Global Economy Podcasts
Global Economy Podcasts
Global Economy Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
The episode examines the ripple effects of the recent oil price surge, sparked by an Iranian petrochemical plant strike, on global markets and everyday life. Market maker Greg Newman describes unprecedented volatility and links the crisis to broader geopolitical tensions involving Russia, Ukraine, Iran, and Venezuela, while journalists in Bangladesh illustrate how soaring fuel costs are causing long queues, power cuts, and rising consumer prices. The discussion then shifts to Eurozone inflation edging toward 2%, complicating central banks' policy decisions, and concludes with insights on Nigeria‑UK trade prospects, highlighting opportunities in technology, infrastructure, and energy as Nigeria seeks to leverage reforms and stable foreign reserves.
In this episode, Jacob Helberg, Undersecretary of State for Economic Affairs, discusses how AI, hardware, and secure supply chains have become central to U.S. economic and national security. He outlines the administration’s three‑front strategy to win the AI race: superior...
In this episode, Chris Sheldt‑Hoheaton talks with Dominic Scriven, founder and chair of Dragon Capital, about Vietnam’s evolution from a war‑torn, isolated economy to the region’s most dynamic emerging market. Scriven recounts his personal journey—from learning Vietnamese in Hanoi to...
The episode examines how AI is reshaping modern warfare, spotlighting startups like Swarmer, which offers AI‑driven drone swarm software, and Gecko Robotics, which supplies wall‑climbing robots for US Navy ship maintenance. It discusses the surge in defense investment amid global...
The episode examines how the recent surge in oil prices, driven by the Middle East conflict, is affecting U.S. shale production and global economies. CEO Mike Eastman of Tall City explains that despite higher prices, his company is not altering...
In this live Sinocism episode, FT China correspondent Demetri Sevastopulo discusses the delayed Trump‑China summit, attributing the postponement to domestic political concerns and the ongoing Iran conflict rather than bilateral tensions. He outlines the key players shaping U.S. China policy...
In Episode 48, Alex Jung and Wesley Blight discuss how the recent Middle East conflict—particularly the direct confrontations involving the US, Israel, and Iran—affects investment portfolios. They explain that while energy prices and inflation expectations spike due to disrupted oil...
In this episode, Shou Nakazawa explains how Prime Minister Sanae Takai‑ji’s conservative administration is reshaping Japan’s equity market through three structural pillars: heightened economic security and supply‑chain resilience, a sweeping AI and compute revolution, and massive infrastructure investment for national...
In this episode of Money Life, chief economist Jeanette Garrity warns that the war in Iran has revived recession and bubble concerns, estimating a 30‑35% chance of a recession. Technical analyst Adam Grimes argues that current market volatility—especially in stocks...
The episode examines how the Middle East conflict has upended global MTBE arbitrage, causing sharp price spikes and volatility across Asia, Europe, and the U.S. Asian producers face supply constraints as Middle‑East feedstocks dry up, while European demand for cheap...
In this episode, host Tim Miller and editor‑at‑large Bill Kristol discuss the escalating conflict in Iran and its broader geopolitical fallout. Kristol argues that the war has fractured U.S. alliances, especially with Europe, as Trump’s unilateral actions left allies feeling...
In this episode of Prop G Markets Live, Scott Galloway and Ed Elson examine how the ongoing war with Iran is reshaping global financial markets, highlighting disruptions in oil supply, heightened geopolitical risk premiums, and shifting investor sentiment. They also...
The episode focuses on the U.S. effort to keep the Strait of Hormuz open amid rising energy tensions, detailing President Trump's appeal to allies—including China, NATO members, Japan, and Australia—for naval support, and highlighting European hesitancy due to limited resources...
In this episode of Motley Fool Money, hosts Travis Hoyam, Jason Moser, and Lou Whiteman dissect the risk of stagflation in 2026, highlighting the recent dip in Q4 GDP growth to 0.7% and persistent inflation above 3%. They explore how...
In this episode of Serious Trouble, hosts Josh Barrow and Ken White dissect the Trump administration's struggle to refund illegal IEPA tariffs due to a rigid customs computer system, and the courts' pushback against the administration's attempts to sidestep Senate...
