Q1 Earnings Season #192

This week, we speak with Prof. Dr. Julia Meyer (Professor of Sustainable Finance) about the evolving landscape of sustainable finance. From the growing need for transparency to efforts against greenwashing – we explore where the field is headed, and why impact finance might matte ...  Show more

This week, we speak with Dr Jörn Quitzau (Bergos Chief Economist) about the turbulent start to the year.DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor a ...  Show more

In this episode, the group dig into the YTD rally in global equities, looking at the extent to which it has been a pain trade, with shorts squeezing and popular ‘momentum’ equities underperforming.  They then dive into their Global Signal from the Noise framework to ...

In this episode the group discuss risk / reward for US equities following the dip through April.  They discuss possible reasons for recent equity weakness, the macro and micro backdrop - including recent hotter inflation prints and Q1 corporate earnings trends, the ...

Wheat, corn, and soybean prices have plunged, a relief to inflation and emerging market consumers but problem for farmers and suppliers. We explain the four reasons Switzerland's rate cut was the most important of the central bank moves this week. 

In a departure from our regular interviews, Sprott’s John Hathaway is joined by Luke Gromen and Don Luskin for a lively debate on the economy.

This podcast is provided for information purposes only from sources believed to be reliable. However, Sprott does not warrant it ...