19 episodes

Sensible Market Commentary

BM Talks BlondeMoney

    • News

Sensible Market Commentary

    BM Talks: Rob Ford, Professor of Politics, Speaks

    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 Nigel Farage isn't done yet
    - The outlook for UK politics

    • 39 min
    BM Talks: Kweku Adoboli speaks - from Summer 2018

    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 mechanics of marketing making and prop trading in ETFs and other Delta One products. He explained how he used proxies for volatility to hedge positions and how this can lead to hidden leverage within the financial system. He has a unique perspective of trading through the financial crisis that he is now free to discuss as someone outside of the system. 

    • 30 min
    BM Talks: Hugh Hendry Speaks

    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 how he was once under attack by Robert Mugabe as well as waxing biblical from his Caribbean island. 

    • 42 min
    BM Talks: Rana Mitter, Professor of History of China, Speaks

    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 finally... what is the best programme on Chinese TV?

    • 41 min
    BM Talks: David Smith, The Sunday Times Economics Editor, Speaks

    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 journalism changed?And of course... what's his favourite joke?

    • 54 min
    John Reade of the World Gold Council on Gold

    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 central bank holdings of Gold changed?

    • 31 min

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