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Artificial Intelligence
Sustainability
Climate Change
Tariffs
Fixed Income
Active Etfs
Green Bonds
Inflation
BNP Paribas Asset Management
Emerging Markets
Interest Rates
China
Economic Growth
Emerging Market Debt
Europe
European Central Bank
Indian Equities
Sustainable Investing
ESG Investing
Asia

BNP Paribas Asset Management’s Talking Heads podcast offers in-depth insights on the topics that really matter to investors. Each week, our investment experts join Daniel Morris, Chief Market Strategist, to analyse the market through the lens of sustainability. For more insights, visit Viewpoint: viewpoint.bnpparibas-am.com/ Download the Viewpoint app: onelink.to/tpxq34 Follow us o... more

PublishesWeeklyEpisodes302Founded6 years ago
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Artwork for Talking Heads

Latest Episodes

The US high yield market has weathered recent market turbulence well, but selectivity is becoming increasingly paramount. Jack Stephenson, Senior Investment Specialist, tells Chris Iggo that the outlook for US high yield remains constructive despite ... more

Artificial intelligence (AI) models continue to get smarter and cheaper, spurring adoption and expanding the total addressable market. Pamela Hegarty and Derek Glynn, Co-portfolio Managers of BNPP AM’s disruptive technology strategy provide Daniel Mo... more

The geopolitical pressures forcing Europe to develop an autonomous defence capability are unrelenting. Listen to George Ferguson, Senior Analyst for Aerospace, Defence and Airlines at Bloomberg Intelligence, update Andrew Craig, Co-head of the Invest... more

YouTube

In this special edition, Sophie Dimopoulou, Head of External Distribution in Luxembourg, is joined by Professor Athanasios Platias, Professor Emeritus of Strategy at the University of Piraeus in Greece, and Daniel Morris, Chief Market Strategist at B... more

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Recent Guests

Athanasios Platias
Professor Emeritus of Strategy, University of Piraeus; President of the Council of International Relations, Greece, and Athens Space Think Tank
University of Piraeus; Athens Space Think Tank
Episode: Disrupting the world order
Chi Lo
Senior Market Strategist
BNP Paribas Asset Management
Episode: China: Tech self-sufficiency drive bodes well for growth
Ram Rasaratnam
CIO for Quant Equity Strategies at AXA IM Core
AXA IM Core
Episode: AI: Transforming quantitative portfolio management
Geoff Dailey
Head of US Equities
BNP Paribas Asset Management
Episode: US small caps – Reasons to be cheerful
Johan Play
Senior Portfolio Manager in the Euro Fixed Income Team
BNP Paribas Asset Management
Episode: The grass has become greener for green bonds
Jane Wadia
Head of Sustainability at AXA IM Core, part of BNP Paribas Asset Management
AXA Investment Managers Core / BNP Paribas Asset Management
Episode: Decarbonisation and climate solutions providers to gain new prominence
Ulrik Fugmann
Co-head of the Environmental Strategies Group at BNP Paribas Asset Management
BNP Paribas Asset Management
Episode: Renewable energy in focus amid the energy shock
Stef Abelli
Portfolio Manager in the Euro High-Yield Credit Team
BNP Paribas Asset Management
Episode: High-yield credit – A source of diversification and returns
Thibaut Malin
Deputy Head of Global Money Markets
BNP Paribas Asset Management
Episode: Tackling volatility with public debt money market funds

Hosts

Daniel Morris
Host of Talking Heads
Chris Iggo
Host of Talking Heads
Andy Craig
Host of Talking Heads

Reviews

4.4 out of 5 stars from 39 ratings
  • Insightful podcast

    Knowledgeable material

    Apple Podcasts
    5
    arletteeee101
    United States5 years ago
  • Market Update

    Good short, sharp weekly podcast. The guests and host are very knowledge.

    Apple Podcasts
    5
    ChrisPratt97
    United Kingdom6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Solid host dynamics and data-driven analysis.
Knowledgeable materials that translate complex market moves into practical insights.
Concise weekly updates with strong guest expertise.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#186
Russia/Business/Investing
Apple Podcasts
#246
Colombia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

European small caps offer income and growth
Q: Can you explain why European small caps have outperformed large caps this year?
The outperformance stems from the small-cap index composition, which is more domestically oriented and benefits from exposure to local European economies, whereas large caps are weighed down by luxury groups with pricing power external to Europe and higher valuation multiples. Additionally, earnings downgrades and crowdedness in large caps have pressured their performance, while small caps benefited from resilience in cash flows and valuations.
Disrupting the world order
Q: Do you believe AI will ultimately prove deflationary through productivity gains or inflationary because of the enormous investment in computing power and energy infrastructure?
It will be both: inflationary in the short term due to capital and energy demand, but disinflationary in the longer term as productivity gains spread and economies adjust.
Disrupting the world order
Q: So I will start with you, Professor Platias. The international system we've seen disrupted. Is this a bargaining trick? Is it a Trump thing or is it more structural?
Disruption is structural: the post-world order has ended and we are entering a period of strategic geopolitical competition with power transition and diffusion, particularly with the rise of China and shifting regional dynamics.
AI: Transforming quantitative portfolio management
Q: How is generative AI transforming the research process and model development?
OpenCode enables natural-language querying of code, faster knowledge sharing, and automated coding within set standards, though governance and validation are still required before deployment.
AI: Transforming quantitative portfolio management
Q: What are some examples of how the team is using AI and machine learning in the investment process?
They use neural networks to forecast short-term vol, NLP on earnings calls to gauge management tone, and new data sources like patent data to augment signals, all while maintaining fundamental valuation and quality as core drivers.

Audience Metrics

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Gender Skew
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Frequently Asked Questions About Talking Heads

What is Talking Heads about and what kind of topics does it cover?

This program delivers concise, expert-led discussions on macro markets, fixed income, equities, and sustainable investing, with a heavy emphasis on implications for institutional investors. Episodes spotlight AI's role in portfolio research, inflation dynamics, green and euro credit, and the evolving landscape for multi-asset and ETF strategies, often featuring BNPP AM practitioners alongside guest specialists. A notable through-line is the integration of climate, governance, and technology signals into investment thinking, making it valuable for professionals who steer or influence large asset allocations. Listeners likely appreciate practical frameworks, risk management focus, and timely market updates from a source with deep asset-manage... more

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Which podcasts are similar to Talking Heads?

These podcasts share a similar audience with Talking Heads:

1. Investment Insights
2. BNP Paribas Wealth Management
3. At Any Rate
4. Making Sense
5. Global Data Pod

How many episodes of Talking Heads are there?

Talking Heads launched 6 years ago and published 302 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Talking Heads?

Recent guests on Talking Heads include:

1. Athanasios Platias
2. Chi Lo
3. Ram Rasaratnam
4. Geoff Dailey
5. Johan Play
6. Jane Wadia
7. Ulrik Fugmann
8. Stef Abelli

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