The Alpha Horizon

By Algebris Investments

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Category: Investing

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Episodes: 45

Description

From current affairs to economy and policy matters – listen to the latest insights from the voices of our experts. The Alpha Horizon, the Algebris Podcast. Thinking different, acting aware.

Please read the disclaimer here https://www.algebris.com/podcast-disclaimer/

Episode Date
Davide Serra: cosa ho imparato a Davos
Jan 20, 2023
Davide Serra: What I learnt in Davos
Jan 20, 2023
The financial sector: an increasing area of focus for investors.
Nov 04, 2022
Back to the Future
Oct 19, 2022
Fight Your Fear
Aug 01, 2022
Dip Your Toes
Jun 20, 2022
Wartime Economics
May 05, 2022
Ukraine conflict: thoughts on Russian gas and the wider impact of sanctions
Mar 25, 2022
This wasn't supposed to happen
Mar 10, 2022
Inflation: what investors need to know
Feb 04, 2022
2022: Risks and opportunities in the global economy and markets
Jan 22, 2022
How should we quantify the impact of climate change on inflation?
Dec 15, 2021
The new opportunities in financial equity
Dec 09, 2021
Post-summer; macro, inflation & China in focus
Sep 29, 2021
Non solo banche: le opportunità azionarie secondo Algebris
Sep 20, 2021
L'obbligazionario secondo Algebris
Sep 17, 2021
La prima volta non si scorda mai
Sep 16, 2021
Market Outlook and Review H2/H1 2021
Jul 21, 2021
Non-performing loans – relevance in the current investing environment
Jul 02, 2021
H1 almost over; what might H2 bring?
Jun 23, 2021
ESG – taking action for positive change
Jun 08, 2021
Dog money
May 14, 2021
Bond markets; don’t panic
May 05, 2021
PMI, le STAR del circuito targato Made in Italy
Apr 21, 2021
Are the planets finally aligning?
Apr 01, 2021
The End of Paper Tigers?
Mar 25, 2021
Brave new world
Feb 12, 2021
La pecora nera
Jan 20, 2021
The 2020 US Election: What happens now?
Nov 20, 2020
Il dopo elezioni statunitensi: e ora?
Nov 20, 2020
Preparing for the US election
Oct 29, 2020
A world without safe havens
Oct 23, 2020
BCE e quantitative easing: facciamo chiarezza
Oct 16, 2020
A closer look at the ECB quantitative easing programmes
Oct 16, 2020
Italian SMEs – Investing today
Aug 24, 2020
A historic milestone for the EU?
Aug 03, 2020
Boiling frogs
Jul 29, 2020
Cogliere opportunità, supportare la crescita
Jul 09, 2020
The NPL opportunity – an Italian outlook
Jul 07, 2020
A deep dive into the Algebris world
May 26, 2020
Capitalism post Covid-19
May 20, 2020
Coronavirus: what challenges for the EU
May 19, 2020
Coronavirus: the EU response
May 19, 2020
Impact of the Covid 19 on Italian GDP
May 19, 2020
A new crisis
May 19, 2020