In the Blind Spot (Japan’s Article 9, Jetsons, Media)
This edition of the Blind Spot Wrap was compiled by Izabella Kaminska (IK) and Dario Garcia Giner (DGG). Money, markets, and more: Bloomberg piece estimates just under 4.5mn families in the UK are in serious financial trouble. The Uber files released by the ICIJ outline Uber’s covert lobbying power over some Western politicians. An incredible […]
Spot Markets Live Transcript: 11/07/22
Hi everyone! Today’s Spot Markets live session is with Neil Collins, the former City editor of the Telegraph, FT columnist and now co-host of ‘A long time in finance’ with Jonathan Ford. Comments from Izabella and Neil that address audience questions have been put in bold Spot Markets Live – 11/07/22 Izabella Kaminska 10:58 Hello […]
ALTIF transcripts: Wirecard and the art of the Potemkin corporation
Wirecard and the art of the Potemkin corporation Wirecard was the rare German startup that seemed primed to become a global player. But it was all too good to be true, as Dan McCrum, financial sleuth at the FT, ultimately discovered. We talk to him about how he unmasked the scam, overcoming spies, mobsters and […]
In the Blind Spot (Pancake swaps, productivity, vaccines)
This edition of the Blind Spot Wrap was compiled by Izabella Kaminska (IK) and Dario Garcia Giner (DGG). Economics, markets, and money An excellent talk on the future of money by all-round banking expert Huw Van Steenis. A Trail of Bits report commissioned by the Pentagon questions how decentralised blockchains really are. Electronic vehicles are […]
Spot Markets Live Transcript: 04/07/22
Hi everyone! Today’s Spot Markets live session is with Ben Harrington, the founder and Editor of Betaville. Comments from Izabella and Ben that address audience questions have been put in bold. Spot Markets Live – 04/07/22 Izabella Kaminska 11:58 Hello everyone The usual seance beginning! Is there anybody out there? Hello and welcome to Spot […]
In the Blind Spot (Blockchain, NATO, renminbi)
Economics, markets, finance etc… Spanish newspaper estimates the current rise in EURIBOR will make the average mortgage to rise by €1,200 annually. Credit Suisse was found guilty and fined for involvement in money laundering related to a Bulgarian drug gang. Switzerland’s criminal court found the bank didn’t do enough to prevent the Bulgarians from extracting […]
In the Blind Spot (Energy distress, Melilla, Rocky IV)
Economics, finance, markets: The BIS is definitely not on team transitory. G7 proposes price cap on Russian energy. “The gas cap would operate simply by European countries refusing to pay above an as-yet unspecified fixed price for Russian gas.” This is the most absurd idea I have seen yet from our side. One doesn’t have […]
Spot Markets Live Transcript: 27/06/22
Hi everyone! Today’s Spot Markets live session is with Marc Ostwald, Chief Economist and Global Strategist at ADM Investor Services International, previously of Monument Securities. Marc is a fixed income specialist, who conducts his consensus-challenging forecasting and analysis of macro and microeconomic trends and central bank policies on a broad range of asset classes. Comments […]
In the Blind Spot (Swiss neutrality, inflation truthers, Czechia)
This edition of the Blind Spot Wrap was compiled by Izabella Kaminska (IK) and Dario Garcia Giner (DGG). Markets, finance, economics etc… Sri Lanka’s economy faces complete collapse. There is an inflation in the number of stories noting “politicians and central bankers” were complacent on inflation. Probably time to do a roll-call of the media […]
In the Blind Spot (Aircraft carriers, Rouble, Larry Fink )
This edition of the Blind Spot Wrap was compiled by Izabella Kaminska (IK) and Dario Garcia Giner (DGG). Markets, finance, economics etc… Russian rouble hits near 7-year high vs dollar as tax payments loom (chart courtesy of CNBC). Putin has been indulging in the schadenfreude. Here’s what he’s been saying in his domestic channels. The […]