Episodes
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The dangers of investor groupthink
Investor sentiment is highly optimistic surrounding the U.S. markets due to expectations linked to American exceptionalism and upcoming policy changes under the Trump administration.
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Microsoft bets on AI healthcare
European NATO members are considering increasing their defense spending target to 3% of GDP.
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Can big oil escape the ‘valley of death’?
Qatar's sovereign wealth funds are targeting aggressive investments in technology and healthcare, capitalizing on increased LNG revenues.
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Vanguard doubles down on wealth management
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Syrian rebels topple Assad regime
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The geopolitics of chips: Chips in the USA
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Swamp Notes: America’s first ‘Bitcoin president’
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The never-ending Trump effect on US stocks
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UK uncovers criminal crypto network
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French prime minister faces no-confidence vote
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OpenAI explores advertising
CEO changes at Intel and Stellantis highlight struggles within major corporations amid industry downturns.
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Where does the ceasefire leave Hizbollah?
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The Economics Show: Would Trump’s tariffs really be that bad?
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France’s bond market sell-off
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Canal+’s blockbuster London listing
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Ceasefire deal reached in Israel-Lebanon war
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Kennedy injects uncertainty into big pharma
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Wall Street’s ‘sigh of relief’ over Trump’s Treasury pick
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The Economics Show: What does a Trump presidency mean for immigration?
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Swamp Notes: Anthony Scaramucci unpacks Trump’s cabinet
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