Spot Markets Live, 21/11/23 (OpenAI, Milei, S&P equity concentration)
All comments in bold addressed to audience members Julian Rimmer 10:31 Good morning, aloha and greetings fellow market wizards Apologies for airwave silence yesterday but technological problems and a race against time defeated us. Nonetheless, here we are this morning, postively brimming with vim and information And greetings, Dario Dario Garcia Giner 10:32 Greetings Julian, […]
In The Blind Spot (Radio Free Europe gives way to TikTok meme warfare)
Dear Subscribers, Since nobody can agree if central bank losses really matter, and/or if raising the minimum reserve requirement makes sense or not, I thought it might be helpful to revisit perspectives from 2009 to see what highly respected central bank voices were saying back then about the prospect of sticky QE exits. So here, […]
Spot Markets Live, 17/11/23 (Finance ski challenge, EM opportunities, Pawnbrokers for all season)
Julian Rimmer 10:30 Good morning, Aloha and greetings fellow market wizards And I am joined this morning by Izzy whom I introduce to you a little bit like when Parky introduced Helen Mirren onto his talk show. This is what I want you to imagine 10:31 Parkinson introducing Helen Mirren – Google Search Izabella Kaminska […]
Spot Markets Live, 16/11/23 (Train strikes, Attritable Weaponry, U.S. Housing)
Julian Rimmer 10:30 Good morning, Aloha and greetings fellow market wizards you can tell that Christmas is fast approaching not the sound of jingle bells or Christmas lights sparkling on the high street but rather an announcement from the train unions that they are going on strike more of this later but first, buenos dias […]
Spot Markets Live, 15/11/23 (Gaza Marine Gas, Student-Loan Securities, Tightening M2)
Comments in bold addressed to audience members Julian Rimmer 10:31 Good morning, aloha and greetings, fellow market wizards Once again I’m joined by Dario down there in the south of Spain which is where someone who spent three decades in the city should be but isn’t morning dario Dario Garcia Giner 10:31 Aloha! Julian Rimmer […]
Spot Markets Live, 14/11/23 ( Tesla, Japanese Carry Trade, Catalonia)
Julian Rimmer 10:31 Good morning, Aloha and greetings fellow market wizards Nunc tempus loquendi joined once again, this grim, damp autumnal morning by our geopolitical zoomer, Dario hola Dario Garcia Giner 10:31 Hola! Julian Rimmer 10:32 So, Dario, a disturbing anecdote Dario Garcia Giner 10:32 Do share Julian Rimmer 10:32 When I was young, my […]
Spot Markets Live, 13/11/23 ( Moody’s, AirBNB, Panama Canal cont’d)
Comments in bold addressed to audience members Julian Rimmer 10:30 Good morning, Aloha and greetings fellow market wizards Nunc tempus loquendi This morning, I am once again joined by our geopolitical Zoomer, Dario The Zoomer types, writes and thinks quickly, deftly, lightly switching from one subject to another with no more forethought than a swallow […]
In the Blind Spot (Spanish sovereignty, technocracy and stablecoins)
Dear Blind Spotters, It’s Remembrance Sunday so I’m going to keep today’s intro short. My main value-add of the week is that I had the opportunity to interview City Minister/Economic Secretary to the Treasury Andrew Griffith at Politico’s first-ever UK Financial Services summit on Thursday. He told me that the reason pensions reform was missing […]
Spot Markets Live, 10/11/23 (Repo markets, Adam Glapinski, Ozempic)
(Comments directed towards audience members in bold) Julian Rimmer 10:30 Good morning, Aloha and greetings fellow market wizards Izabella Kaminska 10:30 Morning. How are you today? I have a bit of a headache I confess. Julian Rimmer 10:30 I’m very sorry to hear this Izabella Kaminska 10:30 .Not just because I had to do three […]
Spot Markets Live 09/11/23, (China, Adani Group, EPS Growth)
(All comments in bold addressed towards audience members) Julian Rimmer 10:30 Good morning, Aloha and greetings fellow market wizards. Nunc tempus loquendi first of all, we have some major news in the house and congratulations to bestow on our resident Zoomer Dario has passed his driving test Plaudits Dario Dario Garcia Giner 10:31 9 years […]