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Macro Voices

Hedge Fund Manager Erik Townsend

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Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
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BMO Smarter Investing is a podcast series that's all about helping you make smarter investment decisions. Join top BMO economists Douglas Porter, Sal Guatieri, and Jennifer Lee each month as they discuss the latest market developments and insights. For more information about how you start investing with confidence, visit bmo.com/onlineinvesting.
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Evoke 20-Minute Market Outlook is a quarterly podcast hosted by Alex Shahidi, Co-CIO of one of the largest RIAs in the country. Alex and his Evoke colleagues, Damien Bisserier (Co-CIO) and Michael Marco (Senior VP, Investment Research) share thoughts about the current economic and market environment. Subscribe today.
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Mintel Little Conversation

Mintel Little Conversation

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Little Conversation brings you fresh ideas and new perspectives on how consumers eat, drink, shop, groom and think. From the rise of veganism to the future of social media and the urgency of sustainability in beauty, Mintel experts discuss key topics affecting today’s consumers in a fun, entertaining and informal way.
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Noah Brooks, Good Life Director and Chief Investment Strategist, and Chris Needs, Research Analyst, geek out – ahem, “enthuse” – over the markets and the investment landscape for an artful discussion on relevant and interesting influences and impacts to the economy and your financial outlook.
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Capital Economics, a world leading provider of macroeconomic insight, presents The Weekly Briefing – the show with all you need to know about what's happening in the global economy and markets. From the Fed's next move to China's slowdown to the global housing bust, each week, our team of economists take apart the big economic and market stories and highlight the issues that investors should be paying more attention to.
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Fixed Interests

Fitch Ratings

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From global macroeconomic trends to impacts on the credit markets to regulatory and political changes, Fixed Interests delivers your economic update in 15 minutes or less.
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Simply News has released a new show: ”Simply Economics, from Mexico”. This podcast is a daily news show covering articles about economics that are written in Spanish for Mexican audiences. The podcast is fully AI-generated, with a team of AI news agents working together to find stories, translate articles, and produce the show.
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Rabobank's RaboResearch Food & Agribusiness team has 90 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer ...
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Commonwealth Bank of Australia’s Global Economic & Markets Research team will cover off on the latest market and economic news and dive deep into the big issues impacting the Australian and global economy. Information in this podcast is of a general nature only. It does not take into account your objectives, financial situation or needs and does not constitute personal financial advice.
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The EY Podcast features experts from the world of business offering insights and analysis on a wide range of topics. From the latest CEO outlooks, to tax transformation, finance operations, economic trends and many more, the EY Podcast provides a comprehensive, cross industry view of the most topical issues impacting organisations and society, at your fingertips.
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Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
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On the Optimistic Outlook, Barbara Humpton, CEO of Siemens USA, engages listeners in the technological transformation occurring across American industry and infrastructure. Episodes not only examine challenges related to climate, workforce and digital transformation but offer solutions and a path forward by deploying readily available technologies. Barbara’s visionary perspective is designed to spark bold thinking among listeners, urging them to innovate toward a sustainable and eco-friendly ...
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Independent Institute Podcast

Independent Institute

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Independent Institute Podcast features two series: Independent Outlook and Independent Conversations. Independent Outlook is a regular round-table conversation that provides timely insights and cutting-edge commentary on the most pressing issues of the day. It features Independent’s Graham H. Walker (President), Williamson M. Evers (Senior Fellow), and as well as additional Independent Institute fellows and other special guests. Independent Conversations are timely one-on-one conversations b ...
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Hello, and welcome to Simple, but Not Easy, where we turn complicated financial developments into actionable ideas. This is a podcast from Morningstar’s Wealth Group, where we equip financial advisors with our best ideas to remove friction and help clients achieve goals.
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alicast by Alibaba Group

