Navigating the next super cycle

With Europe’s record-breaking heat and droughts this summer, water levels in Germany's Rhine river have reached historic lows. Today on the show, Katie Martin talks with FT Frankfurt bureau chief Olaf Storbeck about the long-term effects on the economy and how the country is deal ...  Show more

US reserves are the lowest they have been for many decades. Today on the show, Katie Martin and the FT’s Energy Editor Malcolm Moore try to figure out why the market has remained calm and if it will finally freak out. Also they go long Bank of America chief executive Brian Moynih ...  Show more

Free Trial to Alf's Institutional Research? Ping Alfonso Peccatiello on Bloomberg for more info! In this podcast, Alf invites Peter Farac (aka @countdraghula on Twitter) to the show. Peter brings a wealth of experience running money and has specific skills in rates and vol marke ...  Show more

Featuring: Peter McGuire, CEO of XM Australia Matt Orton, Chief Market Strategist at Raymond James Investment Management Apple:  https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify:  https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https:/ ...  Show more

What are the big themes that will shape the investment world in the years ahead? For this final episode of the current series of Rich Pickings, Editor in Chief Richard Edgar is joined by Fidelity's Head of Equities for Europe Ilga Haubelt, and Portfolio Managers Kris Atkinson and ...  Show more

Alf welcomes back Brent to the show, and the co-host duo discusses macro data, Fed's Waller speech, Japan and China. But most importantly they share thoughts and observations about the current low volatility market regime, how to approach it trying to avoid the most common macro ...  Show more