BM Talks
Sensible Market Commentary
Episodes
We are joined in our latest edition of BM Talks by Alex Patelis, who served as Chief Economic Adviser to Greek Prime Minister Kyriakos Mitsotakis between 2019-2024. Alex also worked in investment banks including as Managing Director of Global Research at Merrill Lynch and studied under Ben Bernanke for his PhD from Princeton.
We asked:
- Ten years ago, Greece voted No in a referendum to a bailout, only for the new Prime Minister A...
We are joined in our latest edition of BM Talks by Rachel Ziemba, founder of Ziemba Insights. She is an expert in sanctions and trade policy with a focus on oil markets in the Middle East. Her substack has the ever-more relevant name of "Weaponized Economy".
We asked:
- What happens to the oil price given the Iran/Israel conflict?
- What will be the response of the GCC countries and China?
- How will Trump's trade po...
We are joined in our latest edition of BM Talks by Dr Nigel Bowles, who taught American politics and history at Oxford and Edinburgh universities, along with authoring many books such as "Government and Politics of the United States".
We asked:
- Does the US Constitution prevent an authoritarian President?
- Can the US President remove the Federal Reserve Chair?
- Are tariffs the exclusive power of the executive branch?
- Is ...
We talk to Meyrick Chapman, Principal and Founder of Hedge Analytics Ltd, about:
- How should we look at the US trade balance?
- What was the "glitch" in The Matrix on Liberation Day?
- What does the Moody's downgrade mean for US debt?
- Where could systemic risk emerge?
- Why does the market respond dramatically to known unknowns?
We asked Ben Ashby, CIO of Henderson Rowe:
- What next for the S&P500?
- What is the Eurodollars market and why does it matter?
- Is Trump trying to accelerate a long term rebalancing of the global economy?
- Where could systemic risk emerge?
- What countries are vulnerable in a new era for foreign policy?
Rob Ford, Professor of Politics at Manchester University and co-author of Brexitland, talks to us about:
- What will happen in the 3 by-elections
- What this means for the UK General Election
- The new division between voters
- Why Nigel Farage isn't done yet
- The outlook for UK politics
This is an episode from our archives.
We spoke to Kweku Adoboli, the former UBS trader who went to prison for rogue trading that was uncovered in 2011. In the summer of 2018, having served his time, he spoke to us about the mechanics of marketing making and prop trading in ETFs and other Delta One products. He explained how he used proxies for volatility to hedge positions and how this can lead to hidden leverage within t...
We asked Hugh:
- What assets does he want to own this year ?
- What does he think about inflation?
- What was his favourite trading day?
- Which policymaker is getting it right?
He shares how he was once under attack by Robert Mugabe as well as waxing biblical from his Caribbean island.
We asked:
- Will China invade Taiwan?
- Can China meet its growth target?
- What does China think of Liz Truss?
- What is Xi Jinping's ideology?
- What are China's demographic challenges?
- And finally... what is the best programme on Chinese TV?
We asked:
- Will there be a UK recession this year?
- Will Working From Home solve the Productivity Puzzle?
- Is Rishi Sunak doing a good job?
- Who is his favourite UK Chancellor?
- How has business journalism changed?
- And of course... what's his favourite joke?
We asked:
- Is Gold still an inflation hedge?
- When is Gold a safe haven?
- How does Gold fit into a portfolio?
- How does Gold compare to Crypto?
- How liquid is the Gold market
- Have central bank holdings of Gold changed?
Former British Ambassador to the United States, Sir Christopher Meyer talks to us about the upcoming US elections, the role of China, the UK under Boris Johnson and the future of the European Union. He explains the greatest challenges he faced in his term as Ambassador, including the 9/11 terror attacks, as well as the greatest leaders he ever met.
We asked:
- Who will win the US mid-term elections?
- What is Joe Biden re...
We asked:
- What happens to inflation?
- Can central banks hold their nerve?
- What does the post-pandemic economy look like?
- Do investors still need bonds in their portfolio?
- Where are the opportunities in Emerging Markets?
- What is the future of the EU?
We asked:
- What does the future of asset management look like?
- Where do ETFs fit in?
- Can blockchain revolutionise the industry?
- How has the virtual world worked during the pandemic?
- In the search for yield, where do the opportunities lie?
- What advice can you give someone starting out in the industry?
- What are the prospects for the Union of the United Kingdom?
We asked:
- What can we learn from the response to the Spanish Flu?
- Are we going back to the inflation of the 1970s?
- How does the Technological Revolution compare to the Industrial Revolution?
- Are central banks and governments pursuing MMT?
- What happened to the Bond Vigilantes?
Philip Coggan writes the Bartleby column in the Economist. He started a life in journalism when they used typewriters. He has experienced s...
Helen asked about China, NZ approach to them, how aggressive will China be and can it drive a wedge between NZ and Australia?
NZ has always had a good relationship with China, the Five Eyes has morphed into making political statements not intelligence ones. NZ is in ANZUS, ok it’ somewhat on ice as far as NZ goes but when John was PM he sent their SAS to Afghanistan. We, along with Britain and many others observe a one China polic...
We asked:
- How has QE evolved since the financial crisis?
- What are we to make of increased borrowing by governments?
- What is the major source of systemic risk today?
- What is causing wobbles in the bond market?
- How far can we make a comparison between 2020 and 2008?
- What will happen to the US Dollar?
- What is the outlook for stocks, bonds and alternative assets?
We asked:
- What is the Ireland/Northern Ireland Protocol?
- What happened over Article 16 and why?
- What are the immediate implications for NI businesses?
- How much friction is there between EU vs UK, UK vs ROI etc?
- Will we see a United Ireland and Independent Scotland in 10 years?
- Will we return to violence?
Our speakers are from either side of the debate.
We asked:
- What is going to happen to inflation, interest rates and volatility?
- What will the Fed do?
- What measure of inflation is the best one to follow?
- What is the risk from investing in mortgage securities?
- What part does convexity play in interest rate markets?
- How did you trade last March?
- Where is there now value in the markets?
We asked:
- What does the post pandemic world look like?
- What sectors will struggle and which will not
- Was the massive intervention of March 2020 a massive bail out?
- What advice would you give the Fed?
- What will happen to Europe with leadership changes?
- Britain after Brexit?
- What will Biden achieve?
Popular Podcasts
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Special Summer Offer: Exclusively on Apple Podcasts, try our Dateline Premium subscription completely free for one month! With Dateline Premium, you get every episode ad-free plus exclusive bonus content.
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.
The Megyn Kelly Show is your home for open, honest and provocative conversations with the most interesting and important political, legal and cultural figures today. No BS. No agenda. And no fear.