From current affairs to economy and policy matters – listen to the latest insights from the voices of our experts. The Alpha Horizon, the Algebris Podcast. Thinking different, acting aware.Please read the disclaimer here https://www.algebris.com/podcast-disclaimer/
Publishes | Weekly | Episodes | 45 | Founded | 4 years ago |
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Categories | BusinessInvesting |
Resilienza dell'Unione Europea, inaspettato ottimismo, riapertura della Cina e il ruolo della guerra nelle relazioni internazionali. Questi alcuni dei punti chiave che sono emersi al World Economic Forum 2023 a Davos. more
Some of the key takeaways from the World Economic Forum 2023 in Davos: The resilience of the European Union, unexpected optimism, China's reopening, hawkish central banks and the role of war in international relations. more
Bond and equity markets hit an air pocket in September 2022 as central bankers got serious about raising interest rates to tackle inflation. Both markets are now down around 20% YTD, with the S&P 500 down 25%. So: what is the global situation now? more
Until the end of 2021, macroeconomic volatility seemed a thing of the past. Secular stagnation would keep inflation low forever, paving the way for indefinite financial repression. Fiscal discipline was abandoned en masse, as central banks would buy ... more
When fortunes are lost, fortunes can be made. Timing can make all the difference between the two. June marked an important month in the ongoing bear market, as by month-end many “buy boxes” had been ticked, at least in credit markets. Russia reduced ... more
The longer the party, the worse the hangover. The old adage certainly applies to 2022. The Fed’s balance sheet is 3x larger than it was in 2019, and easy money turned into all-time high household wealth. Couple that with the largest fiscal push since... more
Wars are symptoms of broader trends. WWI marked the end of the globalization started with the industrial revolution, and WWII the beginning of a new era of global integration. The Russian invasion of Ukraine is no exception. Douglas Branson (Head of ... more
Russia's invasion of Ukraine raises important questions about whether or not financial and economic sanctions can work as intended. The scenario around Europe's ability to significantly reduce or remove its reliance on Russian gas should also be cons... more
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The Alpha Horizon launched 4 years ago and published 45 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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