Europe at a Crossroads

David Craver, co-chief investment officer of Lone Pine Capital, discusses the evolution of market structure, the opportunities in AI, and the factors driving the firm’s long-term fundamental-based investing. This episode was recorded on January 28, 2026. The opinions and views ex ...  Show more

What's driving concerns about the US cost of living, and can the administration's proposals effectively address them? David Mericle, Chief US Economist, and Alec Phillips, Chief US Political Economist, at Goldman Sachs Research discuss with Allison Nathan. Date of recording: Febr ...  Show more

It's an important year for the European Union, which holds parliamentary elections in June. As geopolitical turbulence continues to test the strength of global alliances, will Europe pursue further integration or start to pull apart? Gideon discusses these questions, and the r ...

As the European Central Bank prepares to meet, the war in Ukraine continues to add to uncertainty, forcing investors in Europe to adjust their expectations for the remainder of the year. Chief Cross Asset Strategist Andrew Sheets and Chief Europe Economist Jens Eisenschmidt di ...

This week we look at the big changes in European politics during the crisis and ask who has managed to turn it around. Is Italy now a model for crisis management? Has there been a reorientation in German politics under Merkel? Can the EU rescue fund really rescue the European pro ...  Show more

As EU leaders agree a "road map" aimed at putting in place measures within weeks to shield European consumers from soaring energy prices, we're joined by former European Union Energy Commissioner Andris Piebalgs to discuss what it means for the bloc. Spain and France have also ag ...  Show more