In this episode, Sean Kim explains how the Strait of Hormuz— a critical shipping lane for energy— could become a bottleneck for the global technology sector, especially advanced semiconductor manufacturing. He highlights that chip fabs, like those in Taiwan, consume...
U.S. Ambassador to Canada Pete Hoekstra warned that the renewal of the USMCA (known as COMSA in Canada) faces increasing political headwinds as the July deadline looms, despite strong backing from the business community on both sides of the border....
In this episode, Gustavo Medeiros of Ashmore Group and Bloomberg Intelligence’s Damian Sassower examine how the war‑induced oil shock is pressuring emerging market (EM) economies with rising energy costs, stagflation risks, and declining asset prices. They discuss the extraordinary policy...
In this episode of New World Next Week, James Corbett and James Evan Palato dissect the escalating oil crisis triggered by the U.S.-Iran conflict, highlighting how the Strait of Hormuz closure has forced Asian nations like Pakistan, Bangladesh, and others...
The episode examines how a sudden oil price shock from Middle East tensions is reigniting dual risks in commercial real estate: sticky inflation and slowing growth. Stephen Bushbaum explains that this volatility is likely to tighten financing conditions, widen credit...
In this episode, IMF Assistant Director Amadou Sy explains the growing shift in African governments from external, often dollar‑denominated debt to domestic, local‑currency debt. He outlines the benefits of reduced currency risk and greater fiscal flexibility, while noting higher borrowing...
In this Inflation Monitor episode, J.P. Morgan economists Nora Santivani, Raphael Brunager, Mike Hansen, and Alan Monks examine how the recent oil price shock—spiking Brent to around $100—affects headline and core inflation across the Eurozone, United States, and United Kingdom....
In this episode, Fred Neumann and Harold van der Linde explore the second‑round effects of the Middle East conflict on Asian economies, highlighting how rising oil and gas prices ripple through raw material costs such as plastics, cement, fertilizers, and...
In this episode of Peter Lewis' Money Talk, host Peter Lewis talks with Andrew Freris, CEO of Ecognosis Advisory, and Nick Marro, Principal Economist for Asia at the Economist Intelligence Unit about the recent fuel subsidy crisis in Vietnam and...
In this episode of the Dividend Cafe, host Brian Seitel reviews the latest market volatility driven by geopolitical tensions in Iran and rising energy prices, while noting that overall equity indices have been relatively flat. He breaks down the February...
The episode explains that 32 IEA member countries have agreed to release a record 400 million barrels of emergency oil reserves—the largest ever—to curb soaring energy prices amid the US‑Israel conflict in Iran. IEA Executive Director Faith Beryl notes this release is...
In this episode, JP Morgan’s Amaury Guzman, Kevin Foley (global head of capital markets) and Tarek Hamid (head of North American Credit Research) debrief the themes from their Global Leveraged Finance Conference, focusing on how heightened geopolitical risk—especially the Iran‑related oil...
In this episode of the Sound of Economics, former Dutch central bank governor Klaas Knopp and Bruegel director Jeremy Zentelmeier assess Europe’s economic outlook amid the new Israel‑Iran conflict, highlighting the region’s surprising resilience but warning of a negative supply shock from...
The episode focuses on the International Energy Agency's proposal to release a record 400 million barrels of oil from member countries' strategic reserves to counter a sharp price surge caused by the near‑closure of the Strait of Hormuz after Iranian attacks....
In this episode, Serena Tang explains how a surge in oil prices could undermine the traditional negative correlation between stocks and bonds that investors rely on for diversification. She outlines how the pandemic-era co‑sell‑off of equities and bonds was driven...
In this episode of Hardball, Chris Matthews interviews Pennsylvania congressional candidate Janelle Stelson, who discusses her narrow loss in the previous race and her strategy to defeat incumbent Scott Perry, a staunch MAGA figure. Stelson highlights Perry's controversial voting record...
The episode features three main segments: an interview with trader Peter Robbins about his new book, The Trader's Journey, where he emphasizes realistic expectations, personalizing strategies, and the psychological side of trading; a discussion with analyst Alison Hadley on how...
In this episode of Reuters Morning Bid, Amanda Cooper and Mike Dolan dissect the wild swings in oil prices after former President Trump hinted the Iran conflict could end soon, noting crude jumped $30‑$25 per barrel in a day before...
