GM85: What If the Real Risk Isn’t Recession — But Reinvention? ft. Steven Bell

GM85: What If the Real Risk Isn’t Recession —...

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UGO09: Playing the Players in a Narrative Market ft. Ben Hunt

Cem Karsan sits down with Ben Hunt, founder of Epsilon Theory, to explore how narratives shape markets, politics, and decision making itself. Drawing on decades of experience across academia, hedge funds, and applied AI, Ben explains why stories, not data, increasingly drive outc ...  Afficher plus

 . 1h 1min restantes
SI385: When Volatility Becomes the Signal ft. Katy Kaminski

Katy Kaminski joins us to assess the early signals shaping markets in 2026. The conversation explores the resurgence of commodity trends, the role of volatility estimation, and why diversification across markets and speeds matters more than ever. Drawing on new research, they exa ...  Afficher plus

 . 1h 4min restantes

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The Great Liquidity Debate | Michael Howell & George Robertson on Monetary vs. Fiscal Flows And What Is Truly Driving This Bull Market
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Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Michael Howell of Crossborder Capital and George Robertson of The Monetary Fronteir hav ...  Afficher plus

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How should central banks respond to US tariffs?
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US tariffs have sent financial markets into a frenzy in recent weeks, but how much should central bankers be taking trade into account when setting monetary policy? To find out, Soumaya Keynes sits down with Bank of England Monetary Policy Committee member Swati Dhingra – one of ...  Afficher plus

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Fed independence in the spotlight as markets await key inflation gauge
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Yesterday saw a flurry of economic data releases, accompanied by significant political developments. The US economy demonstrated stronger-than-expected resilience in the second quarter, expanding at a revised annualised rate of 3.3%, while recent labour market figures suggest a s ...  Afficher plus

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Martin Wolf talks to Kenneth Rogoff: Trump is accelerating the dollar’s decline
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The US dollar has been in slow decline for around a decade – so says Kenneth Rogoff, Harvard professor, and former chief economist of the IMF. Donald Trump’s trade policies have raised a lot of questions about the future of the dollar – and how its decline could affect the rest o ...  Afficher plus

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