Nouriel Roubini Predicts a Crisis 'Worse' Tha...

We know that companies around the world are investing heavily in AI. So intense is the race to win the AI battle, that it feels like there's almost no upward limit on how much you could spend on it. So how are CFOs thinking about capex in the AI age? In this episode we speak with ...  Show more

The Strait of Hormuz has (mostly) re-opened! Crude prices are still up since the start of the war with Iran, but popular predictions earlier this year of $200-a-barrel Brent didn’t pan out. Why is that? We last talked to Rory Johnston, the founder of the Commodity Context newslet ...  Show more

Justin Lane/AAPWhen Katherine Hunt’s dad asked her whether or not he should invest in Bitcoin, alarm bells rang, first she thought “he’s a musician”. Hunt is a lecturer in accounting at the Griffith Business School, and as someone who knows the five stages of a bubble and crash, ...  Show more

When Steve Sosnick recalls 2008 and tries to make parallels to the current turmoil in the banking sector, one memory sticks out: riding the elevator with Thomas Peterffy, founder of Interactive Brokers, who offhandedly asked him “what’s new?” “And I said, ‘what’s really interesti ...  Show more

Jeremy Grantham blames the US Federal Reserve for creating a bubble in asset prices—one he says has a long way to go before it’s fully deflated. As a result, stock prices may not reach bottom until late next year, he warns. The 84-year-old co-founder of investment firm GMO joined ...  Show more

After a week off the desk, it's great to be back with co-founder and head of trading Piers Curran to discuss what's been happening in markets this week.

We take a deep-dive into the latest news on Russia, where ongoing fighting has resulted in the biggest weekly incr ...