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BM Talks
Sensible Market Commentary
Episodes
19 episodes
BM Talks: Rob Ford, Professor of Politics, Speaks
Rob Ford, Professor of Politics at Manchester University and co-author of Brexitland, talks to us about:- What will happen in the 3 by-elections- What this means for the UK General Election- The new division between voters- Why ...
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Season 2
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Episode 7
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39:45
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BM Talks: Kweku Adoboli speaks - from Summer 2018
This is an episode from our archives. We spoke to Kweku Adoboli, the former UBS trader who went to prison for rogue trading that was uncovered in 2011. In the summer of 2018, having served his time, he spoke to us about the mechani...
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Season 2
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Episode 6
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30:16
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BM Talks: Hugh Hendry Speaks
We asked Hugh: What assets does he want to own this year ?What does he think about inflation?What was his favourite trading day? Which policymaker is getting it right? He shares...
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Season 2
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Episode 5
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42:53
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BM Talks: Rana Mitter, Professor of History of China, Speaks
We asked: Will China invade Taiwan?Can China meet its growth target?What does China think of Liz Truss?What is Xi Jinping's ideology?What are China's demographic challenges?And final...
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Season 2
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Episode 4
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41:18
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BM Talks: David Smith, The Sunday Times Economics Editor, Speaks
We asked: Will there be a UK recession this year?Will Working From Home solve the Productivity Puzzle?Is Rishi Sunak doing a good job?Who is his favourite UK Chancellor? How has business...
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Season 2
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Episode 3
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54:42
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John Reade of the World Gold Council on Gold
We asked: Is Gold still an inflation hedge?When is Gold a safe haven?How does Gold fit into a portfolio?How does Gold compare to Crypto? How liquid is the Gold marketHave centra...
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Season 2
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Episode 2
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31:53
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Sir Christopher Meyer on Geopolitics
Former British Ambassador to the United States, Sir Christopher Meyer talks to us about the upcoming US elections, the role of China, the UK under Boris Johnson and the future of the European Union. He explains the greatest challenges he faced ...
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Season 2
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Episode 1
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41:35
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Panagiotis Vlachopoulos on inflation and the global economy
We asked:What happens to inflation?Can central banks hold their nerve?What does the post-pandemic economy look like?Do investors still need bonds in their portfolio?Where are the opportunities in ...
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Season 1
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Episode 12
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31:48
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ASI's Richard Dunbar on Asset Management
We asked: What does the future of asset management look like?Where do ETFs fit in?Can blockchain revolutionise the industry?How has the virtual world worked during the pandemic?In the search ...
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Season 1
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Episode 11
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42:12
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The Economist's Philip Coggan on what 10,000 years of economics teaches us
We asked: What can we learn from the response to the Spanish Flu?Are we going back to the inflation of the 1970s?How does the Technological Revolution compare to the Industrial Revolution?Are ...
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Season 1
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Episode 10
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34:14
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Sir John Key on New Zealand, China and the pandemic
Helen asked about China, NZ approach to them, how aggressive will China be and can it drive a wedge between NZ and Australia? NZ has always had a good relationship with China, the Five Eyes has morphed into making...
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Season 1
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Episode 9
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47:14
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Rob O'Rahilly on banking, fund management, balance sheets and beyond
We asked:How has QE evolved since the financial crisis?What are we to make of increased borrowing by governments?What is the major source of systemic risk today?What is causing wobbles in the bond market?<...
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Season 1
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Episode 8
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34:15
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David Hoey and Mick Fealty on the Ireland/Northern Ireland Protocol
We asked:What is the Ireland/Northern Ireland Protocol?What happened over Article 16 and why?What are the immediate implications for NI businesses? How much friction is there between EU vs UK, UK vs R...
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Season 1
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Episode 7
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44:58
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Nancy Davis on trading inflation and volatility
We asked:What is going to happen to inflation, interest rates and volatility?What will the Fed do?What measure of inflation is the best one to follow?What is the risk from investing in mortgage securities?...
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Season 1
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Episode 6
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32:26
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Mohamed El-Erian on the Different Normal
We asked:What does the post pandemic world look like?What sectors will struggle and which will notWas the massive intervention of March 2020 a massive bail out?What advice would you give the Fed?W...
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Season 1
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Episode 5
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35:21
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David Buik on The City
We asked:Are stockmarkets bubbly?What next in UK politics after Brexit?What sectors will outperform and which will struggle?How has technology changed the markets? How will The City adapt...
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Season 1
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Episode 4
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34:27
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Nicola Horlick speaks about fund management, tokenisation and more
We asked:What are the challenges facing the fund management industry? Is ESG a bubble or is it here to stay? What does Brexit mean for the City?Has the government done enough to save small busine...
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Season 1
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Episode 3
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31:37
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