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Odcinki

163 odcinki

  1. Can the next Brazilian president satisfy investors? 25:05
  2. What will divided US government mean for policymaking, the economy, and markets? 31:55
  3. How far will central bank interest rate hikes go? 40:25
  4. The AI data centre backlash: can the boom survive contact with local politics? 49:28
  5. When do higher bond yields become a problem for the economy and stocks? 37:32
  6. What would an Andy Burnham premiership mean for the UK economy and markets? 29:36
  7. Are recessions predictable? – with Tyler Goodspeed 44:20
  8. Where do interest rates go if growth weakens but inflation increases? 31:40
  9. Space, the final frontier for the economy? - with Hannah Lee, JP Morgan 36:42
  10. If UK PM Starmer goes, what changes, what doesn’t, and what markets will price? 42:07
  11. Who is winning the US-China AI race? 21:04
  12. How are investors responding to the Iran conflict? – with Victoria Scholar from interactive investor 22:42
  13. Conflict in Iran: how long will it last, and what will be the economic impact? 34:47
  14. Can Europe innovate at war(p) speed? - with the NATO Innovation Fund 35:05
  15. Does politics matter for markets? - with Jens Larsen of Eurasia Group 42:08
  16. Will the trade war become a capital war? 32:15
  17. What will the ‘Donroe Doctrine’ mean for global macro and markets? 35:11
  18. What does 2026 hold for macro and markets? 27:28
  19. UK Budget: Macro Bytes immediate reaction episode 21:06
  20. How can investors navigate a fracturing economic order? - with Neil Shearing 32:43
  21. How are the US and China weaponising the global economy? - with Edward Fishman 51:05
  22. Can France find a way out of its political and fiscal problems? 38:08
  23. Can AI simulate the Fed? - with Tara Sinclair 35:46
  24. How will Rachel Reeves plug the UK's fiscal blackhole? 27:12
  25. Should the market fear fiscal dominance? 40:04
  26. How could stablecoins reshape the global financial system? 35:44
  27. Is the Fed about to be 'Trumpified'? 26:53
  28. How much infrastructure does the world need? 19:12
  29. Is the Big Beautiful Bill a step too far for bond markets? 23:55
  30. Has Javier Milei’s shock therapy worked for Argentina? 22:06
  31. So was the trade war all just a fever dream? 32:04
  32. The end of US exceptionalism? 30:43
  33. How high could tariffs go? 28:14
  34. UK fiscal policy back to black, for now 17:09
  35. Is the US economy heading for a Trumpcession? 32:24
  36. Can Friedrich Merz solve Germany’s problems? 25:41
  37. Five years on, is Brexit finally paying off? 22:59
  38. Tariff man strikes back, or the phantom trade war? 35:04
  39. Could Trump devalue the dollar with a “Mar-a-Lago Accord”? 28:11
  40. DOGE: more bark than bite? 27:45
  41. What does 2025 hold for macro and markets? 24:13
  42. Will the bond vigilantes return? 30:41
  43. What does Trump mean for the economy? 23:02
  44. A budget for growth, or for higher gilt yields? 23:27
  45. Has China fired its stimulus bazooka? 22:51
  46. Retail investors are upbeat despite the risks - with Carl Hazeley 25:23
  47. How to fund our future infrastructure needs - with Bridget Rosewell 31:12
  48. How painful will the UK Budget be? 25:37
  49. Is the Fed behind the curve? Is the Bank of Japan dangerously ahead of the curve? 33:11
  50. How do macro themes drive equity markets? 28:50