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The Algebris Podcast

Algebris Investments
Tariffs
China
Obesity
Europe
Interest Rates
United States
Inflation
Glp-1 Drugs
US Dollar
Global Trade
US Economy
European Banks
Gender Pay Gap
Eli Lilly
Novo Nordisk
Dollar
Sustainability
Financials
Germany
Precision Agriculture

From current affairs to economy and policy matters – listen to the latest insights from the voices of our experts. The Algebris Podcast. Thinking differently, acting aware.Please read the disclaimer here www.algebris.com/podcast-disclaimer/

PublishesInfrequentlyEpisodes35Founded3 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Algebris Podcast

Latest Episodes

Markets have adapted to a new, less orthodox economic order, supported by expansionary fiscal policies and more accommodative central banks. Artificial intelligence is seen as the main driver of growth, although for now its impact remains more percei... more

A single query on ChatGPT can consume up to 10 times the energy of a traditional search, highlighting the urgent need to address infrastructural and environmental challenges.Datacentres currently account for around 2% of global energy demand, with es... more

The United States is facing growing uncertainty due to rising tariffs and a projected $10 trillion in debt issuance, which is pressuring markets and weakening confidence in the dollar. Investors are increasingly hedging as they doubt the administrati... more

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Doug
Host of The Algebris Podcast

Chart Rankings

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Apple Podcasts
#43
Italy/Business/Investing
Apple Podcasts
#166
Italy/Business
Apple Podcasts
#229
Singapore/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The Algebris Bullet | It's not Easy Like Sunday Morning (Gabriele Foà)
Q: What does this mean for the outlook for global credit markets?
He indicates that while the credit market is currently tight, there are significant opportunities for selective investing in bonds, contrasting the current environment with the previous 'buy everything' market.
The Algebris Bullet | It's not Easy Like Sunday Morning (Gabriele Foà)
Q: How do you see the ongoing geopolitical conflicts impacting risk assets?
Foà suggests that the situation in Ukraine may lead to positive scenarios for risk assets, while tensions in the Middle East could have more negative implications for risk assets as geopolitical situations evolve.
The Algebris Bullet | It's not Easy Like Sunday Morning (Gabriele Foà)
Q: What does the upcoming U.S. election mean for fiscal policy and the broader economy?
Foà highlights that U.S. fiscal policy has turned very expansionary and suggests that the election could act as a pivotal moment to refocus on fiscal risks, given the heavy spending proposals from both candidates.
The Algebris Bullet | It's not Easy Like Sunday Morning (Gabriele Foà)
Q: Can you run through what has happened with central banks, focusing on the Fed, ECB, and Bank of England?
Foà notes that central bankers have shifted their focus from inflation to growth, reacting to signs of economic slowdown, and discusses the implications of this shift for future interest rates.
The Algebris Bullet | It's not Easy Like Sunday Morning (Gabriele Foà)
Q: What are your thoughts on the likelihood of recession?
Foà believes the likelihood of recession is overstated by markets, emphasizing that while there is a slowdown, signs of a recession are not present, particularly in the U.S.

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Frequently Asked Questions About The Algebris Podcast

What is The Algebris Podcast about and what kind of topics does it cover?

Focusing on the intersection of current affairs, economics, and policy, this podcast offers insightful discussions featuring perspectives from financial experts. Episodes cover a broad range of topics including global economic trends, significant market developments, and the implications of policy decisions on various sectors. The series is known for its analytical approach, providing listeners with a deeper understanding of how economic shifts affect investment opportunities and financial strategies. Unique insights from industry professionals aim to equip listeners with the knowledge needed to navigate complex financial landscapes.

Throughout its episodes, the content delves into pressing issues such as tariffs, inflation, and market per... more

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1. SUPERNOVA

How many episodes of The Algebris Podcast are there?

The Algebris Podcast launched 3 years ago and published 35 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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