Need to know podcasts

Sarah Muir and Alan Higgins discuss recent US CPI, ongoing debt ceiling negotiations and the impact of geopolitical shocks on markets.

Investment scams special with Jamie Bartlett, the man behind the BBC’s hit podcast series The Missing Crypto Queen. Jamie talks about the three psychological tricks scammers play on potential investors.

Ben Allen sitting in for Sarah Muir this week. Ben and Alan consider ongoing US debt ceiling negotiations and the impact if an agreement can’t be reached. Plus expectations for the latest US CPI report and thoughts on the launch of Ireland’s very own sovereign wealth fund.

As the Bank of Japan’s new governor Kazuo Ueda settles into his role, Sarah Muir, James Hawkes and Alan Higgins focus on the BoJ’s yield curve control policy, what to expect from Ueda and how policy changes may impact global markets.

US earnings season take centre stage with a focus on how banks have done following Q1’s banking sector stress, the resilience of the US consumer and why markets are good at discounting negative news.

US corporate earnings surprise to the upside, the latest Global Fund Managers’ survey from Bank of America and positive economic news from China. 

The latest US data and what it tells us about inflation, Bitcoin bounces back and how emotions impact investors’ returns.

A look ahead to Good Friday’s US jobs report, UK GDP for 2022 gets revised up and a lone bullish voice in a forest of bears.

Thoughts on last week’s mini banking crisis and the impact on Fed policy going forward. The tactically bearish case for equities.

Sarah Muir and Irene Wolstenholme from Coutts Wealth Structuring look at the key takeaways from last week’s budget, including changes to pensions, corporation tax and fiscal drag.

Sarah Muir and Alan Higgins reflect on US CPI, this week’s central bank meetings and thoughts on the latest news on Credit Suisse.

Sarah Muir and Alan Higgins look at the collapse of Silicon Valley Bank and how it may impact markets and US Federal Reserve Policy.

It’s a big week for events in the US with Jerome Powell testifying  to Congress and the latest US jobs report. Plus what lies behind the decision by UK companies top list in the US and a look at private debt league tables.

In this week’s episode Sarah Muir and Alan Higgins look at the latest super-hot US inflation data, Warren Buffett on share buy backs and who are the league leaders for household and government debt and why the UK might not be as bad as you think.

From yield curves and bond yields as a recession predictor to why central banks fixate on 2% inflation. Plus, one year on from the invasion of Ukraine, the impact geopolitical events have on markets.

In this week’s bonus special episode Sarah Muir and Alex Liddle look at the war in Ukraine, how we got to where we are now, the prospects for a Spring offensive and how a resolution to the conflict might be established.

Sarah Muir and Coutts multi-asset strategist David Broomfield unpack Tuesday’s US CPI report – what lies behind the stickier elements to inflation, market reaction and what the latest number tell us about future Fed policy.

Alan Higgins and Sarah Muir discuss Groundhog day for the Fed, Last Friday’s surprisingly hot US non-farm payroll report. Plus Adani and the power of short sellers.

Sarah Muir and Alan Higgins discuss the so-called January effect on markets, this week’s central bank meetings and why it’s all about the guidance. And last but not least Elon Musk’s Twitter debt.

Sarah Muir caught up with Coutts multi-asset strategist, David Broomfield to discuss Bank of Japan’s yield curve control policy and why a shift in policy could have a profound impact on global markets.

Alan Higgins and Sarah Muir discuss what the UK gets right and wrong, market surges and value stocks vs growth stocks.

Howard Sparks and Alan Higgins join Sarah Muir to discuss US earnings season – why it’s so important, what we’ve learnt so far what to expect from upcoming reports.

Monique Wong joins Sarah Muir to discuss the macro outlook and investment  opportunities for 2023. Plus how might China reopening impact inflation?

Kicking off the new year with a look at the three key themes that dominated 2022 and look set to dominate 2023 – the probability of recession, plus the outlook for equities and bonds.