Macro Matters: Yield-Curve Scenarios with BNY’s Granet
In this episode, BNY Mellon CIO Jason Granet discusses the current and future shape of the U.S. Treasury yield curve, arguing that recent flattening is a temporary, cyclical retracement and that a steeper curve is likely to resume. He and Bloomberg Intelligence co‑hosts Ira Jersey and Will Hoffman examine the broader economic backdrop, Federal Reserve policy stance, and funding market dynamics that drive yield‑curve movements. Granet explains BNY’s analytical framework for assessing macro outlooks and how the firm sizes risk in its fixed‑income portfolios. The conversation highlights the interplay between monetary policy expectations and market liquidity in shaping yield‑curve scenarios.
BlackRock's Jacobs: Current Events Aren't Disrupting Long-Term Investing Themes
In this Money Life episode, host Chuck Jaffe talks with three experts—Jay Jacobs of BlackRock, Todd Rosenbluth of Vetify, and retirement scholar Wade Pfau—about how long‑term investment themes remain intact despite heightened geopolitical fragmentation and market volatility. Jacobs stresses that while current...
Alexander Roepers on Constructive Activism and Concentrated Value in $KEX, $AXTA, and $FLS | S08 E09
In this episode, Alexander Ropers, founder and CIO of Atlantic, explains his firm’s disciplined, concentrated value strategy that targets mid‑cap industrial, product and service companies (US$2‑20 billion) while avoiding high‑tech, biotech, and opaque financial sectors. He emphasizes the importance of margin...
PETER LEWIS' MONEY TALK - Thursday 12 March 2026
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...
Value Manager Smead: 'This Is One of the Most Overvalued Markets in U.S. History'
The episode examines the current overvaluation of the U.S. stock market, with value manager Bill Smead warning that metrics like the CAPE ratio and Buffett’s indicator place it in the 95th‑100th percentile of historical valuations. Smead explains his disciplined, low‑risk...
Liquidity, Risk, and Real Estate’s Comeback with Dennis Mitchell, CEO & CIO at Starlight Capital
In this episode, hosts Aaron Cameron and Adam Pawlik sit down with Dennis Mitchell, CEO and CIO of Starlight Capital, to discuss the current state of commercial real estate, liquidity challenges, and the sector’s resurgence. Mitchell explains how real‑estate earnings...
'Largest Ever' Oil Reserve Release Agreed by 32 Countries
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...
Credit Crunch: Iran War, Software Rout and Credit a Safe Haven
In this episode of Credit Crunch, Mahesh Bhimalingam and guest Sarah Harrison discuss the impact of the Iran war and recent software sector volatility on global credit markets. They note that despite geopolitical tensions, credit spreads have remained relatively resilient,...
Inflation, Iran and the Industrial Accelerator Act
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...
IEA Proposes Record Release of Oil Reserves
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....
03.11.26 Retirees Returning to Work / Medical Privacy Warning
In this episode Clark Howard discusses two major topics: the financial pitfalls that lead many retirees to return to work, and the privacy risks associated with independent medical testing services. He highlights how inadequate retirement planning, gaps in health coverage...
March WASDE Leaves Grain Markets Searching for Direction
In this episode, Jim McCormick of agmarket.net breaks down the March USDA WASDE report, noting that wheat and corn numbers were largely unchanged while soybean imports and crush demand were modestly increased. He explains how the lackluster report has nudged...
Healthcare Before Medicare: Retiree Feedback
In this episode, host Roger Whitney shares real‑world retiree feedback on navigating health‑care before Medicare, highlighting strategies such as timing the COBRA‑to‑ACA transition to preserve deductibles, leveraging part‑time city jobs or student enrollment for affordable coverage, and uncovering employer‑sponsored extensions...
Will Curtis: Bridging the Military-to-CRE Gap One Veteran at a Time
In this episode, veteran‑turned‑CRE professional Will Curtis shares how his Army experience and a pivotal financial‑specialist presentation sparked his transition into commercial real estate, leading him to specialize in office and industrial assets across Texas. He emphasizes the importance of...
Retirement Planning With a Defined Benefit Pension: EDU #2610
In this episode, Chris Stein and Jake discuss how to incorporate a defined benefit pension into retirement planning, using a listener’s scenario of a law‑enforcement employee with a non‑covered pension and a spouse’s Roth 401(k) contributions. They explain that the...
Exciting (But Crowded) Opportunities
In this episode, Tyler Crowe, Matt Frankel, and Lou Whiteman discuss how once‑sparse industries are becoming crowded with startups and IPOs, focusing on the space sector and the emerging nuclear power market. They highlight the rapid influx of launch companies,...
Oil Rally Tests Diversification Strategy
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...
Wednesday: Oil Slumps on Stockpile Hopes
The episode covers a sharp drop in oil prices toward $80 a barrel as markets anticipate the release of strategic stockpiles amid Middle East tensions, while Australian consumer confidence falls and business sentiment turns negative. It highlights China’s surge in...
#696: Q&A: Should Your Emergency Fund Be Invested?
In this episode, Paula Pant and former financial planner Joe Salcihai answer a listener’s question about the optimal size and placement of an emergency fund. They explain that the right fund size depends on personal risk tolerance and capacity, such...
Buckle Up
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...
Why Aluminium Just Hit a Four Year High
In this episode, Alan "Aluminium" Clark of CM Group breaks down why aluminium prices have surged to a four‑year high, linking the rally to supply shocks at key refineries, tightening alumina margins, and China’s heavy reliance on Guinean bauxite. He...
7 Tax Mistakes to Avoid When Filing Your 2025 Taxes, Ep#296
In this episode Ryan Morrissey outlines seven common tax filing mistakes, from missing the April deadline and failing to report all income to overlooking new 2025 tax breaks and itemization opportunities. He stresses the importance of accurate personal details, double‑checking...
Surging Oil Prices Spark Market Jitters
The episode opens with a discussion of oil prices soaring above $100 per barrel, the sharpest jump in years, and the resulting market fear as higher energy costs threaten corporate earnings, inflation, and consumer spending. Hosts Jon Quass, Rachel Warren,...
What to Expect From Vietnam’s Leadership Election Results
The episode breaks down Vietnam’s 14th National Party Congress, where To Lam was reaffirmed as General Secretary and an ambitious 10% annual GDP growth plan was set. Analyst Nate Fishler explains how the upcoming March National Assembly elections could further...
$100 Oil Is Back
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,...
03.09.26 SAVE MORE On Groceries / NEW Airline Credit Card Advice
In this episode Clark Howard breaks down where to find the cheapest groceries in the U.S., citing Consumer Reports data that shows Walmart as the baseline and highlighting that warehouse clubs like Costco and BJ's, as well as Aldi and...
Market View: How High Can Oil Go? Winners and Possible Losers Amongst Defense Stocks and SG Agri Counters
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...
Peter Conti-Brown on a New Fed-Treasury Accord
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...
Stocks Slide After Weak February Jobs Report
The episode breaks down the surprisingly weak February jobs report, which showed a loss of 92,000 jobs and a rise in unemployment to 4.4%, highlighting sectoral declines in health care, construction, manufacturing, and hospitality. WSJ economics reporter Justin Layhart explains...
Global LPG Conversations: Middle East War Hits Global LPG Markets
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%...
Beef Market Update: Cattle Price Yo-Yos, Herd Numbers Climb, and Volatility Shakes Futures Markets
In this Beef Market Update, Anne Wasco of Gateway Livestock Exchange breaks down recent volatility in U.S. cattle futures, noting lower live cattle prices and packer margin pressures that have led to reduced slaughter rates and higher wholesale cutout prices....
Lawmakers Warn Student Loan Oversight Is Slipping
Senators Elizabeth Warren and Jeff Merkley allege that the U.S. Department of Education is obstructing congressional oversight of federal student loan servicers by withholding key performance metrics such as call wait times and borrower satisfaction. Historically, the department published detailed...
Masters of the Muniverse: MMA Founder Doe on Prediction Markets
In this inaugural Bloomberg Intelligence FIC podcast, municipal market veteran Tom Doe discusses the emerging role of prediction markets—platforms like Polymarket and CalSHE—in providing real‑time sentiment and risk data for municipal bonds. He explains how these markets could address shortcomings...
![ASML: Competing with Moore’s Law - [Business Breakdowns, REPLAY]](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://megaphone.imgix.net/podcasts/5a391928-ccce-11ed-863b-7bdbc773faf2/image/55364bb6a294c4be08365a4dccb94c73.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
ASML: Competing with Moore’s Law - [Business Breakdowns, REPLAY]
In this episode Matt Russell and Bailey Gifford portfolio manager Tom Walsh dissect ASML’s rise from a struggling Philips spin‑out to the unrivaled supplier of extreme ultraviolet (EUV) lithography machines that power today’s AI‑driven semiconductor manufacturing. They explain the fundamentals...
