Podcast Episodes
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Markets Happy Hour Podcast - August 21, 2025 - Hole in One?
In this week's short Markets Happy Hour Podcast, I round out a trip to South America by taking stock of the lessons from the "labs" on the ground her…
1 year ago
Markets Happy Hour Podcast August 14, 2025 - with Special Guest Dr. David Kelly
In this week's Markets Happy Hour Podcast - subtitled - Notes from a Laboratory - I am recording from Buenos Aires, which has been described to me as…
1 year ago
Markets Happy Hour Podcast - August 8, 2025, Resilience and retreat
In today's Markets Happy Hour Podcast we reflect on 6 days spent in Chile, and the insights from a conversation with Jose Manuel Silva of LarrainVial…
1 year ago
Markets Happy Hour Podcast July 31, 2025 - A Twist in the Tale
In today's Markets Happy Hour podcast we are recording in the middle of a flurry of trade news flow on the eve of the August 1 tariff deadline. We kn…
1 year, 1 month ago
Markets Happy Hour Podcast - July 24, 2025 - Tariffs, Transmission and Tall Tales - w/Jon Chesshire
In this week's Markets Happy Hour Podcast we tackle the mid-summer silly season in which an extraordinary number of "tall tales" and distractions see…
1 year, 1 month ago
Markets Happy Hour Podcast - With Special Guest Euan Munro - July 17, 2025; The Waiting Game
In today's Markets Happy Hour Podcast we are delighted to be joined by Euan Munro, former CEO of Newton Asset Management and a well-known commentator…
1 year, 1 month ago
Markets Happy Hour Podcast - July 10, 2025 - Copper Cooks and Coffee Boils
In today's slightly more compressed markets happy hour podcast it is all about tariffs again, and not only are tariffs (whether on copper imports or …
1 year, 1 month ago
Markets Happy Hour Podcast - July 4, 2025 - Reflections on Independence Day with special guest
In this week's Markets Happy Hour Podcast we are joined by frequent macro commentator Stephen Isaacs, who frequently appears on Bloomberg and other c…
1 year, 2 months ago
Markets Happy Hour Podcast - June 27, 2025 - The Calm after the Storm
Today's Markets Happy Hour Podcast comes to you from France, where I am attending my 25th year business school reunion. It would be fascinating to re…
1 year, 2 months ago
Special Bonus Markets Happy Hour Podcast - June 25, 2025 - The Situation in the Middle East
In this special bonus podcast we bring you a timely discussion with a Middle East strategist and expert reporting on the situation in the region, as …
1 year, 2 months ago