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Timothy Ash on Russia's Failure, China Intervention and EM Re-Alignment
Timothy Ash is a Senior EM Sovereign Strategist at the $125bn fund, BlueBay, and is widely considered one of the leading experts on Ukraine and Russi…
3 years, 1 month ago
Mikihiro Matsuoka on Japan Inflation, BoJ Outlook and Debt Problems
Matsuoka-San is the Chief Economist of SBI Securities in Japan. Before that, he was the Chief Economist for Japan at Deutsche Bank. Overall, he has b…
3 years, 1 month ago
Richard Oldfield on Value Investing, Warren Buffet and Elon Musk
Richard founded Oldfield Partners in 2004.The firm is a value-style asset management firm with over $4bn in assets under management. Richard was Chai…
3 years, 1 month ago
Deborah Seligsohn on What Everyone Gets Wrong on China's COVID and Climate Policies
Deborah Seligsohn is an Assistant Professor of Political Science at Villanova University. Her research focuses on Chinese politics, US-China relatio…
3 years, 2 months ago
Phil Suttle on Fed Murdering Expansions and Bond Worries
Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International …
3 years, 2 months ago
Niels Kaastrup-Larsen and Alan Dunne on How to Make Money From Following the Trend
Niels is the Managing Director of DUNN Capital (Europe) which has a track record going back over 45 years. He has been in the managed futures busines…
3 years, 2 months ago
Yesha Yadav on the Galactic Risks of the US Treasury Markets
Yesha Yadav is Associate Dean and Professor of Law at Vanderbilt University Law School. She is one of the world's leading experts on financial and se…
3 years, 2 months ago
Andrew Revkin on What to Do About Climate Risk
Andrew Revkin is one of America's most honoured and experienced environmental journalists and the founding director of the new Initiative on Communic…
3 years, 3 months ago
Ivy Zelman on the Coming US Housing Crisis
With everyone taking a well-deserved break over the holiday season, we decided to dig through our archives to bring you our most-listened-to podcast …
3 years, 3 months ago
Agathe Demarais on How Sanctions Backfire on the US
Agathe Demarais is the Global Forecasting Director of The Economist Intelligence Unit. Agathe has a special focus on trade, sanctions, European affai…
3 years, 3 months ago