alicast by Alibaba Group

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An in-depth exploration of China’s vibrant digital landscape, where technology and AI converge to shape the future. Join us as we delve into groundbreaking innovations, emerging tech trends, and the transformative power of artificial intelligence. We'll feature insights and strategies from trailblazing entrepreneurs at the forefront of this revolution. Brought to you by Alibaba Group, a pioneer in China’s versatile tech ecosystem.
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The Sustainability Agenda is a weekly podcast exploring today’s biggest sustainability questions. Leading sustainability thinkers offer their views on the biggest sustainability challenges, share the latest thinking, identify what’s working --and what needs to change -- and think about the future of sustainability.
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When the future becomes increasingly uncertain, investors need to cut through the noise and think beyond the obvious answers. In season three of The OUTThinking Investor, an award-winning podcast from PGIM, global thought leaders and PGIM experts will bring their unique perspectives for the year ahead and beyond. Is inflation finally on the retreat? Can labor markets withstand an economic slowdown and demographic headwinds? Will the tense geopolitical climate ease or escalate? What is the ou ...
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Smart People Podcast

Smart People Industries

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Smart People Podcast is a biweekly, interview-based podcast that features today's most well respected thought leaders engaging in authentic, insightful conversation for the benefit of the listener. The host, Chris Stemp, and his co-host/producer Jon Rojas, utilize their insatiable curiosity and relatable charm to provoke their guests into giving the interview of a lifetime. Every single guest has achieved a high level of recognition within their arena and in doing so has collected a wealth o ...
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Radio Davos

World Economic Forum

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How do we solve the world’s biggest challenges? From climate change to inequality; the rise of big tech and rapid changes in how we live and work. Radio Davos talks to the people who have the ideas, the passion and the power to make change happen in a way that benefits all of us.
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What economic trends today will set the stage for the future? How will legislative actions impact student financial aid? What accounting policy or reporting changes are on the horizon? Navigating the business of higher education institutions requires knowledge about a variety of issues—from finance to campus security. In this podcast series, hear colleagues, experts, and industry leaders explore issues, provide best practices, offer solutions to new questions that may not have been asked bef ...
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Intelligence Squared

Intelligence Squared

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Intelligence Squared is the home of lively debate and deep-dive discussion. Follow Intelligence Squared wherever you get your podcasts and enjoy four regular episodes per week taking you to the heart of the issues that matter in the company of the world’s great minds. We’d love to hear your feedback and what you think we should talk about next, who we should have on and what our future debates should be. Send us an email or voice note with your thoughts to podcasts@intelligencesquared.com or ...
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Market Outlook in conversation

Westpac Institutional Bank

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Westpac Senior Economists discuss key economic themes published in the monthly Westpac IQ 'Market Outlook' report. Any information provided in this podcast is general in nature and has been prepared without taking into account any personal circumstances.
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CNBC's flagship show in Europe sets you up with everything you need to know for the European business day. Anchors Steve Sedgwick, Karen Tso and Arabile Gumede engage in unscripted and dynamic debate on the day's top stories. They are joined by leading business executives, policymakers, financial strategists, fund managers and other newsmakers to provide original points of view and instant analysis of the latest business news and key market themes.
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The Negotiation

WPIC Marketing + Technologies

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Despite being the world’s most potent economic area, Asia can be one of the most challenging regions to navigate and manage well for foreign brands. However, plenty of positive stories exist and more are emerging every day as brands start to see success in engaging and deploying appropriate market growth strategies – with the help of specialists. The Negotiation is an interview show that showcases those hard-to-find success stories and chats with the incredible leaders behind them, teasing o ...
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Welcome to HSBC Business Editions- MENAT, a podcast series hosted by HSBC in MENAT. Join us as we bring you insights from regional business owners, HSBC leaders and market experts, covering a wide range of topics, from improving business performance to addressing market challenges and adopting new strategies to future-proof your company. Discover how HSBC can help your business by visiting your local HSBC Business country website. Subscribe now to stay updated with our latest episodes. Hoste ...
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Invest Like a Boss

