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We discuss the most important issues in the EU and eurozone.
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Catch up with summaries from an average of 50 new geopolitical events daily. Subscribe to better understand geopolitical risks.
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The United States will no longer play global policeman, and no one else wants the job. This is not a G-7 or a G-20 world. Welcome to the GZERO, a world made volatile by an intensifying international battle for power and influence. Every week on this podcast, Ian Bremmer will interview the world leaders and the thought leaders shaping our GZERO World.
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The Call by the Global Intelligence Desk
The U.S. Chamber of Commerce Global Intelligence Desk
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Hosted by Jay Sapsford, The Call delivers timely and incisive analysis to help businesses navigate risks and opportunities.
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"Unconventional Knowledge" is a podcast dedicated to providing in-depth analysis of critical global issues. Each episode features top-level insiders from various fields, offering insights into complex geopolitical, economic and security topics that shape the international landscape. Hosted by Geopolitical Intelligence Services, the podcast moves beyond surface-level reporting, delving into the underlying trends and factors influencing current events.
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STRAT – Strategic Risk Assessment Talk, is a forum with a preparedness mindset. Mitigating risks, creating systems of prevention and recovery to deal with potential threats, and understanding the objectives of a Business Continuity Plan. This is the podcast for leaders who are committed to being prepared. The program is hosted by retired Marine Corps intelligence officer and strategic risk assessment professional Hal Kempfer and investment banker Mark Mansfield.
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Welcome to The Security Podcasts from Security, where security and risk professionals can stay up to date on the latest issues affecting the enterprise. Stay informed on: *Cybersecurity and Geopolitical issues affecting global enterprises *Security trends and technologies for risk mitigation *Advice and tips from physical security and cybersecurity thought leaders
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Welcome to The International Risk Podcast — the premier destination for high-level insights into global risk dynamics. Hosted by Dominic Bowen, an accomplished senior advisor, each episode delivers expert analysis and actionable intelligence on today’s most pressing international risks. From geopolitical tensions and economic upheavals to cybersecurity threats and environmental challenges, we bring clarity to the complex risks shaping our world. Tailored for CEOs, Board Members, senior manag ...
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In this brand-new show, tastylive's Head of Global Macro Ilya Spivak covers the economic, geopolitical, and market themes of the day.
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The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...
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Kitecast features interviews with security, IT, compliance, and risk management leaders and influencers, highlighting best practices, trends, and strategic analysis and insights.
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This podcast series offers risk intelligence and analysis from RANE Network. RANE is a risk intelligence company that provides business professionals with access to critical insights, analysis, and support, enabling them to better anticipate, monitor, and respond to emerging risks and threats. In the RANE podcast series, risk management experts and thought leaders share best practices for managing business risk, geopolitical risk, physical and cyber security risks, compliance risk, and other ...
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The Decision-Making Studio Podcast (formerly known as the All Things Risk podcast) uses the lenses of decision-making, uncertainty and risk to better understand ourselves and our world. We feature fascinating guests across many fields from sport, the arts, current affairs and others. We have long-form conversations and our guests share insights, stories, tools and tips.
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Tyler Cowen engages today’s deepest thinkers in wide-ranging explorations of their work, the world, and everything in between. New conversations every other Wednesday. Subscribe wherever you get your podcasts.
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For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global Each day, around the world, we have fascinating one-on-one conversations with our connections in the commodities sector. Our collaborators are uniquely informed, creative and inspirational in their fields. We want to provide our community a seat alongside us, listening in to these conversations in that special way podcasting provides as we tack ...
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Ever wondered how automation will change the world? Maybe you puzzle over what India could do to ease traffic congestion, or how China's aircraft carriers will transform Indian Ocean geopolitics? All Things Policy, a daily podcast brought to you by the Takshashila Institution, brings you all the answers. Every weekday, our researchers break down complex economic and geopolitical ideas through the lens of current events. For everyone from the busy executive to the curious student, All Things ...
