The Shanghai Cooperation Organization in the Middle East: A Conversation with Eva Seiwert
In this episode, host Jonathan Fulton talks with Dr. Eva Seiwert about the Shanghai Cooperation Organization’s expanding role in the Middle East, noting Iran’s recent full membership and the region’s growing list of dialogue partners. Seiwert explains the SCO’s dual nature—as both a strategic platform for China and Russia and a largely symbolic forum—while assessing how its presence could reshape regional security dynamics. She draws on her recent book and MERICS research to highlight the organization’s limited institutional capacity but significant political signaling value. The conversation also touches on the broader implications for Western influence and the evolving balance of power in the Middle East.
Money and Me: What Singapore Investors Need to Know About Budget 2026 and Brewing Billions in China's Market
In this episode, host Michelle Martin breaks down Singapore's Budget 2026, highlighting Prime Minister Lawrence Wong's AI‑centric growth plan and its implications for local equities and AI‑infrastructure stocks. She then shifts focus to China, evaluating the prospects of EV leaders...
Monday: Aussie Dollar Riding High on RBA Hike
In this episode, ANZ Research analysts discuss the recent surge in the Australian dollar following the Reserve Bank of Australia's (RBA) interest rate hike. They explain how the tighter monetary policy has strengthened the currency, the impact on inflation and...
Nothing But Net
The Security Analysis Podcast’s Feb 14, 2026 episode reviews Mark Mahaney’s book *Nothing But Net*, which distills ten timeless stock‑picking lessons from a veteran tech analyst. Mahaney, an early internet‑era analyst, survived both the dot‑com bubble and the 2008 financial crisis while...
Super-Spiked Videopods (EP91): Long-Takes From The Road: FAQ on "Take Risk"
In Episode 91, Arjun Murti delivers a rapid FAQ on the "take risk" messaging his podcast has been using throughout 2026, focusing on how companies should shape corporate strategy amid a maturing US shale oil sector. He reflects on the...
Episode 414 Option Trading Podcast February 13, 2026
In Episode 414 of The Weekly Option, host Eric reviews last week’s option trades on Open Door Technologies, Ocular Therapeutics, Ford Motor Company, and Bank of America, then presents four new trades for March expirations involving Cypher Mining, Core Scientific,...
Why a Tariff Ruling Could Mean Consumer Relief
Arunima Sinha explains that a pending U.S. Supreme Court ruling on the president's authority under the International Emergency Economic Powers Act (IEEPA) could sharply reduce tariffs on many consumer goods, lowering the effective tariff rate from about 15% to the...
1944: Ask Farnooosh: Birthday Money Truths, Market Warnings and Relationship Finance
In episode 1944, Farnoosh answers listener questions about birthday money etiquette, market warning signs, and relationship finance. She debunks myths about gifting cash, highlights red flags in the current market such as over‑valuation and rising rates, and offers strategies for...
US Aluminum Market Digests Tariff-Induced Volatility at Platts Symposium
The episode reviews how the U.S. aluminum market is coping with volatility caused by the 50% import tariff introduced in June, examining its impact on industry sentiment and pricing. Experts discuss the shifting demand landscape, noting the slowdown from removed...
Global FX: How Much Is Too Much?
In this episode, J.P. Morgan Global Research analysts Arindam Sandilya, James Nelligan, and Patrick Locke examine the current foreign‑exchange (FX) outlook, focusing on how recent US equity stress and the relative underperformance of US stocks are influencing currency markets. They...
Episode 287: New Leader on the Podium?
David and Ian examine why the S&P 500 remains stuck in a narrow trading range, highlighting the gap between the index’s headline performance and the average returns of its individual constituents. They explore market breadth and sentiment, noting a persistent...
European Rates: Scandinavian Rate Outlook – a Long Winter Hibernation
In this brief episode, J.P. Morgan analysts Francis Diamond and Frida Infante examine the current state and near‑term outlook for Swedish and Norwegian sovereign and corporate rate markets. They highlight that both countries are entering a prolonged period of low‑rate...
AI Productivity and Bounced Checks
In this episode of the Dividend Cafe, host David Bonson examines the promise and pitfalls of AI-driven productivity, contrasting the hype with hard data on actual output gains. He outlines nine vulnerabilities in the AI investment narrative, emphasizing that most...
5038: IT Chills Get 'Realty' Check; It’s Raining Cheques for Deeptech Startups; and Tech Firms Fight 3-Hour Takedown Rule |...
The episode examines three key tech sector developments: Razorpay’s preparation for a $700 million-plus IPO, including its engagement with top investment banks; a sharp sell‑off in IT stocks that is spilling over into the realty market; and a surge in deep‑tech...
Morning Market Brief
In this Morning Market Brief, host Morris Fuller outlines a recent pullback in futures, attributing yesterday's broad market decline to AI-driven disruptions affecting transportation, logistics, real‑estate, and financial‑services sectors. He emphasizes that while some industries suffer, others stand to gain...
Emerging Markets, Trade and Politics
In this episode, host Eimear Daly and emerging‑market specialist Aditya Sharma break down the newly signed India‑US trade agreement, highlighting how it could boost Indian equities and strengthen the rupee by improving export competitiveness and attracting foreign investment. They then...
The State Of Student Loans And What Families Need To Know
In this 46‑minute episode, host Chris Redd discusses the current landscape of student loans, focusing on the SAVE repayment plan’s uncertain timeline, the upcoming Navient settlement payouts, and the bottleneck in Public Service Loan Forgiveness. He explains how front‑loading of...
The New FIRE? Why Time Freedom Beats Early Retirement
In this episode, hosts Mindy Jensen and Scott Trench interview millionaire Brian Herriot, author of *Time Freedom*, to reframe financial independence from early retirement to immediate time control. Brian explains how he grew his portfolio from $1 million to $3 million, shifted...
AI Phobia
The episode examines the rapid shift from AI euphoria to AI paranoia among investors, sparked by a controversial startup demo that triggered selloffs in sectors like insurance, logistics, and even impacted Apple. It also highlights the impact of recent January...
Surviving an AI Bubble: Goodwin Gaw's Private Real Estate Resilience Plan
In this 14‑minute excerpt, Goodwin Gaw, co‑founder of Gaw Capital Partners, examines how the massive AI spending surge—projected at $650 billion by tech giants—could create a bubble that impacts private real‑estate markets, especially data‑center assets. He argues investors should balance AI‑driven...
Asia’s Bitumen Shift: Trade Flows, Freight, and Future Demand
The episode examines how shifting trade flows, tighter vessel availability, and rising freight costs are reshaping the global bitumen market in 2026, especially for Asian importers. It highlights a surge in Chinese bitumen exports that are undercutting traditional suppliers to...
Market View: AI Scare Trade, STI at 5,000 & When Pop Turns Portfolio
In this episode, Michelle Martin and co‑host Ryan Huang dissect the ripple effects of Algorhythm Holdings' new SemiCab logistics platform, labeling it an "AI scare trade" that is unsettling trucking and real‑estate service stocks. They then shift focus to Singapore’s...
Weekend Edition: From Dairy to Data: Can NZ Outgrow Australia’s Shadow?
In this episode, Phil and NAB’s Ray Attrill dissect the widening gap between New Zealand and Australia as AI‑driven investment costs strain US markets and commodity prices slide, while the Aussie dollar weakens below 71 cents. They explore how rising AI spending,...
379. Squaring the Macro Circle, The Retail Rationalization, Multifamily Recalibration, & Lodging Capital Rotation
The episode dissects the widening gap between strong headline macro data and underlying economic softness, highlighting flat retail sales, surprisingly resilient job numbers, and BLS revisions that erased roughly 900,000 jobs. It examines a wave of retail store closures—including Eddie...
