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Episode | Date |
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Three weeks around the world in five minutes
|
May 13, 2025 |
Tariffs Day (Davide Serra)
|
Apr 03, 2025 |
The Algebris Bullet | The Myth of Exceptionalism
|
Apr 01, 2025 |
Clean Alpha | Appetite for destruction
|
Mar 20, 2025 |
The importance of selectivity in financial credit and equity
|
Mar 18, 2025 |
Bridge the pay gap: girls just want to have funds
|
Nov 13, 2024 |
The Algebris Bullet | It's not Easy Like Sunday Morning (Gabriele Foà)
|
Oct 17, 2024 |
Interest rates check-up (Davide Serra)
|
Oct 15, 2024 |
Not just another brick in the wall: investing in the future of buildings
|
Sep 18, 2024 |
Recent market turmoil: a positioning shake-up (Davide Serra)
|
Aug 06, 2024 |
Seeds of change: from the plough to the cloud
|
May 23, 2024 |
World view from Asia (Davide Serra)
|
May 14, 2024 |
High earnings and share buybacks: a positive scenario for financial equity.
|
Apr 18, 2024 |
What to do with the US economy running hot (Davide Serra)
|
Mar 26, 2024 |
Clean Alpha | Don't waste the opportunity
|
Mar 06, 2024 |
The Algebris Bullet | The land of doves (Gabriele Foà)
|
Feb 20, 2024 |
Davos 2024: Key Takeaways (Davide Serra)
|
Jan 19, 2024 |
Inflation has peaked: time to stretch duration (Davide Serra)
|
Nov 13, 2023 |
Responsible Investing | Finding opportunities in fixed income
|
Oct 09, 2023 |
China, Europe, USA: a view on fixed income (Davide Serra)
|
Sep 26, 2023 |
Favorable scenario for fixed income and longer duration securities (Davide Serra)
|
Jul 24, 2023 |
Responsible Investing | Finding opportunities in equity
|
Jul 11, 2023 |
Responsible Investing | How to integrate climate considerations in financial analysis
|
Jun 01, 2023 |
Around the world in five minutes (Davide Serra)
|
May 30, 2023 |
What I learnt in the USA (Davide Serra)
|
Apr 17, 2023 |
Responsible Investing | What it is and how the regulatory framework evolved (Silvia Merler, Douglas Branson)
|
Apr 13, 2023 |
European banks are safe (Davide Serra)
|
Mar 24, 2023 |
One bad apple doesn't spoil the bunch
|
Mar 13, 2023 |
What I learnt in my two weeks in Asia (Davide Serra)
|
Mar 07, 2023 |
Portfolio positioning amidst higher rates and receding recession fears
|
Mar 02, 2023 |
Financials: one of the few sectors with expanding profits
|
Feb 22, 2023 |
Inflation, rates and why financials are in the sweet spot (Davide Serra)
|
Feb 13, 2023 |