PODCAST · business
ANGLES.
by Simon Brady CFP®
Every Sunday, Anglia Advisors founder Simon Brady CFP® CETF® recaps the week in financial markets. simonbrady.substack.com
Episodes
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Increasingly Grumpy.
Deadly Houthi attacks in Saudi Arabia over the weekend and Trump clearly throwing his weight behind Putin by lifting some Russian energy sanctions and shutting down satellite access to the Ukrainian military pushed oil prices higher again as the eleventh bull market in stocks since the 1950s...
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Joining The Party.
A distinct lack of meaningful economic data or earnings reports during the week put financial markets at the mercy of the newsflow surrounding the Iran war, US domestic politics a month away from the midterms and European economic woes, particularly in France, which is beginning to look like…
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Complacency?
Over the weekend, Trump killed the tentative Hormuz deal (which had basically just re-stated the previous memorandum of understanding from earlier in the summer) that had sparked a rally in equities the previous week and disappointed global markets reacted by sending interest rates and energy...
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Lipstick On A Pig.
Geopolitics was very much on the market’s mind after record electoral successes for extremist parties in weekend German regional elections and attendees gathering in New York for the annual United Nations General Assembly (UNGA) - but notably not the leaders of China, Russia, India or Palestine -...
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Quickly Evaporating.
After spending his weekend advocating for the breakup of the United Kingdom and watching golf, Trump resumed his relentless pressure on the Federal Reserve to slash interest rates to begin a week in which the central bank was widely expected to have to raise them for the first time since 2023 to...
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Little Rambo.
After a news-light long weekend, markets woke up on Tuesday to Canada announcing its promised like-for-like retaliatory tariffs on many US goods while at the same time plotting a massive trade deal with Europe, oil prices hurtling back towards $100 with a further escalation of hostilities in the...
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Get Smart.
The shortage of any important news over the weekend was highlighted by the fact that the story of Trump’s Lake Ontario stunt grabbed the headlines even as polls emerged to show that two-thirds of Americans do not approve of his tariff policy, with the midterms around the corner. This is in stark...
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Warfare.
Open economic warfare broke out between the US and its historically closest ally and second-largest trading partner over the weekend as Canada terminated trade negotiations in response to having been “attacked” by the US, according to Prime Minister Carney who openly said that “America is trying…
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Too Much To Handle.
Following a weak-volume, low-volatility trading week in the stock market that nevertheless solidified August’s gains and a generally quiet weekend on the newswires, Monday marked the expiry of the 60-day Memorandum of Understanding, intended to be a pause during which a resolution to the US/Iran...
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Snoozer.
Not a great weekend for US diplomacy. Iran threw ice-cold water on any lingering hopes of an imminent resolution to the war by issuing a list of demands (most of which were complete non-starters in the eyes of the Trump administration) that the US would need to agree to before the Strait of…
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Dancing In The Dark.
Following Trump’s latest flip-flop over the weekend as he continued to desperately search in vain for an off-ramp to the highly unpopular war that he started over five months ago, Iran accused him of “psychological warfare”. An exasperated Wall Street would probably agree. Traders are dancing in...
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Poking The Bear.
Traders were very much on edge all weekend, bracing for a frenetic week with multiple impactful earnings reports, a Fed interest rate-setting meeting, tariffs suddenly front and center again, $100 oil and who knows what from an increasingly erratic Trump. Conventional wisdom on Wall Street is…
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Raising The Temperature.
“Not a drop of oil will leave the Strait of Hormuz”, according to Iran on Sunday as the so-called “three-week skirmish” approached its five-month anniversary amid daily US airstrikes and zero signs of any resolution. Stock markets around the world are still considerably higher than they were on…
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In Tatters.
The US/Iran ceasefire memorandum is obviously in tatters. Iran closed the Strait of Hormuz, prompting a reinstatement of the blockade by Trump who also briefly proposed an idea to create his own toll system to pocket 20% from all shipping traffic (within 24 hours, he was forced to clumsily...
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Bull In A China Shop.
After successfully fixing the World Cup over the long weekend, Trump is finding Iran to be far less willing than FIFA to bend to his every whim and certainly not surrendering by any definition of the word, let alone the “unconditional” kind that the US president claims to require at a minimum.…
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The K Is Getting Steeper.
The truce between the US and Iran came under severe stress over the weekend with both sides firing on one another and each blaming the other. But there was some geopolitical de-escalation on Monday that pushed stocks higher to start a holiday-shortened week, despite interest rates climbing…
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Chip-Wreck.
Over the weekend, we were treated to the bizarre sight of the US and Iran delegations chummily sitting down together in Switzerland against a backdrop of the Strait of Hormuz being closed again after being sort of open for all of two days, Israel continuing its deadly assault on Lebanon and Trump...
