All Episodes
Research @ Citi — 110 episodes
Markets Edition: Here They Come – Gen Z’s Impact on Autos & EVs
Episode 77: FinTech Frontiers, Digital Dollars & Disruption
Episode 76: Private Credit – What Goes Up, Must Come Down
Episode 75: The Ripple Effect of AI on the Global Job Market
Markets Edition: Geopolitics in the Driver’s Seat
Markets Edition: Iran, Petro$ & IMF
Episode 74: China’s AI-Driven New Economy
Markets Edition: Active ETFs Move to Center Stage
Episode 73: A Potential Solution for AI’s Memory Crunch?
Episode 72: Wild Cards – Tail Risk in an Increasingly Fragile World
Markets Edition: The Middle East Conflict – Stagflation Risk
Episode 71: Infleqtion and the Quantum Opportunity
Markets Edition: Winds of Stagflation
Episode 70: Consumer – From a Want to a Need
Markets Edition: Energy – Independence or Interdependent?
Episode 69: The Reality of Real Estate
Markets Edition: The Iran Playbook
Episode 68: The New GLP1-s. A Tough Pill to Swallow for Consumer
Markets Edition: Geopolitics on Edge – What Middle East Risks mean for Oil and Markets
Episode 67: Megawatts & Megatrends – Nuclear’s Second Act
Markets Edition: The Revenge of Risk Parity
Episode 66: Japan General Election and Macro Implications
Markets Edition: What About the Consumer?
Episode 65: You Can’t Spell Industrials Without “AI”
Markets Edition: Mr. Warsh Goes to Washington
Episode 64: Banking on the Future
Markets Edition: Hurdles to “Priced to Perfection”
Episode 63: China & India Equities — Market Drivers and Risks in 2026
Markets Edition: Lessons and Views Post-Davos
Markets Edition: Expect a Persistent, But Volatile Bull
Episode 62: The Rise of Physical AI and What It Means for Us
Markets Edition: How to Navigate 2026 Where Is Consensus for 2026 and What to Do About It?
Episode 61: Bullish with a Seatbelt — Risk Assets and Investment Themes for 2026
Episode 60: What’s Next for Quantum Computing with Noelle Ibrahim from IBM
Episode 59: The U.S. Economy's Future: Soft Landing... or Hard Reality?
Markets Edition: European Outlook for 2026: When Cyclical Pickup Meets Fiscal Tailwinds
Episode 58: Airline Volatility - Smooth Skies or Turbulence
Markets Edition: How to Navigate 2026
Episode 57: Decoding Gold's Surge, Crude Outlook & 2026 Commodity Power Plays
Markets Edition: The Model Moment
Special Markets Edition: Boom or Bubble? The AI Debate
Episode 56: Thankful for Health - AI, Vaccines, and Weight loss
Markets Edition: Shutdown Over - Why Investors Should Care
Episode 55: In The Lap of Luxury
Markets Edition: When Markets Wobble…
Episode 54: Private Credit’s Trillion-Dollar Takeover — Growth, AI, & the Future
Markets Edition: A Jobless Recovery?
Markets Edition: AI – No Bubble, Yet
Episode 53: APEC at a Crossroad
Markets Edition: The Debasement Trade
Episode 52: Government Shutdown vs. the U.S. Economy
Markets Edition: Volatility is Back
Episode 51: Are US Consumers Still Consuming?
Markets Edition: The Bubble Playbook
Episode 50: The Internet – Nothing's Going to be the Same
Markets Edition: The AI Impact on U.S. Equities
Episode 49: Back to School on Biotech
Markets Edition: Cutting Into a Soft Landing – Lessons and Limits
Episode 48: Productivity & the AI Revolution
Markets Edition: Every Cloud Has a Silver Lining
Episode 47: Quantum Computing — Closer than You Think?
Markets Edition: Back to School – Navigating September Macro Headwinds
Episode 46: AI – The Apex Technology of the Information Era?
Markets Edition: A Structural Bull Case for the S&P 500
Episode 45: U.S. Economy and the Fed – What’s Next?
Episode 44: The Great Energy Expansion
Episode 43: Where to Find a Safe Harbor In Turbulent Times
Episode 42: What's Next for Oil, Gold, and Metals? Part II
Episode 41: Riding The Rotation – Latin America’s Untapped Potential
Episode 40: Big Beautiful Bill – Where is it heading?
Episode 39: Latin America – Where Politics Meets Prosperity
Episode 38: Renewable Energy – Headwinds and Tailwinds
Episode 37: U.S. Economy – Debt, Duty & Dollars
Episode 36: Beyond the Basics in Financial Services
Episode 35: European Equities — What’s the Next Trade?
Episode 34: Follow the AI Chips to the Data Centers
Episode 33: U.S. Economy Vital Signs — Making Sense of Recent Data
Episode 32: Inside Wealth with Kate Moore
Episode 31: Snack Attack — The U.S. Migration to a Healthier Diet
Episode 30: Tariffs — The Global Chain Reaction
Episode 29: Europe’s Historic Growth Model Shift
Episode 28: Quantum & Chips — NVIDIA Conference Takeaways
Episode 27: What’s Next for the U.S. Economy?
Episode 26: The Future of Crypto
Episode 25: Well Spent — A Consumer Health Check
Episode 24: REIT or Wrong — Is Now the Time to Buy U.S. Real Estate?
Episode 23: Built to Last — Five Themes Shaping the Industrials Sector
Episode 22: Can Autos Survive a Triple Threat?
Episode 21: Trade with China under Trump 2.0
Episode 20: The Resilient Global Economy & Trump 2.0
Episode 19: 2025 Outlook — Expecting a Volatile Bull
Episode 18: Cybersecurity — New Risks, Expanding Threats
Episode 17: Dawn of a Healthcare Revolution?
Episode 16: Tectonic Shifts — The New Era for Industrial Policy
Episode 15: UK — Charting a Better Path
Episode 14: Trump 2.0 and the Markets
Episode 13: Money and Might — Financing the Future of Defense
Episode 12: The Evolution of Sustainable Investment
Episode 11: U.S. Consumer — Dining Out or Dining In?
Episode 10: What’s Next for Oil, Gold and Copper?
Episode 9: AI in Software — A Multiplier or Subtractor?
Episode 8: The Digital Transformation of the Global Economy
Episode 7: The Big Picture Across Africa
Episode 6: U.S. Consumer — What’s in the Cart?
Episode 5: How ETFs Will Earn More of Your Assets
Episode 4: Inflation, Jobs, and the Path to U.S. Rate Cuts
Episode 3: Is the U.S. Housing Market Broken?
Episode 2: Gridlock — The Global Power Problem
Year of the Dragon—China’s Place in the World
Research @ Citi: S1 Trailer