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In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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On each episode of "TD Cowen Insights", members of our firm host leading thinkers to share insights and ideas shaping the world economy. Join us, as we converse with the top minds who are influencing our global sectors. Disclosures: https://go.td.com/PodcastDisclosure
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The ISF Podcast brings you cutting-edge conversation, tailored to CISOs, CTOs, CROs, and other global security pros. In every episode of the ISF Podcast, Chief Executive, Steve Durbin speaks with rule-breakers, collaborators, culture builders, and business creatives who manage their enterprise with vision, transparency, authenticity, and integrity. From the Information Security Forum, the leading authority on cyber, information security, and risk management.
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In an increasingly unpredictable world, knowledge and preparation are your best defense. Brought to you by the Preparedness Protocol Experts (P.P.E Team), this is an educational podcast delivering expert insights on Chemical, Biological, Radiological, and Nuclear (CBRN) threats, cutting-edge survival tactics, and comprehensive disaster preparedness strategies for today's complex risk landscape. Each episode features in-depth analysis of historical disasters, emerging threats, practical survi ...
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The only oil swaps market specific podcast is back. Join Onyx Capital Group CEO, Greg Newman, and a plethora of industry guests as they dig down each week into the issues that affect the market. Are you paying attention? From the world’s #1 oil liquidity provider. Built by traders, for traders. CFDs and spread bets are complex instruments and come with a high risk of losing money rapidly due to leverage. The vast majority of retail client accounts lose money when trading in CFDs and spread b ...
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Unusually in-depth conversations about the world's most pressing problems and what you can do to solve them. Subscribe by searching for '80000 Hours' wherever you get podcasts. Hosted by Rob Wiblin and Luisa Rodriguez.
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Cyber Risk Reports provide strategic intelligence that highlight current security activity. The reports address seven major risk management categories: vulnerability, physical, legal, trust, identity, human, and geopolitical.
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When the future becomes increasingly uncertain, investors need to cut through the noise and think beyond the obvious answers. In season three of The OUTThinking Investor, an award-winning podcast from PGIM, global thought leaders and PGIM experts will bring their unique perspectives for the year ahead and beyond. Is inflation finally on the retreat? Can labor markets withstand an economic slowdown and demographic headwinds? Will the tense geopolitical climate ease or escalate? What is the ou ...
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Join neuroscientist, philosopher, and five-time New York Times best-selling author Sam Harris as he explores important and controversial questions about the mind, society, current events, moral philosophy, religion, and rationality—with an overarching focus on how a growing understanding of ourselves and the world is changing our sense of how we should live. Sam is also the creator of the Waking Up app. Combining Sam’s decades of mindfulness practice, profound wisdom from varied philosophica ...
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A shifting economic order. Rising geopolitical risk. Capital on edge. In The Real Estate Market Watch, Dr. Adam Gower, author, academic, and commercial real estate veteran with over 40 years of experience, examines the macroeconomic signals reshaping the real estate investment landscape. This isn’t a show about deal hype or trend-chasing. It’s about what happens when confidence meets correction - and how investors and sponsors can respond with clarity, discipline, and a focus on downside pro ...
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A weekly discussion of current affairs in China with journalists, writers, academics, policymakers, business people and anyone with something compelling to say about the country that's reshaping the world. Hosted by Kaiser Kuo.
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Get the edge with Hidden Forces where media entrepreneur and financial analyst Demetri Kofinas gives you access to the people and ideas that matter, so you can build financial security and always stay ahead of the curve.
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Listen in as experts in risk discuss how organisations can navigate a world of ever-changing risk and connectivity. From major geopolitical shifts to on-the-ground operational challenges, The Global Insight is here with in-depth analysis, perspective and guidance.
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Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
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The Global Gambit (TGG) is the preeminent independent social podcast on geopolitics, foreign policy, macroeconomics and current affairs, involving live, interactive audience participation. Each month, TGG brings you top-tier interviews or panels consisting of policymakers, journalists, or academics covering every region and theme in international relations. Previous guests include experts from the Council on Foreign Relations (CFR), Atlantic Council (AC), Crisis Group (ICG), and Johns Hopkin ...
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We talk with McKinsey partners and corporate executives on the challenges they face creating lasting strategies in a fast-changing world. We also examine the different ways these executives approach these challenges and the new and innovative ways they think of creating a vision for their enterprises.
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Whatever your business conundrum, there’s a TED Talk for that—whether you want to learn how to land that promotion, set smart goals, undo injustice at work, or unlock the next big innovation. Every Monday, host Modupe Akinola of Columbia Business School presents the most powerful and surprising ideas that illuminate the business world. After the talk, you'll get a mini-lesson from Modupe on how to apply the ideas in your own life. Because business evolves every day, and our ideas about it sh ...
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When it comes to equity markets, there is a seller for every buyer. But how do you know which side of the trade to be on? Macro trends explain 70% of stock movements so understanding the macro backdrop is essential. Join Michael Kantrowitz, No. 1 ranked* Wall Street investment strategist, and the rest of the portfolio strategy & quantitative research team at Piper Sandler as they discuss current macro trends and what’s next for markets. Michael, Stephen, Emily, Joe and Dan have been working ...
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Join Bloomberg Daybreak Asia for business and finance news centered in the Asia-Pacific region, along with insight and analysis on the day's top stories in global markets.
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Sharing Ideas Shaping Policy. The Institute of International and European Affairs is an independent policy research think-tank based in Dublin.
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In the Geopolitical Report Two Minute Drill, Corey Stutte shares his insights on some of the day's most important geopolitical issues.
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A delicious mix of Insurance and TV
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Welcome to Sibylline Insight, the podcast where we delve into the intricate world of global intelligence and geopolitics. Join our hosts as they sit down with members of the Global Intelligence Team to provide in-depth analysis and context to the most pressing geopolitical developments of our time. Each episode features long-form interviews that unravel the complexities behind current events, offering listeners a unique perspective on international affairs. Whether you’re a seasoned analyst ...
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AFP Conversations
Association for Financial Professionals: Treasury and Finance Professional
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Corporate treasury and finance executives discuss their biggest challenges and insights: blockchain, fintech, cybersecurity, payments, risk, FP&A, budgeting, forecasting, leadership, career development, and more.
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Each week, Foreign Policy Live will feature a substantive conversation on world affairs. Host and FP editor in chief Ravi Agrawal will be joined by leading foreign-policy thinkers and practitioners to analyze a key issue in global politics, from the U.S.-China relationship to conflict and diplomacy. FP Live is your weekly fix for smart thinking about the world. Foreign Policy magazine subscribers can watch these interviews live and submit questions and suggestions by going to https://foreign ...
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The McKinsey Podcast, our new flagship podcast series, takes you inside our global firm, and features conversations with experts on issues that matter most in business and management. McKinsey & Company is a management-consulting firm that helps businesses, governments, and not-for-profit organizations realize their most important goals. Topics covered in this series include strategy, technology, leadership, marketing, operations, organization, and the role of business in society.
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The Daily SITREP is your morning intelligence brief on domestic and geopolitical risk. We stream the show live starting at 0800 Central time, Monday through Thursday. You can catch the live stream on YouTube: https://youtube.com/earlywarningnetwork Join us on the High Side for members-only briefings on everything from U.S. politics to supply chains, to low intensity conflict, geopolitics and the risk of war. Start your free 7-day trial here: https://www.earlywarningnetwork.com/trial
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The Infrastructure Investor Podcast delves into the latest trends in private infrastructure investment, bringing you insightful interviews with many of the industry’s most influential leaders, as well as original analysis from our award-winning team of journalists.
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Roozbeh Aliabadi is an advisor and commentator on geopolitical risk and geoeconomics, particularly the Middle East and Asia. He is an advisory partner in the global advisory practice at GGA, a boutique international consultancy practice based in New York City.
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A nonpartisan resource for information and analysis.
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Our AI & co-founders discuss the world events, geopolitics, geoeconomics, risk management, supply chain security, and global investment. Read more https://www.missiongrey.com/
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RIMS RISKWORLD 2025: How Might Geopolitics and Tariffs Reshape Business Risk Today?
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In this video from RIMS RISKWORLD in Chicago, Insurance Journal’s Vice President of Content Andrea Wells talks with Paul Lavelle, Former Head of U.S. National Accounts of Zurich North America, about the growing uncertainty facing businesses due to global tariffs, economic volatility, and shifting geopolitical dynamics. From fluctuating material cos…
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Leveraging AI for Anticipating and Mitigating Geopolitical and Supply Chain Risks.
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In this episode of the Applied Geopolitics podcast, Rodger Baker, RANE’s Executive Director of the Stratfor Center for Applied Geopolitics sits down for a conversation with Alina Park, CEO of Ekho Labs, a platform that builds predictive intelligence for global disruptions. RANE is a global risk intelligence company that delivers risk and security p…
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APAC Markets Open Higher as Geopolitical Risks Loom
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Benchmarks in Australia, South Korea and Japan all climbed in early trading Wednesday, pushing a gauge of Asian shares 0.4% higher. Geopolitical tensions may add headwinds to the markets, which had calmed recently after a month of turmoil from the tariff blitz unleashed by US President Donald Trump. We look at how the tariff story is resonating thr…
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Panelists discuss the current global state of the critical mineral landscape, the importance of supply chain resilience to address national security concerns in an evolving geopolitical environment, and the recent minerals deal between the United States and Ukraine. If you wish to attend virtually, log-in information and instructions on how to part…
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Daybreak Weekend: US Jobs, ECB Decision, Vietnam Eco
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Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to the U.S jobs report. In the UK – a look ahead to the ECB’s monetary policy decision. In Asia – a look ahead to economic data in Vietnam. See omnystudio.com/listener for privacy information.…
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How to Survive the Coming Real Estate Storm
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How to Survive the Coming Real Estate Storm – What Sean Kelly-Rand Learned at Lehman For the experienced real estate investor or sponsor, this is a masterclass in what really matters. When Lehman Brothers unraveled in 2008, it exposed a truth that many in the real estate world still prefer to ignore: even the most sophisticated capital structures c…
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Promoting Wellness Among Security Teams in the Midst of Crisis
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Danielle Weddepohl, Director of Public Safety and Emergency Management at George Brown College, discusses how to promote wellness among security teams.
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Join us for the May 30, 2025 edition of the Geopolitical Report Daily Podcast. On Thursday, we mapped 68 events, including protests returning to the streets of Nepal.By Geopolitical Report
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Is the Dollar Still a Safe Haven? With Larry Summers
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Lawrence H. Summers, Charles W. Eliot University Professor and President Emeritus at Harvard University, joins Jay to discuss the evolving role of the dollar in the global economy. As a former U.S. Treasury Secretary and Director of the National Economic Council, Summers brings decades of insight into the forces shaping global markets. He is now ra…
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GIS Radio: The election of Pope Leo XIV: Geopolitics of the papacy
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Lord David Alton of Liverpool analyzes how, in a world teetering between authoritarianism and apathy, the new pope faces a choice: to challenge injustice or to repeat the mistakes of silence and compromise.By Geopolitical Intelligence Services
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Trump Wins Tariff Reprieve as Trade Agenda Faces Roll Back
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A federal appeals court offered President Donald Trump a temporary reprieve from a ruling threatening to throw out the bulk of his sweeping tariff agenda, giving at least some hope to a White House now facing substantial new restrictions on its effort to rewrite the global trading order. Meantime, Asian shares and US stock futures declined as uncer…
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China's Vision for National Security, Codified
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In this episode of All Things Policy, Manoj Kewalramani and Anushka Saxena discuss the codification of China's security view and policy in its latest White Paper on National Security in the New Era. They analyse the key takeaways of the paper, including China's red lines, approach to the Asian regional order, and tensions with the West. The PGP is …
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Tariff Chaos + Recession Risk + No Fed Cuts? Oh My...
