Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Episode | Date |
---|---|
Is everyone (including us) too bearish on US Treasuries?
|
May 23, 2025 |
US Treasury pressure cooker heating up once again
|
May 22, 2025 |
USD breaking down as we are all waiting for Trump's "big beautiful bill".
|
May 21, 2025 |
Make or break time for US equity market bears and Tesla to boot.
|
May 20, 2025 |
Here we go again with tariffs and US fiscal focus
|
May 19, 2025 |
Ripping gold reversal. Underappreciated Meta risks?
|
May 16, 2025 |
Gold on hold as speculative comeback has come nearly full circle
|
May 15, 2025 |
What now after the capitulation?
|
May 13, 2025 |
As good as its gets on the trade news front
|
May 12, 2025 |
A possibly pivotal Friday
|
May 09, 2025 |
Bears hang in at key levels as Palantir rides the retail whirlwind
|
May 06, 2025 |
If a cat has nine lives, how many lives does a bear have?
|
May 02, 2025 |
Did Liberation Day not happen or are we missing something?
|
Apr 30, 2025 |
Trump going soft on tariffs versus the direction of travel
|
Apr 23, 2025 |
The great bear market of our generation in store?
|
Apr 16, 2025 |
US and China are slipping into an economic war
|
Apr 11, 2025 |
Market melts down as recession risks go global
|
Apr 04, 2025 |
Markets on tilt after Trump's Liberation Day tariff blitz
|
Apr 03, 2025 |
Bracing for Liberation Day
|
Apr 01, 2025 |
Did Trump just blink?
|
Mar 25, 2025 |
US market found some support, but how durable will it be?
|
Mar 18, 2025 |
Is silver set to shoot the lights out?
|
Mar 14, 2025 |
US un-exceptionalism is the theme
|
Mar 11, 2025 |
US bear market risks ratchet higher. EUR train has left the station.
|
Mar 07, 2025 |
Twin EU fiscal bazooka. Trump grift: bug AND feature?
|
Mar 05, 2025 |
Are we on the verge of a big whoosh?
|
Mar 04, 2025 |
Meltdown risks are rising. What to watch next.
|
Feb 28, 2025 |
Nvidia earnings were a damp squib, now market is unleashed.
|
Feb 27, 2025 |
Nvidia earnings incoming and must deliver or else
|
Feb 25, 2025 |
A look ahead at Nvidia earnings and German election
|
Feb 21, 2025 |
Europe is on fire
|
Feb 18, 2025 |
Trump's risky gambit
|
Feb 14, 2025 |
How the USD bear case finds confirmation
|
Feb 11, 2025 |
The US dollar bear case
|
Feb 07, 2025 |
Mag 7 risks underappreciated?
|
Feb 05, 2025 |
If new Trump tariffs stick, markets have only just begun to react
|
Feb 03, 2025 |
Does the market think Trump is bluffing?
|
Jan 31, 2025 |
The DeepSeek winners emerge
|
Jan 29, 2025 |
DeepSeeking missile strikes global markets
|
Jan 27, 2025 |
Four days in, Trump continues to dominate headlines, but...
|
Jan 24, 2025 |
Trump 2.0 swings into action
|
Jan 21, 2025 |
Brace for Monday, as a new era now begins
|
Jan 17, 2025 |
Tilting towards Trump 2.0
|
Jan 14, 2025 |
A wild ride in 2025 awaits
|
Dec 17, 2024 |
Coffee hits record highs. Plus: an Outrageous Prediction from an esteemed listener.
|
Dec 10, 2024 |
Outrageous Predictions spectacular
|
Dec 04, 2024 |
Will gold enjoy a Santa rally for the eight year in a row?
|
Nov 27, 2024 |
Why timing of German government collapse wasn't a coincidence
|
Nov 12, 2024 |
US election extravaganza
|
Nov 06, 2024 |
Electrification's surge: market impacts on commodities and equities
|
Oct 29, 2024 |
The Trump trade enters the metal markets
|
Oct 22, 2024 |
Has the market positioned towards a Trump presidency?
