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Get the edge on global economics and markets with our podcast, delivering the freshest economic insights and latest market developments!
Episodi
I 20 episodi più recenti su 25
- Nine Days of Glory, One Day of Reckoning · 16 min · Stagione 3 Episodio 18Alex and Selim talk about the week when US markets ended a historic nine-day winning streak in dramatic fashion on Friday. The week was defined by an on-again-off-again Middle…
- The Beijing Letdown: How Trump's Empty Hands and Britain's Chaos Broke the Bond Market · 16 min · Stagione 3 Episodio 17Alex and Selim talk about a week where global bond markets came under severe pressure. The Trump-Xi summit in Beijing disappointed. UK political turmoil deepened the damage…
- Peace, With Exceptions · 13 min · Stagione 3 Episodio 16Alex and Selim talk about the week where markets lurched between record highs and sharp reversals as the US-Iran ceasefire proved anything but stable — exchanges of fire in the…
- On Hold And On Guard - Central Banks Watch Out For Inflation · 19 min · Stagione 3 Episodio 15Alex and Selim talk about a volatile mix of central bank divergence and geopolitical escalation. The Fed held rates but recorded four dissents signaling that the incoming Warsh…
- Wait and See: The Three Words Driving Central Banks · 18 min · Stagione 3 Episodio 14Alex and Selim talk about a week defined by war and whiplash. The Strait of Hormuz remains closed; every major central bank globally is in wait-and-see mode. Next week brings…
- Strait Talk: Oil, Peace Talks, and Europe's Political Earthquake · 20 min · Stagione 3 Episodio 13Alex and Selim talk about physical oil prices, record high S&P 500, Peter Magyar's crushing win, commodities, currencies and what really matters for next week.
- Mad Man, In Theory and Practice. Trump Blinks, Markets Breathe · 18 min · Stagione 3 Episodio 12Alex and Selim talk about Trump threatening to wipe out a civilization, and his inevitable and unsurprising climb down. Also on the show, Hungarian elections, US CPI, and a…
- TACO - I A'int Biting No More · 24 min · Stagione 3 Episodio 11Alex and Selim talk about equity markets ending the week in correction territory as Trump's 10-day extension to the Iran deadline failed to convince investors. The conflict is no…
- Stagflation's Back — And This Time It Has Missiles! · 20 min · Stagione 3 Episodio 10The Middle East conflict escalates into new and more dangerous territory. Iran fires missiles at Turkey, the UAE faces drone strikes of increasing intensity, and early Saturday…
- Strait to Hell: Not Another Crude Pun · 19 min · Stagione 3 Episodio 9This week's show talks about oil, war, inflation and grow prospects for global economy. Payrolls data takes a backseat for once.
- Air Strikes, Bots, Bad Credit - Pick Your Poison · 17 min · Stagione 3 Episodio 12AI host Alex discusses how he is replacing humans with show producer Selim. Also on the show — the Citrini blog sparks an AI panic trade, credit markets flash warning signs with…
- Tariff Fog and Missile Threats · 15 min · Stagione 3 Episodio 7AI host Alex and show's producer Selim break down a week of market volatility driven by two major shocks: the Supreme Court’s strike-down of Trump’s tariffs and his immediate 15%…
- Rally, Punch, Hug: Markets Search for Direction · 17 min · Stagione 3 Episodio 6Selim and Alex unpack a rollercoaster week where markets whipsawed between weak retail data, a surprisingly strong US jobs report, and a benign CPI print that some called…
- Shelter In Place Or Buy The Dip? · 23 min · Stagione 3 Episodio 5AI host Alex and Selim break down how historic precious metals carnage collided with Wall Street's AI spending reckoning. From software lenders watching distressed loans double…
- My Precious! How Warsh Nomination Crushed the Metals Rally · 19 min · Stagione 3 Episodio 4AI host Alex and show producer Selim discuss the extreme volatility in precious metals and crypto markets, Kevin Warsh's nomination as FED chair, warn of an impending EM…
- Japan's Truss Moment, Davos Drama & Silver's Historic Rise · 19 min · Stagione 3 Episodio 3Alex and Selim talk about how Greenland almost sparked a transatlantic trade war until cooler heads prevailed in Davos, while Japan's bond yields went parabolic on…
- Elections, Interventions, and Central Bank Independence · 17 min · Stagione 3 Episodio 2AI host Alex and show producer Selim talk about the volatile week as geopolitical tensions flared from Tehran to Greenland, while the Fed Chair faced unprecedented DOJ pressure…
- Caracas to Carry Trades: Geopolitics Drives Markets · 20 min · Stagione 3 Episodio 1This week Ai host Alex and show producer Selim analyze the extraordinary geopolitical developments from Venezuela to the Middle East, explain why oil is heading to the low $50s…
- 2026 Outlook Edition · 17 minAI host Alex talks to Selim about FED, currencies, commodities and emerging markets' outlook for 2026.
- Don't Fight the FED · 14 minAI host Alex talks to the show producer about FED expectations, UK budget and Emerging Markets.
