Latest episodes of the podcast Perspectives
AI Bubble II? Mortgage Rates and Fed Cuts
07/11/2025
Nostalgia and Markets: A 90s Perspective
16/09/2025
November
18/11/2024
China Part 1
26/10/2024
Back in the Saddle
18/10/2024
Let it Flow
07/10/2024
Thinking Differently
06/10/2024
Analysts
05/10/2024
Melt Up
04/10/2024
Year End Thoughts
14/12/2023
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