks charge ahead
The card networks have historically been considered among the best and highest quality business mode…
1 month ago
US bank liquidity regulations
Episode 186
Please join Ralf Preusser in conversation with Ralph Axel, Katie Craig and Ebrahim Poonawala on US banks. The call will take place on Fri 20 March at…
1 month ago
Central bank trade-offs
Episode 185
Please join Ralf Preusser in conversation with Bruno Braizinha, Mark Cabana, and Sphia Salim. The conflict in Iran is a negative supply shock for muc…
1 month, 1 week ago