James Chu, Head of Investment Solutions, interviews Gerry Celaya, Chief Strategist, on Japan's stock market, Bank of Japan policies and the Yen. Can the stock market hold up if the Yen actually starts to firm?

Gerry Celaya, Chief Strategist, interviews John Calverley, Chief Economist, on his inflation forecasts. John has been worried about rising inflation in the US and UK since late 2020 and gives insight into his thinking in this podcast. 

James Chu, Head of Investment Solutions, interviews Gerry Celaya, Chief Strategist, about the weak GBP. What would be the signs of a medium to long term recovery in the GBP, why is the GBP so weak and the risks of this weakness extending. We also discuss what UK and non-UK investors should consider given the current level of the GBP, remember, 'Currency Matters'! 

Tricio's Chief Economist, John Calverley, and James Chu, Head of Investment Solutions, are interviewed by Gerry Celaya, Chief Strategist, on the 60/40 portfolio and if it relevant in current market conditions.

James Chu, Tricio's Head of Investment Solutions, speaks with Gerry Celaya, Tricio's Chief Strategist, about structured products and barrier options. 

Tricio's Chief Strategist, Gerry Celaya, is interviewed by James Chu, Head of Investment Solutions, on why the GBP has been so weak lately. We talk about currency forecasting and the need for client diversification of risks. Whether to embrace currency risk, or not, is also discussed. 

Tricio's Chief Economist, John Calverley and James Chu, Head of Investment Solutions, are interviewed by Gerry Celaya, Chief Strategist, on the 60-40 portfolio and if it is relevant in current market conditions. 

Gerry Celaya, Tricio's Chief Strategist, interviews John Calverley, Tricio's Chief Economist, on currency forecasts models and methods. 

Tricio's Chief Economist, John Calverley, is interviewed by Gerry Celaya on the history of quantitative easing and the tapering process. We discuss the Bank of Japan, Federal Reserve, Bank of England, European Central Bank and Swiss National Bank.

Gerry Celaya, Tricio's Chief Strategist, interviews John Calverley, Tricio's Chief Economist, about the history of central bank policy goals for the last 50 years and how we got to our current situation.