CBRE’s Henry Chin Expects Increased Capital Deployed in U.S. Real Estate
In this episode, Henry Chin, global head of research at CBRE, outlines the outlook for U.S. commercial real estate investing in 2026, noting a strong investor sentiment and an anticipated 16% rise in capital deployment. He explains that the surge...
Workforce Pell Grant: Eligibility, Programs, Timeline
The episode explains the new Workforce Pell Grant, which extends Pell eligibility to short‑term (8‑15 week) workforce training programs that meet strict outcome, credential, and labor‑market standards. It highlights that applicants must still complete the FAFSA and demonstrate financial need,...
Rate Expectations
The episode dissects the impact of January's surprisingly strong jobs report, which undermined expectations of a weakening labor market and pushed anticipated Federal Reserve rate cuts further into the future. It also examines a new Congressional Budget Office outlook that...
A Geopolitical State of Emergency?
The episode examines escalating geopolitical risks to Europe’s energy security, focusing on rising US‑Iran tensions, Russia’s renewed attacks on Ukrainian energy assets, and shifting US interest in Greenland. Experts from Eurasia Group, Aurora Energy Research, and Montel analyze how these...
Market View: Grab’s Profit Pivot, Budget 2026 Bets & The AI Crosscurrents
The episode examines Grab’s turnaround from losses to a US$268 million profit, its US$500 million share buyback, and investor concerns about growth and the US$425 million Stash Financial acquisition. It also breaks down Singapore’s 2026 budget, highlighting AI initiatives, tighter CDC payouts, and...
Fertilizer Matters EP42: China’s Green Ammonia Expansion
In this episode, Argus analysts Huijun Yao and Dinise Chng examine the rapid expansion of China’s green ammonia sector, highlighting the policy incentives, renewable‑energy integration and key projects slated for 2026‑2027. They detail which wind and solar farms will power...
Surviving the Refinance Wall: Lessons From an $8B Portfolio with Sarah Esler, Managing Director of Mortgage Investments at AIMCo
In this episode, Sarah Esler, Managing Director of Mortgage Investments at AIMCo, walks listeners through the dynamics of an $8 billion institutional mortgage portfolio spanning Canada, the U.S., and Western Europe. She explains how pension‑backed capital is coping with historic spread...
Land Investing for Beginners: The Freedom Multiplier You’re Not Using (Coaching)
In this episode, Mark Podolsky, Scott Bossman, Jon Burnett, and guest Landon Harris explore land investing as a "freedom multiplier" and argue that coaching is the missing link that turns curiosity into consistent results. Drawing on insights from the Dirt...
2314: 2 P's on a Pod: The AI Winners Nobody's Talking About
In this fast‑paced small‑cap episode, UK equity analyst Paul Scott and host discuss 16 AI‑adjacent stock ideas, ranging from UK fintechs like Moneysupermarket (MONY) and Craneware (CRW) to niche tech firms such as Seeing Machines (SEE) and hVivo (HVO). They...
Credit Crunch: Investor Survey 1Q - Fed, Earnings, Tech Supply
In this episode, Mahesh Bhimalingam of Bloomberg Intelligence and Ashwin Palta of BNY Investments discuss the Bloomberg Intelligence 1Q26 Investor Survey, highlighting the continued resilience of credit and high‑yield markets despite recent tariff shocks and rate volatility. They examine why...
Parent PLUS Student Loan Alternatives in 2026: Private Vs. Federal
The episode explains the upcoming 2026 reforms to Parent PLUS loans, which will impose a $20,000 annual and $65,000 lifetime borrowing cap and eliminate income‑driven repayment options for new loans. It contrasts these changes with the limited borrowing limits of...
Job Jitters
The episode examines the current economic turbulence on Main Street, highlighting widespread layoffs and soft retail sales, while contrasting this with TSMC's explosive growth in the tech sector. It also explores the impact of a new AI-driven tax‑management tool that...
02.11.26 Tax Refunds & Withholding / Clarksplainer: Trump Accounts
In this episode Clark Howard breaks down the tax season landscape, explaining why a large refund often means you over‑paid throughout the year and urging listeners to adjust their withholding to keep more money in their pockets. He offers practical...
