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| Episode | Date |
|---|---|
|
Financial Credit, Explained: Understanding Bank Capital and AT1s
|
May 13, 2026 |
|
China's Markets Are Back (Davide Serra)
|
Apr 16, 2026 |
|
War in the Middle East: The market enters a new phase of volatility (Gabriele Foà)
|
Mar 11, 2026 |
|
Davos 2026: Key Markets and Macro Implications (Davide Serra)
|
Jan 23, 2026 |
|
Before buying, let's wait for the sales. (Davide Serra)
|
Nov 24, 2025 |
|
The Algebris Bullet | The Elephant in the room
|
Oct 31, 2025 |
|
Positive proof points in an uncertain world
|
Sep 05, 2025 |
|
Clean Alpha | Watts it worth: Wired for Growth in the Data Era
|
Jul 24, 2025 |
|
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 |