Economic Insights

Selim
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Get the edge on global economics and markets with our podcast, delivering the freshest economic insights and latest market developments!

  1. 3D AGO

    Rally, Punch, Hug: Markets Search for Direction

    Selim and Alex unpack a rollercoaster week where markets whipsawed between weak retail data, a surprisingly strong US jobs report, and a benign CPI print that some called "Goldilocks." They cover Japan's historic election landslide and what "Sanaenomics" means for markets, the collapse of Wall Street's consensus trades amid AI disruption fears, and a bearish dollar thesis gaining traction. The episode also dives into emerging markets — from India's fiscal balancing act to Turkey's rate cut path, South Africa's commodity windfall, and Hungary's high-stakes election setup.

    17 min

  2. FEB 8

    Shelter In Place Or Buy The Dip?

    AI host Alex and Selim break down how historic precious metals carnage collided with Wall Street's AI spending reckoning. From software lenders watching distressed loans double overnight to the BOE's dovish four-member revolt signaling rate cuts ahead, they navigate a week where markets couldn't decide between shelter-in-place and buying-the-dip.

    23 min

  3. FEB 1

    My Precious! How Warsh Nomination Crushed the Metals Rally

    AI host Alex and show producer Selim discuss the extreme volatility in precious metals and crypto markets, Kevin Warsh's nomination as FED chair, warn of an impending EM sell-off. Emering markets are in focus with markets in Indonesia, Brazil and Mexico get a special mention.

    19 min

  4. JAN 25

    Japan's Truss Moment, Davos Drama & Silver's Historic Rise

    Alex and Selim talk about how Greenland almost sparked a transatlantic trade war until cooler heads prevailed in Davos, while Japan's bond yields went parabolic on election-fueled fiscal populism. Meanwhile, silver hit triple digits for the first time ever - silver linings don't come cheap anymore.

    19 min

  5. JAN 18

    Elections, Interventions, and Central Bank Independence

    AI host Alex and show producer Selim talk about the volatile week as geopolitical tensions flared from Tehran to Greenland, while the Fed Chair faced unprecedented DOJ pressure over central bank independence. Beneath softer headline CPI, US data revealed sticky inflation and resilient growth forcing traders to rethink rate cuts, while Japan's snap election prospect sent the Yen to yearly lows. From European defense commitments in the Arctic to emerging market easing cycles, they break down how political drama is reshaping the global economic landscape.

    17 min

  6. JAN 11

    Caracas to Carry Trades: Geopolitics Drives Markets

    This week Ai host Alex and show producer Selim analyze the extraordinary geopolitical developments from Venezuela to the Middle East, explain why oil is heading to the low $50s despite the chaos, and explore where the real opportunities are emerging—from Turkish lira carry trades to South African bonds. Plus: why the dollar's bearish outlook might accelerate and what next week's CPI print means for the Fed.

    20 min
  7. 2026 Outlook Edition

    12/07/2025

    2026 Outlook Edition

    AI host Alex talks to Selim about FED, currencies, commodities and emerging markets' outlook for 2026.

    17 min
  8. Don't Fight the FED

    11/30/2025

    Don't Fight the FED

    AI host Alex talks to the show producer about FED expectations, UK budget and Emerging Markets.

    14 min
See All (13)

About

Get the edge on global economics and markets with our podcast, delivering the freshest economic insights and latest market developments!

Information

  • Creator
    Selim
  • Years Active
    2025 - 2026
  • Episodes
    13
  • Rating
    Clean
  • Copyright
    © Selim
  • Show Website
    Economic Insights