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Tariff policy chaos, growing recession risk, and a Fed resisting rate cuts add up to a toxic mix for stock markets and the US dollar. tastylive's Head of Global Macro Ilya Spivak breaks down the latest in the US tariff saga after federal courts block the Trump agenda, then looks ahead to economic data that may boost recession fears even as the Fed …
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Bonus Ep: Rubio's Visa Revocations, with Jeremy Goldkorn [Explicit]
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Jeremy Goldkorn joins for this largely unedited throwback to the early, sweary days of the show. We talk about the announcement made on Wednesday, 28 May 2025, on the "aggressive" revocation of Chinese student visas for students with Party "connections" or who study "critical fields." You've been warned! See Privacy Policy at https://art19.com/priv…
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How to Think About Solutions in Gaza and Sudan
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Earlier this week, thousands of Palestinians stormed an aid distribution site in Gaza, underlining the ongoing humanitarian crisis there and prompting the question: Why isn’t the world doing more? Martin Griffiths served as the undersecretary-general for humanitarian affairs and emergency relief coordinator at the United Nations from 2021 until 202…
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Refinery Bottlenecks, Fuel Fireworks & the Curve’s Disconnect — What We’re Trading Now
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Welcome back to Trading Corner. This week, James and Manny dive headfirst into the wild ride that is the HSFO market and what it means for cracks, margins, and benchmark distortion. Three trades this week: James’ Trade Idea:Hold Long Dec '26 EBOB Crack — Deferred gasoline margins still underpriced with summer upside in sight. Manny’s Trade Ideas:Lo…
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MacroVoices #482 Mike Green: What The Market Is Not Discounting
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They’ll discuss the tariffs, what they’re really being used for, and why Mike says the President is contradicting himself every time he talks about them. https://bit.ly/4kINH8c 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4khdGDN ✅Sign up for a FREE 14-day trial at Big P…
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InsurTech Summit 2025 Highlight: Is Your Insurance Tech Stack Ready for the Agentic AI Revolution?
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The future of collaboration between insurers and InsurTech providers hinges on the rise of agentic AI—systems of generative AI bots that work together to complete complex tasks without human input. But to unlock their full potential, core systems and data infrastructures must be hyper-connected. In this clip, Elizabeth Blosfield, Deputy Editor of C…
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Iran opens possibility of US inspectors for nuclear program
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Join us for the May 29, 2025 edition of the Geopolitical Report Daily Podcast. On Wednesday, we mapped 62 events, including the possibility of Iran allowing US inspectors of their nuclear program.By Geopolitical Report
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253. Private capital gets more alternative
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For many years, the continued rise of private markets has been defined by assets under management (AUM), while the composition of the industry evolved significantly. This week, two of McKinsey’s Private Capital Practice experts are joined by Neil Mehta from Apollo Global Management to discuss the diverse types of non-traditional private capital inc…
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In our latest podcast, our team discusses what to expect to happen in the remaining six weeks of the US-EU trade talks. The discussion took place just before Wednesday's ruling by the New York federal trade court, which struck down Donald Trump's global tariffs. In our view, the ruling, even if confirmed by higher courts, will not affect the US/EU …
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GIS Radio: Voter preferences are shifting in South Africa
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Ralph Mathekga analyzes how the Democratic Alliance has surpassed the ANC in popularity for the first time amid calls for progress and accountability.By Geopolitical Intelligence Services
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Nvidia Eases China Concerns With Upbeat Forecast
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Nvidia Corp. Chief Executive Officer Jensen Huang soothed investor fears about a China slowdown by delivering a solid sales forecast, saying that the AI computing market is still poised for “exponential growth.” The company expects revenue of about $45 billion in the second fiscal quarter, which runs through July. New export restrictions will cost …
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Beyond the Gated Walls: Bengaluru’s Samaj, Sarkar & Bazar
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Every painted wall, pothole & traffic in Bengaluru has a story to tell. In this episode of All Things Policy, Pravar Choudhary of Bengawalks and I, Sowmya Prabhakar, COO of Takshashila Institution, take a stroll exploring the dynamics of the markets, society & government. From gated communities to badly designed footpaths, from heritage buildings t…
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Episode 235: Grassroot Communities and Their Importance with Ben Carpenter
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This week we hope to gain an insight on Grassroot Communities and the challenges faced by underserved communities and the wider voluntary sector. In an era of rising inequality, political polarisation, and climate instability, grassroots organisations are becoming critical pillars of resilience, not just locally, but globally. Today we explore how …
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Fed Rate Cut Delay = Stock Market Pain Ahead?