In this introductory trailer, host Mandy Drury outlines the new CommBank View: Economics & Markets podcast, which will feature the Commonwealth Bank’s Global Economic and Markets Research Team delivering deep analysis of fast‑moving global markets, shifting policy settings, and an...
In this episode, Michelle Martin and Ryan Huang dissect the market fallout from the Iran conflict, highlighting President Trump's mixed signals that have driven oil volatility and raised the odds of a U.S. market melt‑down to 35% according to strategist...
The episode examines the sudden surge of oil prices above $100 a barrel, driven by escalating attacks on Persian Gulf infrastructure amid the Iran‑Israel‑U.S. conflict. Journalists Luke Vargas and Joe Wallace explain how the closure of the Strait of Hormuz,...
The episode examines how the recent escalation of the Iran‑Israel‑U.S. conflict is pushing oil above $100 per barrel, creating inflationary pressure and market volatility across Asia and the U.S. It highlights the mixed impact on Singapore‑listed agricultural stocks, where upstream...
In this episode, host David interviews Peter Conti‑Brown about his recent essay outlining three possible reforms to the Fed‑Treasury relationship, focusing on discount‑window liquidity and its stigma. They discuss recent remarks by Fed Governor Michelle Bowman and Treasury Secretary Janet...
The episode examines the immediate impact of the Middle East war and the closure of the Strait of Hormuz on global LPG markets, focusing on sharp price spikes in Asia's forward curve, especially the August Faris Index, which jumped 24%...
The episode examines the fallout from the US‑Israel strike on Iran, with Mike Ferhey explaining how disruptions to the Strait of Hormuz and attacks on LNG facilities are driving sharp spikes in oil and gas prices, pressuring European energy markets,...
In this episode of This Week in Futures Options, host Mark Longo and CME Group chief economist Eric Norland dissect a volatile week across energy, equity, and crypto markets. They highlight heating oil, crude oil, and natural gas as the...
In this episode Deepika Singh talks with Rajamani Krishnamurthy, President of the Indian Stainless Steel Development Association (ISDA), about the rapid expansion of India’s stainless‑steel sector and the structural challenges it faces. Krishnamurthy stresses that the biggest hurdle is the prevailing...
In this episode, host Sean talks with Stonex analyst Josh Linville about the sudden disruption to global fertilizer markets caused by the U.S. military operation in Iran and the resulting closure of the Strait of Hormuz. They explain how the...
In this Morning Market Brief, Lars Fuller explains the S&P's rebound after a 2.5% drop, attributing it to U.S. actions securing oil shipments through the Strait of Hormuz, which lowered oil prices from $77 to the $74‑$75 range. He predicts...
In this episode, Michelle Martin and market analyst Ryan Huang dissect a volatile global backdrop, covering Asian equity declines, the earnings surge and share‑price drop of Singapore‑based Sea Ltd (Shopee), Singapore’s push to become a regional physical gold hub, and...
The episode covers a sharp rise in oil prices amid Middle East tensions, its impact on global markets, and an upgraded Australian Q4 GDP forecast of 0.7% growth. ANZ economists discuss central banks' cautious stance on inflation, noting higher oil...
The episode analyzes how the escalating Iran‑Israel conflict is triggering a fresh energy crisis, especially in Europe, where gas spot prices have surged 70% and oil is trading above $80 per barrel. Hosts discuss market reactions: a brief rally in...
In this live episode, Glenn Lawry talks with distinguished economist Lawrence Kotlikoff about the public role of economists, the need for them to move from descriptive to prescriptive work, and how economic tools can help both households and policymakers. Kotlikoff...
In this IMF podcast, Directors Rodrigo Valdés and Deputy Era Dabla‑Norris discuss the surge in global debt, now approaching 100% of GDP, and the challenges of translating fiscal policy into politically viable actions. They explain how pandemic‑driven spending, prolonged low...
In this urgent episode of Reuters Morning Bid, hosts Carmel Crimmins and Amanda Cooper dissect the fallout from a wave of US and Israeli strikes that killed Iran’s supreme leader, sparking Iranian drone and missile retaliation. They highlight the immediate...
