Markets and the Middle East
As the conflict in the Middle East expands to include Lebanon and Iran, markets are responding with surprising nonchalance. Why? And will that last? Today on the show, Katie Martin and capital markets...
3 Okt 202416min
Is the China stimulus package enough?
Last week China announced it would be providing low-cost funds to investors in both equities and the property market. The nominal effects were immediate, and the country’s stock market has recently ri...
1 Okt 202416min
Immigration and unemployment
When discussing the economy after the interest rate cuts last week, chair of the US Federal Reserve Jay Powell made an interesting comment about jobs numbers and immigration. “If you are having millio...
26 Sep 202419min
The case for small and mid caps
As the Federal Reserve starts to lower interest rates, a perennial theory has returned: that small and mid caps will, for a time, grow more quickly than the S&P 500. Today on the show, Katie Martin, R...
24 Sep 202422min
Federal Reserve puts on enormous party hat
In a massive surprise on Wednesday, one of Rob Armstrong’s predictions turned out to be right. The Fed did indeed cut interest rates by half a percentage point. A cut this big is deeply unusual, and n...
19 Sep 202418min
What is Apollo, anyway?
Apollo Global Management is publicly traded and one of the largest alternative asset managers in the world. But what does it really do? Today on the show, Rob Armstrong asks reporters Sujeet Indap and...
17 Sep 202422min
How Ireland got too much money
Forty years ago Ireland had a high number of emigrants and very few multinational corporations. Then it became a tax haven. Today, the country is the headquarters for the European arms of companies su...
12 Sep 202421min
The Fed: will it be 25 or 50?
Will the US central bank lower interest rates by 25 or 50 basis points? Fed chair Jay Powell has hinted rates are coming down, but not by how much. Today on the show, Katie Martin and Rob Armstrong ta...
10 Sep 202420min
