150: The Future Of Finance

150: The Future Of Finance

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269: The Biggest Themes of 2026 So Far: How AI, Geopolitics and Digital Assets Are Reshaping Portfolios

2026 market themes have been shaped by geopolitical realignment, the physical demands of artificial intelligence and changing assumptions about diversification. Across markets, investors are confronting several plausible futures rather than relying on a single base case.Host Osca ...  Afficher plus

268: AI’s latest frontiers: An Investor’s Perspective on AI, Space and Equity opportunities

AI investing continues to shape markets as artificial intelligence (AI) moves beyond software and into the physical infrastructure of the global economy. From data centers and chips to space-based compute, autonomous trucks and humanoid robotics, the AI buildout is creating new q ...  Afficher plus

Épisodes Recommandés

Navigating the future of sustainable finance
Making Sense

In this episode, Roshan Ahmad, global head of sovereign advisory, sits down with Arsalan Mahtafar, head of the Development Finance Institution (DFI) to discuss insights from the Annual DFI Re ...

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The Evolution of Money, AI, and the Next Big Investment Wave | Money Moves
Millionaire Mindcast

In this week’s episode of Money Moves, Matty A and Ryan Breedwell dive deep into the evolution of money, technology, and investing in a rapidly changing economy. From the concept of digital currency and the impact of AI on jobs and real estate to the massive liquidity waiting on ...  Afficher plus

The changing landscape for banks
The McKinsey Podcast

Though the banking industry has had its best period since 2007, banks still need to acknowledge recent structural and macroeconomic shifts and look for ways to evolve with markets. On this episode of The McKinsey Podcast, McKinsey senior partner Alex Edlich and partner Reinhard H ...  Afficher plus

Trading Insights: Evolution of the markets structuring business
Making Sense

In this episode, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, sits down with Rui Fernandes, global head of Markets Trading Structuring at J.P. Morgan, to explore the evolution of the trading and structuring businesses.  They delve into the key driver ...

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