Sam Marks Johnny FD Derek Spartz

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Interviews with the world's best investors and find out what they are currently investing in whether it be the stocks, retirement accounts, Wealthfront, Betterment, Vanguard, mutual funds, real estate, Forex, REITs, or other types of Investing methods. Millionaire and Entrepreneur Sam Marks, Johnny FD & Derek Spartz invest alongside listeners as they share their personal portfolios as they save their hard earned money for travel, life and retirement. Invest Like a Boss covers all aspects of ...
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Economic Perspective

NC State University CALS

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Keep up with the latest economic news with NC State University’s Dr. Mike Walden. In this weekly podcast, Walden gives his take on economic issues, ranging from wage growth to gas prices to public policy decisions, with a special focus on North Carolina.
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STR: Suspicious Transaction Report

Royal United Services Institute

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From the team analysing the intersection of finance and security, tune into compelling conversations on the real-world impact of global illicit finance. This podcast explores the financial dimensions of today’s leading transnational security challenges. Host Tom Keatinge and the team from the Centre for Finance and Security at RUSI bring you unique insights on the challenges posed by illicit finance and practical analysis of the policy responses. They interview top thinkers and influential v ...
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FEG Insight Bridge

FEG Investment Advisors

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The FEG Insight Bridge is a podcast spanning global markets and institutional investments. Greg Dowling, FEG CIO and Head of Research, interviews some of the world’s leading investment, economic, and philanthropic minds to provide insight on how institutional investors can survive and thrive in the world of markets and finance. Find out more at www.feg.com/insight-bridge-podcast. Disclaimer: This podcast is for informational purposes only and should not be relied upon as a basis for investme ...
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show series
 
