Podcast Episodes
Back to Search
Markets Happy Hour Podcast June 19, 2025 - The Heat is On - With Special Guest Robert Morier
In this week's Markets Happy Hour Podcast, we note how, as we approach mid-summer, the Heat is on, both literally, and at a geopolitical level.
O…
1 year, 2 months ago
Markets Happy Hour Podcast June 13, 2025 - A Mid-Summer Reprieve - But Not for the US dollar
In today's Markets Happy Hour Podcast we look at the state of affairs in markets as we approach mid-summer and marvel at the fact that all assets see…
1 year, 2 months ago
Markets Happy Hour Podcast June 5, 2025 - Biting the Hand that Feeds Us?
In this week's Markets Happy Hour Podcast we examine a week that has been a little lack luster for equities as tariff U-turns continue, the geopoliti…
1 year, 3 months ago
Markets Happy Hour Podcast - May 29, 2025 - A Rose by Any Other Name
In today's Markets Happy Hour Podcast we ponder whether the prevailing narrative in the new market era is less a long-form narrative, and more a seri…
1 year, 3 months ago
Markets Happy Hour Podcast - May 23, 2025: Sun Downers and Bond Vigilantes
This week's podcast is coming to you a day late due to a typical May milestone - a high school graduation. It was fortuitous though as it enabled us …
1 year, 3 months ago
Markets Happy Hour Podcast May 15, 2025 - Live from NYC - A Fever Dream?
In this week's podcast we reflect on what some commentators have described as a "fever dream" - the essential round trip of US markets since the begi…
1 year, 3 months ago
Markets Happy Hour Podcast - May 8, 2025 - Another Kind of US Exceptionalism?
In today's slightly shorter podcast - due to a pending Bloomberg appearance - we discuss the transition from the tariff setting stage to the deal-mak…
1 year, 3 months ago
Markets Happy Hour Podcast - Is the Economy Anti-Fragile?
1 year, 4 months ago
Markets Happy Hour Podcast - Live from Barcelona - April 24, 2025
In today's markets happy hour podcast we ask whether the swing from American Exceptionalism to Sell USA is another swing of the pendulum which has go…
1 year, 4 months ago
Markets Happy Hour Podcast - Are We There Yet?
It has been a slightly less eventful week this week than last week, but it has still been characterized by a flooding of the zone from court disputes…
1 year, 4 months ago