Healthcare Before Medicare: Your Options
In this episode of The Retirement Answer Man, Roger Whitney walks listeners through the three primary health‑care options available before Medicare eligibility: COBRA continuation coverage, ACA marketplace plans, and part‑time employer group insurance, while also noting other alternatives like private...
1943: How to Navigate Income Gaps, Shared Accounts, and Spending Differences
In episode 1943, Farnoosh explores the challenges couples face when their incomes differ, covering how to set up shared and individual accounts, allocate spending responsibilities, and communicate about financial priorities. She offers practical frameworks for deciding who pays what, how...
Coldwell Banker's Dan Spiegel on Building CRE Teams for AI Disruption & Market Shifts
In this episode, Dan Spiegel, Senior Vice President and Managing Director of Coldwell Banker Commercial, shares his leadership journey, the importance of mentorship, and how Coldwell Banker’s decentralized franchise model fosters strong connections across secondary and tertiary markets. He discusses...
Cash Balance Plans Part 2: EDU #2606
In this episode, hosts Jim Saulnier and Chris Stein field listener questions about cash balance pension plans, focusing on their suitability for self‑employed owners and businesses with fluctuating but potentially large future income, such as farmers. Guest expert Steve explains...
PETER LEWIS'MONEY TALK - Wednesday 11 February 2026
In this episode, Peter Lewis discusses Japan’s post‑election economic challenge: reviving growth without reigniting inflation that has already driven staple prices, like rice, to double. He is joined by Richard Harris of Port Shelter Investment Management and Tony Nash of...
Money Box Live: Inheritance Tax
In this Money Box Live episode, presenter Felicity Hannah and experts Clare Moffat, a pension and tax specialist, and Nina Sperring, a wealth‑protection solicitor, demystify inheritance tax, explaining who must pay it, how the rates are calculated and what thresholds...
Morning Market Brief
Lawrence Fuller reviews the market rebound after last week's sell‑off, noting that while volatility has eased and precious metals and crypto have steadied, technology stocks remain overvalued and lack true bargains. He highlights upcoming economic data—strong Redbook retail sales, a...
Why European Real Estate Credit Looks Safer than Equity in the New Cycle
In this episode, Clark Coffee, CIO of AllianceBernstein’s European commercial real estate debt business, explains how the European real estate market is transitioning after a reset in values and the end of ultra‑low borrowing costs. He argues that debt now...
Can the Aerospace and Defense Rally Continue in 2026?
The episode examines whether the recent aerospace and defense rally can sustain its momentum into 2026, starting with a look at how NATO alliances fund European defense spending. It then shifts to Middle East geopolitical dynamics and their impact on...
Nikkei Hits Record After Takaichi Victory
The episode examines the surge of Japan's Nikkei index past 57,000 points after Prime Minister Sanae Takaovich's decisive election win, analyzing its implications for the Japanese economy. Host Andrew Peach also discusses Indian farmers' worries about a new interim trade...
2310: The Exchange with James Thorne of Colombia Threadneedle
In this masterclass, James Thorne of Columbia Threadneedle shares his market outlook, focusing on UK mid‑ and small‑cap equities and providing detailed analysis of 18 individual companies ranging from Auction Technology Group to LSL Property Services. He highlights the potential...
02.09.26 Gift Cards: Use Or Lose Them / Big Changes For Home Backup Power
In this episode Clark Howard warns listeners about the surge in restaurant closures and the risk of losing unused gift cards, urging prompt use to avoid forfeiture. He answers listener questions on topics ranging from gift‑card expiration to personal finance...
Money and Me: S-REITs Are Back - But Not All Recoveries Are Equal
The episode examines the resurgence of Singapore REITs (S-REITs), highlighted by the iEdge S-REIT Leaders Index posting a 16.3% gain in 2025—the strongest performance since 2019. Host Michelle Martin and REIT specialist Kenny Loh discuss which property sectors are leading...