The GlobalCapital Podcast
A weekly podcast from GlobalCapital, the capital markets news service based in London and New York, discussing its most interesting stories from around the world.
Every Friday, listen to lively discussion about the very latest themes, the most innovative and important bond and equity issues and syndicated loans and much more from the capital markets.
This podcast is for anyone working in - or who wants to work in - the capital markets from investment bankers, to funding and treasury officials, investors, lawyers, analysts, NGOs and lobbyists, regulators and policy makers, and analysts.
GlobalCapital has been the "voice of the markets" for over 35 years, covering bond, loan, equity and securitisation markets around the world.
We cover everything from public sector bond issuers, financial institutions, emerging markets and investment grade corporate bonds and loans to securitisation (including CLOs and ABS), regulation and market news as well as industry gossip.
GlobalCapital is written for capital markets professionals but the podcast is of value to anyone with an interest in the industry, whether you have been working in it for as long as we have, or are looking to make your first career move into it.
This podcast is a commute-sized slice of everything that's most interesting from the world's capital markets with the aim of helping you sound smarter in your morning meeting, or making you stand out from the crowd of other hopefuls when kick-starting your career.
And don't forget, you can #AskGC anything you like and we will select the best questions to answer on the show.
Contact us at podcast@globalcapital.com
The GlobalCapital Podcast
Could AI revive real intelligence in investment banking?
◆ How worrying is Section 899? ◆ A summer of toil for public sector issuers ◆ Seesawing curves in FIG
The bland outpourings of ChatGPT could not be further from the penetrating, critical advice big companies, governments and investors want from investment banks.
But could one foster the other? That is the ideal banks are striving for with a plethora of projects to use artificial intelligence — not for the hard stuff, they say, but for the easy stuff.
Automating tiresome work like compiling presentations could free up time — especially for junior bankers. But what are the juniors going to do with their free time?
Sir Siegmund Warburg, founder of SG Warburg in 1946 and father of modern European investment banking, had a few ideas…
One task human intelligence is struggling with is understanding Section 899 of President Trump’s One Big Beautiful Bill. Clearly intended as a revenge tax to penalise investors in countries whose tax policies the US considers unfair, its scope of implementation is very unclear. So far, debt capital markets have paid little attention, but it could bite them hard.
And this week in the market, supranational, sovereign and agency borrowers were packing in the funding. Could June be another January, stuffed with deals? And could January stretch into July?
The curve balls Trump is hurling at the economy are leading to weird dynamics in the financial institution bond market, with the curves for covered bonds and senior debt undulating differently. Can issuers and investors make sense of it?
