Global Research Unlocked
98 episodes — Page 1 of 2
The return of correlations
Oct 19, 202625 min
The last war isn't the next one; Asia and US defense fundamentals remain strong
Oct 17, 202626 min
Must Read Research: Oil, the Consumer, Rates and Elections
Oct 13, 20265 min
Global Rates & FX Views: Global bond selloff & credit impact
Oct 11, 202631 min
Must Read Research: AI + Quantum: The Ultimate Power Couple?
Oct 6, 202622 min
Post NFP Takeaways: Econ, Rates, FX
Oct 5, 202628 min
There’s space for traditional wireless too; LEO can coexist with terrestrial networks
Oct 5, 202618 min
Signals & Noise: Earnings Over Elections
Oct 2, 20268 min
Novel now, big scale shortly; AV speed reinforced by Bay Area trip
Oct 2, 202624 min
Must Read Research: Rates, Crops, Korea, and Prediction Markets
Sep 29, 20265 min
Global Rates & FX Views: Rates and inflation
Sep 25, 202617 min
Consumers resilient but many retail stocks are on the sale rack
Sep 24, 202623 min
Must Read Research: Fed Hiking Cycle; Brazil Optimism; Australia’s AI Boom; AV Commercialization
Sep 22, 20265 min
Global Rates & FX Views: The great central bank review
Sep 18, 202620 min
Signals & Noise: When Income Became an Outcome
Sep 18, 202610 min
Must Read Research: Walmart & Ads; Quantum, Computing Power Trading; Lodging Demand
Sep 15, 20266 min
Signals & Noise: Four Themes Driving Emerging Markets
Sep 14, 20266 min
Signals & Noise: AI Exposure, Less Volatility? Enter Converts
Sep 14, 20269 min
Global Rates & FX Views: CPI, Fed, & buyback implications
Sep 14, 202628 min
Global Rates & FX Views: NFP: what it means for US rates & USD
Sep 4, 202624 min
Shaky ‘26 for alt asset manager stocks, but steady asset inflows
Sep 4, 202617 min
Must Read Research: Fund Manager Survey; Our New AI Tracker; Gold’s Rally and K-shape Convergence
Aug 24, 20269 min
Must Read Research: AI Financing, Convertibles, AI and Labor, Australian LNGs
Aug 17, 20269 min
Global Rates & FX Views: August summer guide
Aug 14, 202622 min
Must Read Research: Earnings; European Energy Markets; Memory Demand; MSCI EM Reshuffle
Aug 11, 20268 min
Global Rates & FX Views: NFP & refunding review
Aug 7, 202628 min
Must Read Research: Russell Concentration, Hazardous Trash is the New Treasure; AI Financing
Aug 4, 20266 min
Global Rates & FX Views: Central banks – the aftermath
Jul 31, 202621 min
Declining costs mean more rising rockets; launch costs key for space industrialization
Jul 31, 202623 min
Signals & Noise: July FOMC meeting: oil or nothing
Jul 28, 20268 min
Must Read Research: Semiconductor Signals, AI Scale, and the Power Behind It
Jul 27, 20267 min
Signals & Noise: Bubble Building in the Age of AI
Jul 27, 202613 min
Global Rates & FX Views: Hyperscalers, credit, & rates
Jul 24, 202621 min
Signals & Noise: Our case for 3 rate hikes this year
Jul 21, 20266 min
Must Read Research: High Bar for 2Q; Netflix; Heatwaves and Corn; US TSY Softening Demand
Jul 21, 20266 min
Global Rates & FX Views: Japan’s GPIF, Fed and ECB
Jul 17, 202619 min
A conversation about business and sport with Gary Neville
Jul 16, 202633 min
A conversation about business and sport with Gary Neville (video)
Jul 16, 202632 min
The Consumer’s Summer Spending Surge
Jul 15, 202620 min
From sports to pop culture: Prediction markets $1 trillion bet
Jul 14, 202624 min
Positive structural case for EM won’t collapse under a few Fed hikes
Jul 14, 202630 min
Must Read Research: SpaceX; The Next AI Winners; Europe’s Earnings Momentum; Buy Value
Jul 13, 20267 min
MOU-nting inflation concerns
Jul 13, 202626 min
Post NFP Call
Jul 2, 202615 min
Signals & Noise: U.S. Equity Mid-Year Outlook 2026 — Buy Stocks, Not the Index
Jul 2, 20269 min
Must Read Research: Shifting Econ Outlook; Concentration Bubble Risk; Semis; Prediction Mkts
Jun 29, 20266 min
Signals & Noise: Updating the Outlook—Growth Up and Policy Tightening Ahead
Jun 29, 20265 min
Mid-year review
Jun 29, 202616 min
America at 250 – Innovation, Market Leadership and the Power of Compounding
Jun 23, 202621 min
Task force hawkish
Jun 22, 202626 min