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Banana Skin Potential.
A 60-day extension of the ceasefire, a conditional reopening of the Strait of Hormuz and a suspension of the US blockade was announced on Sunday but it seems nothing has been resolved when it comes to Iran’s nuclear program, its frozen assets, war reparations or the lifting of sanctions, which...
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Back In The Driving Seat.
Alive and well, the US/Iran war, which we were told would last about four weeks, entered its 100th day over the weekend despite weeks of multiple fake reports of its demise and a Trump declaration back on April 17th that the Strait of Hormuz had re-opened (still waiting for that one). The odds of…
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Sit Back And Relax.
Following another weekend of zero trustworthy information on the war and peace front, financial markets were hoping to be able to focus their attention for a few days on the more tangible reality of earnings, economic data and evolving narratives surrounding interest rates and AI etc. as a banger...
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Half Full.
Trump and Rubio spent last Saturday teasing that a US/Iran agreement including a re-opening of the Strait of Hormuz was “95% done” and was hours away from being finally announced. Iran quickly denied that anything was imminent and indeed there was nothing substantial to report by the time Asian…
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TACO or NACHO?
Another weekend, another complete lack of progress or even any useful information related to the Iran war as the paralysis continued with both sides wasting everybody’s time and effort by offering up proposals that are clearly non-starters since they know full well the other side won’t accept…
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Meaningless Drivel.
Trump decided over the weekend that he“didn’t like” Iran’s response to the US proposal to end the conflict but yet again there was little of substance regarding the war for Wall Street to focus on, with markets continuing to view the situation as slowly trending towards some kind of ceasefire.…
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Vertical.
It was yet another weekend of nothing of substance war-wise for markets to chew on, apart from both sides ramping up the rhetoric and Trump posting some kind of characteristically detail-free vague promise called “Project Freedom” to somehow help guide tankers through the Strait of Hormuz.…
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Shooting Back.
A potentially blockbuster week laced with pivotal earnings reports from almost $30 trillion-worth of S&P 500 names including five of the Magnificent Seven, key economic data and central bank interest rate decisions at home and abroad began following a weekend of no discernible progress on the…
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Limbo.
The cozy feeling of optimism that had carried stock markets to new all-time highs the previous week began to unravel over the weekend. Within hours of Trump boasting that "Iran has agreed to never again close the Strait of Hormuz”, Iran again closed the Strait of Hormuz, in response to the US...
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Happy Clappy.
To the surprise of almost no-one, the fleeting US/Iran talks in Pakistan over the weekend were a dismal failure. Sometime in between attending UFC fights, unsuccessfully interfering in Hungary’s election, posting an AI image of himself as a messiah and picking fights with the pope, Trump still...
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Scrambled.
A clearly exasperated Trump put out a series of unhinged expletive-ridden social media posts over the weekend threatening the destruction of civilian infrastructure in Iran starting on Tuesday evening which pushed oil prices deeper into triple digits, but there was very little in terms of…
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No Peace.
Reports predicting an imminent US ground invasion of Iran intensified over the weekend, triggering an apocalyptic response from the Iranians. The Houthis in Yemen joined the ever-expanding conflict, likely at the behest of Iran, complicating the increasingly chaotic picture further. Trump ramped…
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Chain Yanked.
Over the weekend Trump threatened to massively raise the stakes by bombing Iranian energy plants if the Strait of Hormuz (which had been closed for 24 days and counting) wasn’t open by Monday night, alarming Asian markets and US stock and bond futures. Just three hours before markets opened in…
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Bumpy Ride.
Global energy markets braced for another week of turmoil after a weekend US attack (“for fun” according to Trump) on Iran’s vital oil export facility on Kharg Island further exacerbated supply disruption. This kept the oil futures price above $100 to start the week continuing the downward…
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Retreat.
The oil price blasted through $119 over the weekend with the Strait of Hormuz still closed to traffic, forcing major producers to curb production with storage facilities full to the brim. Iran signaled no let-up in its reaction to being bombed by selecting a continuity hardliner as its new…
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Pity Party.
The US and Israel teamed up to launch a large scale attack on Iran over the weekend killing many hundreds including the country’s Supreme Leader Ali Khamenei. The entire Middle East moved onto a war footing as the Iranians retaliated by firing missiles across the region. Energy prices naturally...
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HALO.
Upon further review, a recalibrating, not retreating, Trump decided at the weekend that his 10% supplemental temper tantrum tariff on the whole of planet Earth under Section 122 of the Trade Act of 1974 was somehow not enough and he raised it to 15% and also vowed to use the manipulation of trade...
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Overturned.
