ALTIF Transcripts: HS2
With Britain facing “eye-watering” decisions about public spending, many have set their sights on HS2 as the sort of gilded “grand project” the UK can no longer afford. But does scrapping it make sense, and what sort of infrastructure should Britain invest in instead? Neil and Jonathan talk to rail expert Tony Berkeley and Tom […]
Spot Markets Live Transcript: 07/10/22
Today’s Spot Markets live session is with Anjuli Davies, formerly of the Telegraph and Reuters, Davies’ last posting was as Senior City Editor for the Telegraph, moving there from her role as Acting Chief UK Financial Correspondent for Reuters. Comments addressing audience statements are in bold. Izabella Kaminska 11:58 … Hello and welcome to Spot […]
In the Blind Spot (Brazil, Techno-geddon, A Fiscal Swap)
This is a bumper “retrospective” edition of the Blind Spot Wrap based on the fact Izzy has been on the road all of last week. Econ, Business, Finance etc: The White House deleted a tweet related to social security increases after a community-led fact check by Twitter highlighted the increase was due to long-standing inflation […]
Spot Markets Live Transcript: 31/10/22
Today’s Spot Markets live session is with Anjuli Davies, formerly of the Telegraph and Reuters, Davies’ last posting was as Senior City Editor for the Telegraph, moving there from her role as Acting Chief UK Financial Correspondent for Reuters. We also have a fly-by from Tom Hayes, the former UBS rates trader who was sentenced […]
ALTIF Transcripts: Northern Rock, Part 2
In the second part of our series on Northern Rock, Neil and Jonathan pick over the lessons from the 2007 collapse of the world’s most famous ex-building society with former chancellor of the exchequer Alistair Darling, Stanford finance professor Anat Admati, and bank expert Dan Davies. As interest rates rise, and tremors course through financial markets, […]
ALTIF Transcripts: The Fall of Northern Rock, Part 1
For a few weeks in 2007, a small ex-building society in Newcastle became the world’s most famous bank as TV news cameras showed customers queuing at branches for their cash. Initially seen as a Victorian throwback, it later became clear that the collapse was a warning of much wider problems to come. As worrying tremors again […]
Spot Markets Live Transcript: 24/10/22
Comments addressing audience statements are in bold. Today’s session is with Dario Garcia Giner. Izabella Kaminska 11:58 .. Hello and welcome to this special edition of Spot Markets Live. It’s special because it’s the half term which means I’m currently trying to type while being stalked by a rabid four-year-old who refuses to turn off […]
Spot Markets Live Transcript: 19/10/22
Comments addressing audience statements are in bold. Today’s session is with Dario Garcia Giner. Izabella Kaminska 11:59 Greetings and welcome to the weekly Spot Markets Live session that’s usually on a Monday but happening on a Wednesday today because of my journeys to Portugal to attend the London Bullion Market Association annual conference. So apologies […]
ALTIF Transcripts; The Great Pension Fund Panic of 2022
The market panic that followed Kwasi Kwarteng’s mini budget last month has been blamed on pension funds doing something called LDI. But what is this strange practice, what is its purpose, and how has it led to a £65bn meltdown in the pensions market? Neil and Jonathan talk to pensions expert (and grand wizard of […]
In the Blind Spot (Hyper-capitalism, Drones, UAP)
Dear readers; Izabella is off this weekend conferencing around Europe, and as such has left the Blind Spot Wrap in the shaky hands of Dario. As such, the notes below are dangerously unsupervised and prone to the arrogance and over-intellectualisation typical of inexperienced under-30s. Please bear them with patience. Media & Market Matters Greek renewable […]