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Markets are pushing back Fed rate cut expectations amid confusion about the economic outlook. That may spell trouble for stocks and the dollar. tastylive's Head of Global Macro Ilya Spivak delves into the indecision plaguing the Fed and the broader markets, exploring how conflicting signals may shape the outlook for stocks, bonds, gold and the doll…
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InsurTech Summit 2025 Wrap-Up: Overcoming Legacy Systems, AI and Industry Transformation
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In the second episode of the insurance wrap-up, the focus is on key insights from the 2025 InsurTech Summit, which showcased notable guests and discussions. Margo Giles highlights the importance of agentic AI in fostering collaboration within the insurance sector, while Alexis Vaughn points out education and job security fears as significant barrie…
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Sam Harris speaks with Donald Robertson about Stoicism and the good life. They discuss the relationship between wisdom and virtue, ancient versions of psychotherapy, parallels between Stoicism and Buddhism, practical vs. analytical styles of philosophy, CBT’s origins in Stoicism, the difficulty of self-criticism, techniques for reframing upsetting …
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Sleeping Volatility: Giant Waiting in the Wings?
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Sleeping Volatility: Giant Waiting in the Wings? In this episode, Greg Newman, Harry Campion-Evans and Harinder Sandhu break down the most explosive move in the fuel oil complex in over a decade. Singapore 380 cracks have surged to triple the 5-year average, with speculative interest hitting record highs. Is this a sustainable bull run—or a dangero…
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Romania at a Crossroads: Assessing the Results and Impact of the 2025 Presidential Elections
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On 18 May 2025, Romania held a pivotal presidential runoff between George Simion, leader of the far-right Alliance for the Union of Romanians (AUR), and Nicușor Dan, the pro-European independent and mayor of Bucharest. This election followed the annulment of the 2024 vote due to allegations of foreign interference, leading to heightened political t…
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Claims Pros and Their Role in Dealing with Small Business Insurance Blind Spots
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Insurance blind spots can really trip up small businesses, and those oversights often make themselves apparent at the wrong time—when coverage is triggered by a loss. We spoke with the Carla Woodard, senior vice president of claims at Pie Insurance, about how claims professionals can help these companies. To learn more about Claims Journal’s Expert…
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EP. 103: Managing Digital Risks in the High-Net-Worth Space
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In this episode, Jason Ott, President of Aon Private Risk Management, and Diane Delaney, Executive Director of the Private Risk Management Association, spoke about the biggest cyber risks faced by high-net-worth individuals and how insurers can help navigate them. From social engineering scams to fraudulent electronic fund transfers, the risk envir…
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Palestinians overrun aid station in Rafah
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Join us for the May 28, 2025 edition of the Geopolitical Report Daily Podcast. On Tuesday, we mapped 61 events, including Palestinians overrunning an aid station in Rafah.By Geopolitical Report
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GIS Radio: The resurgence of Egyptian diplomacy
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Pierre Boussel analyzes how, as Middle Eastern tensions rise, Egypt is leveraging its historical influence and strategic interests to revive its role as a key regional mediator. Read the report here. 📚 Explore all GIS Reports 📝 Read the weekly comments from Prince Michael of Liechtenstein 🔔 Stay updated on the latest reports and analysis: LinkedIn …
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Equities Rise on Economic and Trade Optimism
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Wall Street kicked off the week with a rally in stocks as consumer confidence rebounded sharply while the US and the European Union sped up trade talks. A global surge in bonds also helped sentiment. We got reaction from Clark Geranen, Chief Market Strategist at CalBay Investments. Plus - Eastspring Investments just released their mid-year market o…
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We have much to be heartened about India’s air power capabilities in the recent India-Pak military escalations. However, this is not a time for complacency, and many challenges lie ahead. In this episode of All Things Policy, Shobhankita Reddy sits down with Aditya Ramanathan, Research Fellow with the Takshashila Institution, to unpack and understa…
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Credit Risk in Uncertain Times with Jan-Peter Onstwedder
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Today, we discuss credit risk and stress testing in volatile and uncertain times. What is the function of credit risk within the commodities sector? How crucial is it? What does good look like - how best to organize, lead and deliver it? And what do we mean by stress testing? And how can organizations make themselves more robust for the future? Our…
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FOMC Minutes: Will Stocks Care if the Fed Seems Scared?