As the U.S. elections approach, we explore the potential economic impacts on Latin America, particularly regarding trade and tariffs under different leadership scenarios. Additionally, Lorie Logan from the Federal Reserve discusses the outlook for gradual rate cuts and their implications for the U.S. and Mexican economies. Join us on Simply Economi…
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In this week's episode of the Monday Espresso podcast, Scott Truter and Sarah Todino discuss falling inflation, central bank moves & China's economic outlook. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s vi…
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The global interest rate cut cycle has started. And there are many more interest rate cuts ahead across most major economies. CBA’s view is that the interest rate cuts will improve global economic outlook in 2025. In the latest podcast, Joseph Capurso, Head of International and Sustainable Economics, and John Oh, Sustainable Economist sit down to d…
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Paul Johnson is the economist who has set the terms of so much political debate over the past few decades in Britain. Having served as Director of the Institute for Fiscal Studies since 2011, his expertise on matters of public spending and global economic trends have provided invaluable insight to the public and policymakers alike. Johnson’s column…
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Is the US facing a hard landing, a soft landing or no landing? Have stimulus announcements fundamentally changed the China equities story? How should investors trade risks around the US election? Raymond James CIO Larry Adam joins Group Chief Economist Neil Shearing on the latest episode of The Weekly Briefing from Capital Economics. They talk to D…
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Gary Younge has had a ringside seat during the biggest events in modern Black history: accompanying Nelson Mandela on his first election campaign, joining revellers on the southside of Chicago during Barack Obama’s presidential election victory, entering New Orleans days after Hurricane Katrina, covering the rise of Black Lives Matter and interview…
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Emma Higgins and Michael Harvey bring back some key learnings and takeaways for our listeners in New Zealand and Australia following a recent trip to the US that centred around the World Dairy Expo in the heart of the US dairy industry, Wisconsin. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.raboban…
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David Wang, Professor at the Virginia Tech Dept. of Economics and former Credit Suisse Head of APAC (ex-Japan)Economics, joins us to discuss deflationary risks in the Chinese economy and whether the recent policy stimulus can address these pressures. (00:00) - Introduction (01:31) - China’s Economic Prospects (05:10) - Drivers of deflationary press…
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Independent retail chains selling gas and food are becoming an economic force benefiting consumers. So what are the best convenience store chains in the nation? Clark delivers new rankings from the American Customer Satisfaction Index. Also today - One reason the U.S. economy is faring better than most other developed economies in the world is Amer…
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True to Steve Jobs' prediction, the iPhone really did change everything. But was it the device itself...or apps that made the digital world easier to access for non-tech experts? This episode explores a tech breakthrough that happened 15 years after Jobs' famous consumer product release, when Siemens launched a digital business platform with a diff…
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In this episode, we analyze the recent 0.3% contraction of the Mexican economy in August, marking a significant downturn driven by declines in agriculture and construction. We also discuss Senator Ricardo Anaya's assertion that recent judicial reforms are exacerbating economic instability, creating a precarious situation for the nation. Join us on …
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The IMF hikes its U.S. forecast for 2024 but Germany weighs on the European outlook. The IMF’s Director of the Monetary and Capital Markets department, Tobias Adrian tells CNBC there are reasons for optimism. The S&P 500 suffers its first back-to-back session loss since September as investor attention turns to the dollar. Markets are now increasing…
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Are you tired of quick fixes and short-term thinking? Do you want to make a lasting impact but feel stuck in outdated systems? In this episode we interview one of the all-time greats, Seth Godin, about his new book, This Is Strategy: Make Better Plans. Tune in to learn how to drive positive change, whether you’re revolutionizing an industry, sparki…
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Our Medical Technology expert analyzes the medical potential and market opportunity in technology that allows direct communication between the human brain and an external device. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Kallum Titchmarsh, from Morgan Stanley’s U.S. Medical Technology Team. On today’s episode – a dive into a top…
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Fresh Produce Analyst Pia Piggott joins Senior Fresh Produce Analyst Gonzalo Salinas to discuss the latest global table grape outlook, exploring trends in production exports and demand. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch di…
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Our Consumer Action Center is getting a lot of calls about a growing text message scam that appears to be from your credit card company. Know how to spot it so you don’t get taken. Also, Clark shares some ways restaurants at all levels are exploring ways to cut costs. Know what to look for to save more on dining out, including smaller portions for …
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A late rally from Big Tech stocks pushes the Nasdaq to the brink of a fresh record high as earnings season begins in earnest. German computing giant SAP hikes its FY guidance following a top and bottom-line Q3 beat on the back of strong cloud revenues. Maersk raises its FY outlook for the fourth time this year. In autos news, monthly new car sales …
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Is the circular economy just another form of sustainability? In this premiere episode of the Circular Curious season, Emma Elobeid and Lou Waldegrave explore the key overlaps and core differences between sustainability and the circular economy and discuss some of the common pitfalls in conflating these two vital yet distinct practices. Would you li…
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Our CIO and Chief U.S. Equity Strategist explains his preference for cyclical stocks amid a rise in global money supply and current US election dynamics. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief US Equity Strategist. Along with my colleagues bringing you a variety of perspectives, tod…
