Bubbles in context

Market strategist Lawrence McDonald, creator of The Bear Traps Report, says that conditions have changed to where investors will need "an entirely different portfolio ... and an entirely different investment philosophy" than you used in the last decade to be profitable in the nex ...  Show more

Contributor(s): Danny Sriskandarajah, Sam Richards, Eshe Nelson, Soumaya Keynes | The UK’s economy has waned in recent years – low growth and productivity coupled with rising inflation and poverty. Our panel explore how to respond. 

On January 2, 2000, Howard Marks published his first memo to garner any reader response, bubble.com, calling attention to excesses he detected in the market for tech and internet stocks. His newest memo revisits the subject of bubbles. Howard expresses his view that they’re more ...  Show more

This week on Talking Wealth, Fil and Pedro breakdown where the biggest fund managers have placed their bets for the second quarter of 2025. They break down the latest buys and sells from some of the biggest movers and shakers in global markets including Ray Dalio’s Bridgewater As ...  Show more

What’s driving the bounce in emerging market equities, and could we be witnessing the start of a sustained bullish run? Stratford Dennis, head of emerging market equities in Global Banking & Markets, discusses with Mike Washington on the Goldman Sachs trading floor. This episode ...  Show more