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Sensible Market Commentary
19 Episodes
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Rob Ford, Professor of Politics at Manchester University and co-author of Brexitland, talks to us about:- What will happen in the 3 by-elections- What this means for the UK General Election- The new division between voters- Why Nigel Farage isn't done yet- The outlook for UK politics
This is an episode from our archives. We spoke to Kweku Adoboli, the former UBS trader who went to prison for rogue trading that was uncovered in 2011. In the summer of 2018, having served his time, he spoke to us about the mechanics of marketing making and prop trading in ETFs and other Delta One products. He explained how he used proxies for volatility to hedge positions and how this can lead to hidden leverage within the financial system. He has a unique perspective of trading through...
We asked Hugh: What assets does he want to own this year ?What does he think about inflation?What was his favourite trading day? Which policymaker is getting it right? He shares how he was once under attack by Robert Mugabe as well as waxing biblical from his Caribbean island.
We asked: Will China invade Taiwan?Can China meet its growth target?What does China think of Liz Truss?What is Xi Jinping's ideology?What are China's demographic challenges?And finally... what is the best programme on Chinese TV?
We asked: Will there be a UK recession this year?Will Working From Home solve the Productivity Puzzle?Is Rishi Sunak doing a good job?Who is his favourite UK Chancellor? How has business journalism changed?And of course... what's his favourite joke?
We asked: Is Gold still an inflation hedge?When is Gold a safe haven?How does Gold fit into a portfolio?How does Gold compare to Crypto? How liquid is the Gold marketHave central bank holdings of Gold changed?
Former British Ambassador to the United States, Sir Christopher Meyer talks to us about the upcoming US elections, the role of China, the UK under Boris Johnson and the future of the European Union. He explains the greatest challenges he faced in his term as Ambassador, including the 9/11 terror attacks, as well as the greatest leaders he ever met. We asked: Who will win the US mid-term elections?What is Joe Biden really like and will he lose to Trump in 2024?What relationship shou...
We asked:What happens to inflation?Can central banks hold their nerve?What does the post-pandemic economy look like?Do investors still need bonds in their portfolio?Where are the opportunities in Emerging Markets?What is the future of the EU?
We asked: What does the future of asset management look like?Where do ETFs fit in?Can blockchain revolutionise the industry?How has the virtual world worked during the pandemic?In the search for yield, where do the opportunities lie? What advice can you give someone starting out in the industry?What are the prospects for the Union of the United Kingdom?
We asked: What can we learn from the response to the Spanish Flu?Are we going back to the inflation of the 1970s?How does the Technological Revolution compare to the Industrial Revolution?Are central banks and governments pursuing MMT?What happened to the Bond Vigilantes?Philip Coggan writes the Bartleby column in the Economist. He started a life in journalism when they used typewriters. He has experienced seismic change in journalism, and his latest book, “More: The 10,000-Year Rise of ...
Helen asked about China, NZ approach to them, how aggressive will China be and can it drive a wedge between NZ and Australia? NZ has always had a good relationship with China, the Five Eyes has morphed into making political statements not intelligence ones. NZ is in ANZUS, ok it’ somewhat on ice as far as NZ goes but when John was PM he sent their SAS to Afghanistan. We, along with Britain and many others observe a one China policy, i.e. acknowledging g their territorial rights, th...
We asked:How has QE evolved since the financial crisis?What are we to make of increased borrowing by governments?What is the major source of systemic risk today?What is causing wobbles in the bond market?How far can we make a comparison between 2020 and 2008?What will happen to the US Dollar?What is the outlook for stocks, bonds and alternative assets?
We asked:What is the Ireland/Northern Ireland Protocol?What happened over Article 16 and why?What are the immediate implications for NI businesses? How much friction is there between EU vs UK, UK vs ROI etc?Will we see a United Ireland and Independent Scotland in 10 years?Will we return to violence?Our speakers are from either side of the debate.
We asked:What is going to happen to inflation, interest rates and volatility?What will the Fed do?What measure of inflation is the best one to follow?What is the risk from investing in mortgage securities?What part does convexity play in interest rate markets?How did you trade last March?Where is there now value in the markets?
We asked:What does the post pandemic world look like?What sectors will struggle and which will notWas the massive intervention of March 2020 a massive bail out?What advice would you give the Fed?What will happen to Europe with leadership changes?Britain after Brexit?What will Biden achieve?
We asked:Are stockmarkets bubbly?What next in UK politics after Brexit?What sectors will outperform and which will struggle?How has technology changed the markets? How will The City adapt to the new normal?
We asked:What are the challenges facing the fund management industry? Is ESG a bubble or is it here to stay? What does Brexit mean for the City?Has the government done enough to save small businesses?How do music rights work as an alternative asset?What advice would she give investors?For a full breakdown of the half hour podcast, see below:01:00 - What challenges face the fund management industry?02:57 - Passive management has seen the rise of mega firms, can boutiques survive?03:4...
We asked CJ Mahoney, the former Deputy United States Trade Representative under Robert Lighthizer in the Trump Administration:Will China tariffs be renegotiated?Will the UK or EU get a trade deal with US?What will Biden’s flagship policy be, given a 50-50 Senate?What was the Trump administration’s greatest achievement?What happens to the Republican Party post-Trump?What is the biggest geopolitical risk out there?In response, he discusses the outlook for relations with China, the chances of a ...
In this episode of BM Talks we are joined by Sir Paul Tucker who reveals: Why central banks are struggling to communicate their actionsWhat QE is doing needs to be examinedHow QE works must be better explainedDebt needs to be termed outHow Shadow Banks remain a significant risk to the marketHow fiscal policy can coordinate but not dominate monetary policy"We should be relying on the central banks to do what they definitely can do and using the fiscal authority to do something that they c...
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