US markets were closed on Monday for Presidents’ Day after an unusually uneventful weekend on the newswires. Asian and European equities were quiet, but gold, silver and crypto all continued to skid lower and futures trading indicated a shaky open for Wall Street the next day. The rotation out of...
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Hiding Out.
A jam-packed week of major economic data and more earnings reports began on Monday with Japanese stocks reaching all-time record highs after the weekend’s landslide election victory of prime minister Takaichi’s ruling Liberal Democratic Party. Meanwhile, the sprawling Epstein scandal engulfed...
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Downhill.
The weekend’s headlines were dominated by yet more repulsive Epstein slime which has thankfully (so far) not seeped into the consideration of US financial markets, although UK Prime Minister Starmer is certainly feeling the heat about probable related diplomatic cover-ups. The recent gold and...
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Teacher’s Pet.
The weekend’s appalling events in Minnesota provoked Congressional maneuvering that triggered the very real risk of another federal government shutdown by the end of the week (the prediction market odds rocketed from a 9% likelihood to 80% in a matter of hours) which could toss financial markets...
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Smorgasbord.
Trump weaponized tariffs again over the weekend but this time in order to pursue his global territorial ambitions. He proposed tariff-based sanctions on allied countries voicing concerns over a proposed illegal US annexation of Greenland, including the UK, France, Germany, the Netherlands as well...
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Flood The Zone.
Three potentially significant market-impacting stories developed over the weekend. * Firstly, Trump’s desperation to do away with Fed chairman Jerome Powell, demolish the independence of the central bank and take personal control of US interest rate policy resulted in an obvious intimidation…
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Back To The Grind.
The weekend newswires were obviously dominated by the abduction of Nicolas Maduro and his wife during a large-scale deadly US military attack on Venezuela. Trump bizarrely declared US remote sovereignty over the country that supposedly has the world’s largest oil reserves, with zero detail about...
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Unanimously Bullish.
Another holiday-shortened week began with Trump holding an apparently chummy meeting in Florida with Zelensky followed by a cozy phone call with Putin, but the desperate PR spin from all sides afterwards was unable to mask the reality that a workable peace deal is still well out of reach. Stocks...
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Giddy Heights.
The stock market was starting to run out of ammunition when it came to any meaningful remaining economic data releases this year with just PCE inflation and GDP to come and any Santa Claus rally would have to be built mainly on vibes. It would also be subject to geopolitical winds which don’t…
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Vigilantes.
The last full trading week of 2025 followed a weekend which saw a temporary spike in the odds on the “other Kevin”, Warsh, being nominated by Trump as the next Fed chairman at the expense of Hassett whose potential chairmanship has not been well received by markets due to the perception that he...
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This Could All End In Tears.
The major highlight of the week was always going to be the final Federal Reserve meeting of the year and the Fed Funds Rate decision announcement with quarterly dot plots, followed by chairman Powell’s press conference on Wednesday afternoon ET, with the expected rate cut proclamation itself...
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A Degree Of Calm.
After seven straight months of S&P 500 gains for the first time since 2021 carrying the index back to within 1% of more new all-time highs, solid Black Friday sales and Chat GPT’s third birthday with the Mag 7 names up a collective 300% in that time, markets began December in risk-off mode with...
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All The Heavy Lifting.
As a rough November moved into the home stretch, the mood brightened for stocks as a holiday-shortened but data-packed week kicked off on Monday following a quiet weekend on the newswires. A sense that there may be some relative bargains to be found in certain names among the rubble of Tech/AI...
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Rollercoaster.
Well, I did warn you with my closing line of last week’s recap. The biggest news story of an otherwise generally quiet weekend was that, barely a month after reaching an all-time high, Bitcoin collapsed into free-fall and erased its entire gain for the year in the latest crypto massacre. Wall...
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Lurking In The Background.
Faced with rapidly escalating public fury aimed at all sides over the shutdown, Senate Democrats blinked first in the standoff over the weekend, allowing a procedural vote to go through on Sunday night which passed the buck over to the House and the beginning of the end finally came into view.…
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AI Nosebleed.
It was a light weekend for disruptive news which included no progress whatsoever in a resolution of the government shutdown, now in its second month and set to become the longest in US history. It is starting to be acutely felt by millions of Americans with more missed paychecks, food aid broken,...
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Frequently Asked Questions
How many episodes does ANGLES. have?
ANGLES. currently has 240 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is ANGLES. about?
Every Sunday, Anglia Advisors founder Simon Brady CFP® CETF® recaps the week in financial markets. simonbrady.substack.com
How often does ANGLES. release new episodes?
ANGLES. publishes regularly with 240 episodes available. Check the episode list for the typical release schedule.
Where can I listen to ANGLES.?
You can listen to ANGLES. on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts ANGLES.?
ANGLES. is created and hosted by Simon Brady CFP®.
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