Spot Markets Live Transcript, 23/10/23 (Venezuela, China and the Middle East, Uber)
(Comments in bold directed towards audience members) Julian Rimmer 10:30 Good morning, aloha and greetings, fellow market wizards. This fine autumnal morning I’m joined once again by Dario, Spot Markets Live’s resident geopolitical expert and Zoomer Dario Garcia Giner 10:31 Howdy, y’all! Julian Rimmer 10:31 Some phatic communion… agreeable weekend? Dario Garcia Giner 10:31 As […]
In the Blind Spot (Central bank funding models, Japan FX risk, Iron beams)
Good noon-ish, Blind Spot readers. Apologies for another Sunday send-out. It’s been a busy week, involving travel to Warsaw and sleep deprivation. Closer to home, I’m getting a foreboding sense that central bankers are about to up the ante on experimental thinking to stave off fiscal creep in their day-to-day operations. Austria’s Robert Holzmann let […]
Spot Markets Live Transcript, 20/10/23 (M&A pipeline, Cbank funding models and Poland latest)
Today Izabella Kaminska11:29 … Morning from Warsaw, Poland SMLers, where I was moderating a CFA panel yesterday about Poland’s economic policy outlook. Ben Harrington11:31 Hey! Betaville back in the house! Little old Betaville Izabella Kaminska11:32 So yep, Im in warsaw. It was actually super fun this panel because nobody agreed with anyone and one point […]
Spot Markets Live Transcript, 19/10/23 (Tesla, China’s Belt and Road, Freedom ETF)
(Comments in bold directed to audience members) Julian Rimmer 10:30 Good morning, aloha and greetings fellow market wizards. Today Izzy is flying (I mean literally, not just in high spirits) So this grizzled, battle-hardened, embittered veteran of some three decades in the trenches of the City, is rejoined by The Blind Spot’s geopolitical expert, Dario […]
Spot Markets Live Transcript, 18/10/23 (Cables, Deglobalisation, Inflation and VC Misvaluation)
Julian Rimmer 10:32 Good morning, aloha and greetings fellow market wizards. I just realised I was typing in the wrong window. I was frankly overcome with self-loathing yesterday when I realised that co-host Dario, has a Generation Z neuralink to the keyboard that allows him to type faster (and flawlessly) than I am able to […]
Spot Markets Live Transcript, 17/10/23 (Azerbaijan and Armenia, oil, meme stocks)
(Comments in bold directed to audience members) Julian Rimmer 10:30 Good morning, aloha and greetings fellow market wizards. This morning, we are bereft of the services, input and multitasking wherewithal of Ms Kaminska but instead have resource to The Blind Spot’s exotically-appellated geopolitical expert, Dario Garcia Giner. So, pull up a chair and if you’re […]
Spot Markets Live Transcript, 16/10/23 (Polish elections, VC armageddon, Reserve requirements)
Izabella Kaminska 10:30 Hello everyone… Is there anyone out there? Julian Rimmer 10:30 only me? Good morning, aloha and greetings fellow market wizards. Well, the Indian summer is very definitely over, the nights are shortening, and there’s an uncomfortable sense of impending doom. Izabella Kaminska 10:31 Good morning everyone. But, I have to say, the […]
In the Blind Spot (A big banking glitch in Japan paves the way for the digital yen)
Dear Subscribers, It’s gearing up to be a very busy October. And the big news over at the Blind Spot is that we have relaunched Spot Markets Live. The intention is to run the show until Christmas with former trader/broker turned wordsmith Julian Rimmer, and then reassess. It’s our final stab at making this work. […]
Spot Markets Live Transcript, 13/10/23 (Bonds, Uranium, Wine, Polish elections)
Izabella Kaminska10:26 10:28 Hello and welcome back to SPOT MARKETS LIVE. Yes, we’re back. Mainly because the markets are looking a little iffy again. But also because we finally found ourselves a solid partner for a daily gig. 10:31 Just waiting for the rabble to arrive. Sorry, typos already, so deleted the last comment. Hello […]
How Elon Musk made eastern Germany great again (POLITICO)
By Wilhelmine Preussen · Oct 11, 2023 GRUNHEIDE, Germany — Grünheide isn’t a household name, even in Germany — but Elon Musk’s announcement four years ago that he’d build Tesla’s first European gigafactory near the eastern German town put it on the map. Now French President Emmanuel Macron, Italian PM Giorgia Meloni and Turkish President […]