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How should we remember Napoleon, the man of obscure Corsican birth who rose to become emperor of the French and briefly master of Europe? In this archive debate from 2014, as the 200th anniversary of the Battle of Waterloo approached, Intelligence Squared brought together two of Britain’s finest historians to debate how we should assess Napoleon’s …
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Join Senior Agriculture Analyst Emma Higgins and Senior Market Strategist Ben Picton as they discuss the Reserve Bank of New Zealand's recent decision on the official cash rate, how the New Zealand economy is positioned, and what could lay ahead for interest rates. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at h…
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Today’s mandatory arbitration abuses trace back to a law passed a century ago, repeatedly upheld to deny citizens their right to a day in court. Clark shares yet another case in point. Also in this episode- open enrollment is an opportunity to choose among health care plans which offer one of Clark’s favorite tools for long term financial security.…
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From bespoke gene editing to AI-powered healthcare, we are living in an age of breakthroughs propelled by advances in AI. What are the trade-offs societies and industries need to manage as AI adoption progresses? Speaker: Erik Brynjolfsson, Jerry Yang and Akiko Yamazaki Professor; Director, Digital Economy Lab, Stanford University Host: Zeina Soufa…
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In a remarkable shift, Mexico has become the leading supplier of advanced technology products to the United States, surpassing China and Taiwan. This episode explores the implications of this change for global trade dynamics and the U.S. economy. Additionally, we discuss the recent increase in the U.S. budget deficit to 6.4% of GDP, raising concern…
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While betting markets currently show Trump in the lead, Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, believes the US election remains too close to call. In this edition of Macro Monday, he explores research on the implications of a win for either candidate on US growth and inflation. Other topics incl…
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The PBOC cuts its benchmark lending rate to provide more support for the economy. The Shenzhen Composite moves higher as a result. In the U.S., Wall Street posts its longest streak of weekly gains so far this year on the back of lower rates and earnings optimism. Fitch confirms Italy’s credit rating and boosts its outlook to ‘positive’ in a sign th…
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Brent O’Guin, artificial intelligence strategist and architect at the Georgia Institute of Technology speaks with Neil Gavigan, policy and advocacy manager at NACUBO about his work leading generative AI integration across the institution. Stating “you don’t have to wait to start getting value from AI,” Brent shares his experiences helping staff bui…
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Murat Ulgen, Global Head of Emerging Markets Research, considers the impact of Fed rate cuts and China’s stimulus package on EM assets and outlines the results of our latest survey of emerging market investors. Disclaimer: https://www.research.hsbc.com/R/101/JjchhxQ. Apple Podcast - https://podcasts.apple.com/ae/podcast/hsbc-business-editions-menat…
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Kristina Clifton and Joseph Capurso discuss the top three influences impacting currency markets including the upcoming US election, interest rate differentials which have moved in favour of the Australian dollar, and the Bank of Canada’s interest rate decision this week. ------ DISCLAIMER ------ Before listening to this podcast, you are advised to …
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Dame Maggie Aderin-Pocock is an award-winning space scientist, broadcaster, author and familiar face from the BBC's The Sky at Night programme. She's also Chancellor of the University of Leicester and for this episode she joins us to discuss her new book, The Story of the Solar System: A Visual Journey. In conversation with Aderin-Pocock for the po…
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The strength of the labour market continues to surprise. In this week’s podcast, Economist Harry Ottley and Senior Economist, Belinda Allen discuss the recent strength in the Australian labour market and outline the implications for the RBA. They also talk through some of the thematic research the Aussie economics team published last week on inflat…
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The escalating violence from drug trafficking in Sinaloa has led to a staggering economic collapse, with losses estimated at 625 million pesos and thousands of jobs lost. This episode examines the dire consequences of the drug war on local businesses and the community, highlighting the urgent need for government intervention and potential solutions…
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In this episode of Alicast, host Selina Zhang takes us inside Alibaba’s headquarters in Hangzhou to explore how artificial intelligence is transforming global business operations. Joining the conversation is Kaifu Zhang, Vice President and Head of AI Initiatives at Alibaba International Digital Commerce Group (AIDC). From empowering small merchants…
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The upcoming review of the T-MEC agreement marks a crucial moment for Mexico's economy, with trade officials from Canada and the U.S. gathering to discuss Mexico's role as 'the factory of North America.' We explore the implications for local industries, job creation, and economic growth. Additionally, Octavio de la Torre, President of CONCANACO SER…
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Our Head of Corporate Credit Research Andrew Sheets discusses why uncertainty around the election’s outcome could be detrimental for credit investors. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, toda…
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Donald Trump says ‘tariff’ is “the most beautiful word in the dictionary”. That’s up for debate – but what’s less arguable is that raising taxes on imports as much as the Republican presidential candidate is threatening would be bad trade policy, according to Group Chief Economist Neil Shearing. He’s on the latest episode of The Weekly Briefing fro…
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Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Also today, criminal rings are heavily engaged in cell phone theft now, and they’re after your financials. Know what to do before, and after the loss or theft of your cell phone - just in case. Clark Stinks: Segments 1 & 2 Cell Phone Thef…
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Host Tom Keatinge sits down with CFS Associate Fellow Stephen Reimer and international lawyer Ishita Chakrabati to discuss how authoritarian regimes are abusing the Financial Action Task Force (FATF) standards. Drawing on insights from a two-year RUSI study, this episode analyses how the FATF standards, which aim to tackle money laundering and terr…
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