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By Client Strategy Office
4.4
183183 ratings
The podcast currently has 4,086 episodes available.
The most played episodes among Podcast App listeners.

Shane drops by ahead of the Labor Day holiday weekend to update on this week’s developments up on Capitol Hill, including Congressional efforts to keep the government funded, and progress on the Open-Source AI Leadership Act. Plus, an update on renewed military tensions between the US and Iran. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

In the unnecessarily uncertain world of US monetary policy, we heard from Federal Reserve Governor Waller. Waller signaled a desire for unchanged policy, as disinflation forces seem to continue. If disinflation ceased, then Waller would reconsider. This is similar to New York Fed President Williams’ outlook. These two Fed members command more respect than some other Fed members, and their words moved markets.

Paul Baiocchi, Head of ETF Distribution with SS&C ALPS Advisors, drops by UBS Studios for a wide-ranging discussion around “the electrification of everything”, including a look at the opportunity-set, risk considerations, and how to think about investing in the theme. Host: Daniel Cassidy

The yen has been gyrating amidst speculation about intervention in the markets and the possibility of more aggressive action by the Bank of Japan. A Japanese market holiday looms. Intervention only changes a currency’s value if there is a speculative attack to defeat (there is not) or if fundamentals change. Interest rates are a relevant fundamental, but one of many.

While on a visit to Portugal, Burkhard drops by to highlight the factors that have contributed to the country’s economic success, and what investors should know. Burkhard also reflects on the Fed Chairman Kevin Warsh’s Jackson Hole Economic Symposium speech last Friday, and how markets responded.
The podcast currently has 4,086 episodes available.

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