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April 19, 2025 52 mins

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Episode Title:🇺🇸High Stakes: The Poker Game of Global Markets and Economic Power🇺🇸

We’ve got a real treat for you today on the 💵 ℙ𝕠𝕨𝕖𝕣𝕗𝕦𝕝 𝕎𝕠𝕞𝕖𝕟 𝕚𝕟 𝕎𝕒𝕝𝕝𝕤𝕥𝕣𝕖𝕖𝕥 & 𝕄𝕠𝕟𝕖𝕪💵 series on Heads Talk. Not just because of the exceptional guest (who I’ll introduce in a moment), but because of what she brings. A rare blend of market intelligence, macro strategy, and the kind of insight that shapes how institutions move billions. 

You know those conversations where every sentence is a data drop? This was that. Clear-eyed, forensic, and ahead of the curve. We dove into the mechanics behind the market calls that ripple through Wall Street. 

And if that weren’t enough, we revisited one of my favourite themes. Back in 2021, I first spoke to the brilliant Schaad about the eerie echoes of the 1920s. Since then, a wave of 2.0s has been unfolding… could one of them be 1929? You’ll have to hear what the experts think.

Gina Martin Adams, Chief Equity Strategist and Global Head of Portfolio Strategy at Bloomberg, is a leading authority in equity strategy and portfolio management, known for her expertise in fundamental, quantitative, and technical analysis. A top-ranked strategist, she has shaped market outlooks, sector strategies, and investment allocation at major institutions for decades, leveraging data-driven insights, macro trends, and sector rotation models.

Prior to Bloomberg, she led U.S. Equity Strategy at Wells Fargo Securities and held key roles in Economic Analysis and Investment Strategy at Wachovia Bank and Evergreen Asset Management.

Topics Covered:
◽️Trump’s Tariff Gambit: Stock Market Ripples, Global Trade Wars & Investment Shifts
◽️Currency & Power Shifts - De-dollarisation or Devaluation?
◽️Playing Poker with the International Markets?
◽️Potential IPO Issuance Freeze in Early 2025
◽️Echos of the 1920s? Assessing Risk of Great Depression 2.0: Are Current Economic Indicators Misleading?
◽️Equity Market Speculation Narrowly Focused on Tech
◽️From Tweets to Trades Sentiment Analysis Moves the Market
◽️Use of NLP
◽️Behavioural Finance, Psychological Biases, and Bloomberg Pulse Model
◽️Gut Check - Gut Instinct vs Data
◽️Preparing for the Unpredictable - Black Swan Events & Tail Risks in Financial Markets

NB: This was recorded prior to Trump’s “Liberation Day” announcement. All the more reason to tune in for the insights... and foresights.

So download⏳grab a cup of Bird & Blend Tea Co. Blueberry and Peach Tea ☕️& have a listen🛋

Episode Sponsored by
◽️Accxia - Europe's Largest Private Cloud for Atlassian

In Partnership with
◽️Money 2020 Europe - Heads Talk Discount code HDT200

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