|
Oct 15, 2024 |
Navigating Market Shifts: Fed Rate Cuts, Commodities, and Rising Food Prices
|
Oct 08, 2024 |
Special: Q4 Quarterly Outlook
|
Oct 02, 2024 |
What will drive markets - rate cuts, data or the election?
|
Sep 24, 2024 |
Tech and AI: struggles, opportunities, and expert insights with Philip Jagd
|
Sep 17, 2024 |
Harris wins debate, but FOMC trumps politics for now
|
Sep 11, 2024 |
Market limbo: The real driver behind performance
|
Sep 03, 2024 |
All eyes on Nvidia
|
Aug 27, 2024 |
As the commodity bull cycle becomes more selective, how does it impact equities?
|
Aug 20, 2024 |
Summer melt-down and now two election scenarios
|
Aug 16, 2024 |
Summer special: What will be the geopolitical narrative after summer?
|
Aug 04, 2024 |
Summer special: Will AI and technology continue to be the talk of the town?
|
Jul 29, 2024 |
Summer special: Are we heading towards a commodity supercycle?
|
Jul 21, 2024 |
What to expect from the earnings season
|
Jul 09, 2024 |
What a French election upset means for the Euro
|
Jul 08, 2024 |
Special: Quarterly Outlook - Sandcastle Economics
|
Jul 04, 2024 |
Tesla surges and Nike comes back in quiet week
|
Jul 03, 2024 |
Politics are taking over macro
|
Jul 01, 2024 |
What just happened to Nvidia?
|
Jun 25, 2024 |
Is it time to diversify your portfolio?
|
Jun 24, 2024 |
Has Apple and OpenAI made a groundbreaking deal?
|
Jun 17, 2024 |
Will EU right-wing move impact equities?
|
Jun 11, 2024 |
Nonfarm payroll shatters expectations - how will the Fed react?
|
Jun 10, 2024 |
What an ECB rate cut may mean for equity markets
|
Jun 04, 2024 |
It is rate cut week
|
Jun 03, 2024 |
Is electrification the next big thing?
|
May 29, 2024 |
Macro: When speech trump numbers
|
May 28, 2024 |
2024 is heavy metals
|
May 23, 2024 |
While we wait on Nvidia
|
May 21, 2024 |
Who will cut first - Fed or ECB?
|
May 17, 2024 |
How stocks react to critical inflation figure
|
May 15, 2024 |
Is US data finally slowing down?
|
May 13, 2024 |
Special episode: How either US presidency may affect the financial markets
|
May 08, 2024 |
It's all about the two lane economy
|
May 07, 2024 |
Theme: why you should pay attention to the US Quarterly Refunding Announcement
|
May 01, 2024 |
Equities: Earnings roll on
|
Apr 30, 2024 |
Macro: Japanese drama - what's next for the yen?
|
Apr 29, 2024 |
Theme: Deciphering Asian forex interventions
|
Apr 25, 2024 |
Equities: Will this be the end of the magnificent seven?
|
Apr 23, 2024 |
Macro: earnings battle geopolitics and macro figures for centre-stage
|
Apr 22, 2024 |
Theme: How geopolitical uncertainty affects bond and commodities
|
Apr 18, 2024 |
Equities: Are earnings overshadowed by geopolitics?
|
Apr 16, 2024 |
Special episode: Market reactions to Iran-Israel escalation
|
Apr 15, 2024 |
Macro: Something's brewing in China
|
Apr 15, 2024 |
Theme: Quarterly Outlook special
|
Apr 11, 2024 |
Equities: What you need to know as the earnings season kicks off
|
Apr 09, 2024 |
Macro and FX: NFP, CPI, ECB and Japan
|
Apr 08, 2024 |
Equities and macro: Tesla, Quarterly Outlook and inflation
|
Apr 03, 2024 |
Theme: Central bank meeting impact on fixed income
|
Mar 26, 2024 |