Listeners Are Back Pitching Their Top Mining Stocks
In this episode the hosts reopen their listener‑driven stock‑pitch format, giving retail investors a platform to recommend junior mining companies. Two pitches dominate the discussion: Auric Mining (AWJ), a cash‑generating gold producer in Western Australia with a low market cap...
Starwood’s Pollack: Insurance Capital and Cloud Investments to Shape Firm's RE Growth
In this episode, Starwood Capital Group President Jonathan Pollack discusses his first year overseeing operations, emphasizing a strategic shift toward deeper partnerships with insurance capital and a rapid expansion of the firm’s data‑center platform driven by AI and cloud computing....
War in Iran, Healthcare Resurgence & Isa Changes: The Companies and Markets Show
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,...
TWIFO 487: An Explosive Week in Energy, Equity, Crypto and More
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...
Metal Movers: Inside the Global Tungsten Squeeze
The episode examines the sharp rise in global tungsten prices, tracing it from China's export controls to a deeper, structural supply shortage caused by aging mines, limited investment, and reduced output. Experts explain how the squeeze affects both Chinese domestic...
The Most Curious Things Happening in Multifamily Innovation, with Sage Ventures' Moshe Crane
In this episode, host Edward Cohen and co‑host Zach Ahrens sit down with Moshe Crane, VP of Sage Ventures and author of the Curious Deal newsletter, to dissect the current state of multifamily real estate. Moshe explains how nuanced market...
86,000 Public Servants Stuck In 3-Year Loan Forgiveness Queue
The episode breaks down a federal report showing that over 86,000 public‑service borrowers are stuck in a three‑year backlog for Public Service Loan Forgiveness (PSLF) buyback applications. It explains how the buyback process works, why the backlog is growing, and...
Derek Pilecki on Long/Short Financials Investing, Regional Banks, Non-Banks and Insurance | S08 E08
In this episode, Derek Pilecki of Gator Capital discusses why small‑cap and regional banks are deeply undervalued, trading well below historic 10‑14x PE ranges, and outlines his deep‑value, long/short strategy focused on financial services. He explains the lingering effects of...
Italy's Carbon Reform and the ETS Decree
The episode examines Italy's controversial decree that seeks to shift EU ETS costs from gas‑fired power producers to consumers, aiming to lower wholesale electricity prices and boost industrial competitiveness. Guests Enza Tedesco and lawyer Lorenzo Parola explain the economic rationale,...
Corteva Agriscience Expert Warns 2026 Will Be Challenging, Urges Growers to Prioritize Pre-Emergence and Product Stewardship
Corteva Agriscience’s expert warns that 2026 will be a tough year for growers across all regions, emphasizing the need to invest in pre‑emergence weed control and robust product stewardship rather than cutting costs on cheap post‑emergence applications. He highlights how...
Climate Risk, Capital Pressure, and CRE’s Inflection Point with Thomas Mueller, President & CEO at Canada Green Building Council
In this episode, hosts Aaron Cameron and Adam Pawlik speak with Thomas Mueller, President & CEO of the Canada Green Building Council, about the evolving landscape of ESG and climate risk in Canadian commercial real estate. Mueller highlights the shift...
How to Profit From America’s Housing Shortage – Without Owning a House
In this episode of The Art of Passive Income, host Mark Podolsky and his fellow land investors discuss how to profit from America’s housing shortage by buying cheap raw land and using owner‑financing to generate passive income, without ever owning...
Metals Movers: Stainless Insights with ISSDA’s President
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...
Money Box Live: Student Loan Debate
Money Box Live examines the rising burden of UK student loans, breaking down how tuition and maintenance loans work and the differences between repayment plans, especially the newer Plan 5 versus the older Plan 2. Experts Tom Allingham and Graham Wright explain...
Spring Fertilizer Supply Fears Grow as Iran War Chokes Key Shipping Route
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...
Allowance Vs. Commission: Two Dads Debate the Best Way to Teach Kids Money
In this episode of Front Row Dads, hosts Eric Farewell and founding member Dave Powders debate the merits of allowance versus commission-based money teaching for kids. Dave outlines his hybrid system: a regular allowance split into purpose‑specific jars (save‑to‑spend, wealth,...