Podcast Episodes
Back to Search#20 - Math and why does it matter? - Guest: Steen Jakobsen, Saxo Bank
Season 1 Episode 20
Live from his vacation home in sunny Spain, Andreas hosts the great Steen Jakobsen of Saxo Bank to a talk on commodities, positioning and in particul…
2 years, 5 months ago
#19 - Energy Stocks are the New Bonds
Season 1 Episode 19
We host the great Warren Pies in a discussion on oil, bonds and everything related. Are energy stocks the new bonds and why? We take a closer look.
We…
2 years, 5 months ago
#18 - Higher energy prices triggering a recession?
Season 1 Episode 18
Will the energy price rally trigger the recession as consumer savings are depleted? We look at this week's EIA data, whether it can be trusted and ho…
2 years, 5 months ago
#17 - The Nuclear Option
Season 1 Episode 17
Is the day of reckoning for nuclear power here at last? After years of stagnation, markets are beginning to show some promise for nuclear technology.…
2 years, 5 months ago
#16 - Pause or not, and how to trade it? Guests: Dennis Lockhart and Frances Donald
Season 1 Episode 16
Are the central banks on pause or not? We cover all the CB decisions/non-decisions this week and talk to former President of the Atlanta Fed and form…
2 years, 6 months ago
#15 - Was that a pause from Lagarde?
Season 1 Episode 15
Has the anti-Europe trade become the consensus or is there still juice in the story? We discuss the prospects of European gas storages and the ongoin…
2 years, 6 months ago
#14 - Is the Second Inflation Wave Coming? - Guest: Mikael Sarwe, Nordea Bank
Season 1 Episode 14
Oil could be up as much as 25-30% during Q4 due to the production cuts out of Saudi Arabia and Russia. This is beginning to smell like the 1970's and…
2 years, 6 months ago
#13 - The Rasputin Effect - Guest: Michael Cembalest, J.P. Morgan
Season 1 Episode 13
Is the U.S. labour market finally crashing? What will it take to kill the U.S. economy? We ask Michael Cembalest of J.P. Morgan who explains The Rasp…
2 years, 6 months ago
#12 - USD patriots vs. CNY patriots - Guest: Tony Nash
Season 1 Episode 12
Has the PBoC won against speculators in Chinese FX markets? And will equities stabilize due to the contained outflows from China? We invite Tony Nash…
2 years, 7 months ago
#11 - Macro Sunday: 3 scenarios for the Chinese response to the RE malaise
Season 1 Episode 11
We host Michael Kao for a discussion on the Chinese tool-box and whether the 7.30 line in the sand will hold or not.
The situation is very binary. Ei…
2 years, 7 months ago