Trump 2.0 policy, interest rates, and what bank earnings can tell us

Talking Capital
23/01/2025 29 min Episodio 47
Trump 2.0 policy, interest rates, and what bank earnings can tell us

Listen "Trump 2.0 policy, interest rates, and what bank earnings can tell us"

Descargar episodio Ver en sitio original

Episode Synopsis

In this episode, Ian and Robert discuss:Trump inauguration: why are tariffs important to investors and how might the changes to immigration policy impact the US economy?Interest rates: what is driving recent moves in market interest rates?Bank earnings: what do the recent earnings reports indicate about the strength of markets and the economy?

More episodes of the podcast Talking Capital

In conversation with Carrhae Capital's Ali Akay: exploring their selection process and investment philosophy in action 04/12/2025
Emerging Market Equities: navigating cycles, risks and opportunities 06/11/2025
Emerging Market Equities: opportunities, risks and investment strategies 02/10/2025
In conversation with Stoneshield Capital's Felipe Morenés: from investment strategies to opportunity identification and value creation 11/09/2025
Real estate: opportunities, how to access them and the selection process 10/07/2025
Real estate: market trends, its place in portfolios and the current opportunities 05/06/2025
In conversation with Berkshire Partners’ Mike Ascione: investment strategies and success stories 01/05/2025
Private Equity: opportunities, and the importance of building long-term relationships 03/04/2025
Private Equity: from fundamentals to opportunities 06/03/2025
The outlook for inflation, US growth and China 20/02/2025
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA