Podcast Episodes
Back to Search
Crude Oil, Gold Respond To War News
Spot gold is now trading at its lowest in a year while Brent crude oil futures have gone back to Feb 27 levels, the day before the US and Israel atta…
3 months, 4 weeks ago
Is AI Mania Coming to an End?
The overnight global sell-off in tech and AI stocks has reignited questions about the longevity of the AI-led bull run. Are these early signs that th…
4 months ago
Will US Inflation Resolve Itself?
The US Fed Chair Kevin Warsh in his first meeting gave hawkish signals as to the interest rate trajectory, but is a hike imminent? Joseph Sroka of No…
4 months ago
Has the Stagflation Threat Passed?
Falling oil prices and easing tensions in the Middle East have reduced fears that the global economy could slide into stagflation. Yet investors stil…
4 months ago
From War Risk to Rate Risk
Markets have welcomed the signing of the US-Iran peace agreement, with investors rotating back into risk assets as concerns over energy supplies and …
4 months ago
Asia's Rally Returns as Oil Fears Fade
Asian markets have regained momentum after easing tensions in the Middle East helped drive oil prices lower and improve investor sentiment. At the sa…
4 months ago
Can Markets Sustain the Post-Peace Rally?
Markets are reassessing the outlook after the Federal Reserve held rates steady and signs emerged of a possible peace agreement between the United St…
4 months ago
Markets Cheer Peace, But What's Next?
Global markets have rallied after reports of a peace agreement between the United States and Iran, easing concerns over energy supplies and helping d…
4 months, 1 week ago
Have Markets Fully Priced in the Gulf Ceasefire?
Global markets were positive at the end of last week on the back of the SpaceX IPO and signals of an imminent US-Iran ceasefire deal. Have the market…
4 months, 1 week ago
Tech Stocks Gain, Iran Deal "Likely", What's Next?
The likelihood of a solution to the war in Iran sparked a rebound in the markets, led by tech stocks that have been sold off in the past few sessions…
4 months, 1 week ago