All Episodes

Do high gas prices change how Americans buy cars?

$1 trillion AI capex by 2028: Justified or inflated?

Should alternative asset managers be trading like software?

Is US equities exceptionalism finally cracking?

Will the US consumer hold up in 2026?

UK Autumn Budget: Success or shortfall?

Is Japan doubling down on Abenomics, or redefining it?

Is the AI investment cycle a sign of history repeating?

US bank regulatory reform: Capital relief or systemic risk?

Are oil markets set to heat up or burn out?

Do the risks of NBFI lending outweigh the opportunities?

Is the US bond market starting to rebel?

Is this the end of the dollar as we know it?

Will tariffs trigger a recession?

Is there too much hype for AI and the hyperscalers?

Will European equities outperform the US in 2025?

Does inflation still matter?

Will Trumponomics be incremental or transformational?

Is China’s economic stimulus a game-changer or window dressing?

Does market volatility risk a US hard landing?

Will investors benefit from the 'equitification' of credit markets?

Can consumers curb their carbon addiction?

Can the Fed take credit for declining inflation?

Can AI solve the modern productivity puzzle?

Is US debt reaching crisis levels?

Are equity markets out of sync with the economy?

Are US house prices set to fall?

Will Electric Vehicles Break the Electric Grid?

Can the US economy outrun a recession?

Is the bank crisis over or is more fallout ahead?

What Are the Trade-Offs of Transition? (Live from ESG Conference in NYC)

Will inflation stall at a high level or decline much further?

Will the Fed crash the US into recession in 2023?

Will high energy prices fan the flames of recession?

What’s behind the recent UK market turmoil?

Is this a make-or-break moment for ESG investing?

Is a new era of instability ahead?

Are consumers pulling back?

As the private credit market grows will the risks increase?

Should corporate purpose shift from shareholder to stakeholder?

Will the Russia-Ukraine conflict trigger a global recession?

Is more or less volatility ahead for US equity markets?

Has the Fed fallen behind the curve on inflation?

Will COVID-19 pills be a game changer for the economy?

Is the US ready for a carbon tax?

Will US investment in human infrastructure drive economic growth?

China's regulatory reforms: Warranted, or a step too far?

Are corporate bond valuations disconnected from fundamentals?

Is rising inflation here to stay?

Is the US infrastructure bill worth its high price tag?

Are financial assets headed into bubble territory?

Will retail investors continue to upend the stock market?

Will COVID hurt or help long-term growth?

Does the US need another round of fiscal stimulus?

Should the US government play such an outsized role in housing finance?

Will the dominance of megacities survive COVID-19?

Will ESG investing be a force for positive change?

Navigating the Virus Economy: How much will COVID-19 change the global economy?

Navigating the Virus Economy: Is the stock market too optimistic?

Navigating the Virus Economy: Is inflation or deflation ahead?

Navigating the virus economy: Will the global recovery be a quick bounce or slow grind?

Navigating the Virus Economy: Will the euphoria in credit markets last?

Navigating the Virus Economy: Will the CARES Act stimulus package save the US economy?

Navigating the Virus Economy: Credit markets under pressure – are they about to crack?

Will the coronavirus pandemic tip the world into a recession?

Planes, politics & viruses: Emerging risks to US growth?

Are the stars aligning for the UK to thrive after Brexit?

Is regulation the problem or solution to address repo market volatility?

Do negative interest rates help or hinder the economy?

Alternative meat - The future of food or just a fad?

Can the world be less reliant on oil?

US Fed rate cut - wise economic decision or untimely mistake?

Goodbye globalisation, hello automation: Time to rethink emerging markets?

Does the US-China trade war pose a material risk to the US economy?

Big tech: Healthy or harmful to competition?

Is market power weighing on the US economy?

Rising US corporate debt: Real threat or overblown hype?

Did the US corporate tax cut stimulate the economy?

Brexit's warning shot: the beginning of the end for globalisation?

The yield curve: Recession signal or market noise?

Emerging market volatility: Global crisis or series of one-offs?

Goldilocks in developed economies: How long can it continue?

Are U.S. trade policies good for America and the world?