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Stock markets are cheering but Federal Reserve officials sound worried. What gives? FOMC meeting minutes may have the answer. tastylive's Head of Global Macro Ilya Spivak previews the release of minutes from May's policy meeting and considers whether a defensive tone from central bank officials can put the brakes on surging stocks.…
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Navigating Multifamily CRE in a Volatile Environment
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Navigating Multifamily CRE in a Volatile Environment Insights from Paul Fiorilla, Director of U.S. Research at Yardi Matrix Paul Fiorilla offers a data-driven view of today’s commercial real estate (CRE) landscape using the vast resources he has at his disposal at Yardi. While market sentiment may be growing more optimistic, Fiorilla acknowledges i…
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Global Markets on Edge: Tariffs, Stagflation Fears & Record Yields | Macro Mondays | REPLAY
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This episode of Macro Mondays aired live at 12:30pm BST on Monday, the 27th of May, 2025. Join James Brodie and James Todd , LIVE 12:30 BST, as they break down the biggest financial market moves and what’s coming next! 👉 Contact us about learning & development: [email protected] 👉 Daily updates on Onyx Institute LinkedIn: https://www.lin…
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InsurTech Summit 2025 Highlight: Are Insurers Ready to Lead — or Be Led — by AI?
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In this conversation, Scott Seaman of Hinshaw & Culbertson LLP, emphasizes that while legal risks around AI in insurance do exist, the bigger issue is ensuring that insurers lead with AI rather than react to it. He argues that strong AI capabilities — built and governed by knowledgeable professionals — are key to compliance and success in a transfo…
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Join us for the May 27, 2025 edition of the Geopolitical Report Daily Podcast. On Monday, we mapped 58 events, including the US and the Philippines kicking off the Kamandag exercise.By Geopolitical Report
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The Path Through Financial Repression | Charles Calomiris
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Episode 419 is the fifth episode in the Hundred Year Pivot podcast series. In it, Demetri Kofinas and Grant Williams speak with fmr. Chief Economist for the Office of the Comptroller of the Currency, Dr. Charles Calomiris about America’s economic emergency and what our response to it should be once conditions push the country into a full-blown poli…
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GIS Radio: Japan modernizes its military to counter regional threats
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Riley Walters analyzes how Japan is boosting military readiness, increasing its defense budget, and fortifying alliances in response to growing threats from China, North Korea, and Russia. Read the report here. 📚 Explore all GIS Report 📝 Read the weekly comments from Prince Michael of Liechtenstein 🔔 Stay updated on the latest reports and analysis:…
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How AI, tariffs, and the energy transition are reshaping infrastructure investing
24:09
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AI, the energy transition, and geopolitical tensions are reshaping the global economy and markets — they are also transforming the landscape of infrastructure investing. Tavis Cannell, global head and co-CIO of infrastructure at Goldman Sachs Alternatives, looks at the megatrends driving opportunities and the outlook for the sector. Learn more abou…
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China's BYD Slashes EV Price, China-European Union Trade Officials to Meet
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BYD Co. led Chinese electric vehicle stocks lower in Hong Kong on Monday, as investors digested the auto giant’s sweeping price cuts of as much as 34% late last week. We got reaction from Bloomberg's Asia Transport Reporter Danny Lee. Top trade officials from the European Union and China are planning to meet again early next month, another sign tha…
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Post-Sindoor: India’s Path to Defence Innovation
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In this episode of All Things Policy, Prof. Y. Nithiyanandam speaks with Cmde (Dr) Arun Pratap Golaya about the significance of Operation Sindoor and what it reveals about India’s indigenous defence ecosystem. They reflect on the opportunities it presents, the structural challenges startups face, and the need to bridge the gap between research, inn…
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