All Episodes

China's Markets Are Back (Davide Serra)

War in the Middle East: The market enters a new phase of volatility (Gabriele Foà)

Davos 2026: Key Markets and Macro Implications (Davide Serra)

Before buying, let's wait for the sales. (Davide Serra)

The Algebris Bullet | The Elephant in the room

Positive proof points in an uncertain world

Clean Alpha | Watts it worth: Wired for Growth in the Data Era

Three weeks around the world in five minutes

Tariffs Day (Davide Serra)

The Algebris Bullet | The Myth of Exceptionalism

Clean Alpha | Appetite for destruction

The importance of selectivity in financial credit and equity

Bridge the pay gap: girls just want to have funds

The Algebris Bullet | It's not Easy Like Sunday Morning (Gabriele Foà)

Interest rates check-up (Davide Serra)

Not just another brick in the wall: investing in the future of buildings

Recent market turmoil: a positioning shake-up (Davide Serra)

Seeds of change: from the plough to the cloud

World view from Asia (Davide Serra)

High earnings and share buybacks: a positive scenario for financial equity.

What to do with the US economy running hot (Davide Serra)

Clean Alpha | Don't waste the opportunity

The Algebris Bullet | The land of doves (Gabriele Foà)

Davos 2024: Key Takeaways (Davide Serra)

Inflation has peaked: time to stretch duration (Davide Serra)

Responsible Investing | Finding opportunities in fixed income

China, Europe, USA: a view on fixed income (Davide Serra)

Favorable scenario for fixed income and longer duration securities (Davide Serra)

Responsible Investing | Finding opportunities in equity

Responsible Investing | How to integrate climate considerations in financial analysis

Around the world in five minutes (Davide Serra)

What I learnt in the USA (Davide Serra)

Responsible Investing | What it is and how the regulatory framework evolved (Silvia Merler, Douglas Branson)

European banks are safe (Davide Serra)

One bad apple doesn't spoil the bunch

What I learnt in my two weeks in Asia (Davide Serra)

Portfolio positioning amidst higher rates and receding recession fears

Financials: one of the few sectors with expanding profits

Inflation, rates and why financials are in the sweet spot (Davide Serra)