Podcasts about capital markets

After two years of full steam ahead for U.S. equity markets, 2025 has so far featured a number of speed bumps and even a few U-turns for some key areas of the market. With continued market volatility and a stock market correction, how should investors be thinking about the U.S. equity market as compared with the rest of the world?Carrie King, U.S. and Developed Markets Chief Investment Officer for BlackRock's Fundamental Equities group will discuss market volatility, rotations and the state of the U.S. equity market.Sources: Q2 Equities Outlook, BlackRock 2025Check out the full series covering tariffs and market volatility on The Bid: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI?si=TNiOrYRoSxyXVsbwsBs68QKey moments in this episode:00:00 Introduction to Market Volatility and The Equity Landscape02:00 Recap of Previous Discussion and Market Trends03:48 Broadening of the Equity Markets04:27 US vs. Global Market Performance05:13 Drivers of Market Rotation and Volatility06:28 Fundamental Shifts in the Market09:15 European Market Outperformance12:11 US Exceptionalism and Future Outlook15:11 Health of US Corporations and Consumers18:14 Investor Sentiment and Future Outlook19:20 Conclusion and Investor Takeaways

Lex chats with Stani Kulechov - founder and CEO of Aave, a leading decentralized finance (DeFi) protocol. They explore the evolution of DeFi, Aave's growth, and its architectural shift from a peer-to-peer model to pooled liquidity. Stani reflects on the early days of DeFi, the impact of the FTX collapse, and the increasing adoption of DeFi over centralized exchanges. They discuss Aave's strategies for attracting assets, the importance of capital efficiency, and future innovations, including the tokenization of real-world assets and the role of stablecoins. Notable discussion points: 1. Aave Reaches $40 Billion in Net Deposits: Stani Kulechov shared that Aave has achieved a record-breaking $40 billion in net deposits and $25 billion in active liquidity, making it the largest DeFi lending protocol ever by total value locked (TVL). 2. DeFi's Evolution from Peer-to-Peer to Liquidity Hubs: The conversation detailed Aave's architectural shift from early peer-to-peer lending models to pooled liquidity and now to a hub-and-spoke model with Aave V4 — designed to balance capital efficiency and risk segregation for both native crypto and real-world assets (RWAs). 3. The Rise of Real-World Assets and Stablecoins in DeFi: Kulechov emphasized that tokenized real-world assets (like treasuries) and decentralized stablecoins (such as Aave's GHO) are reshaping the DeFi landscape, predicting RWAs will outgrow both stablecoins and native crypto assets in total value locked within five years. MENTIONED IN THE CONVERSATION Topics: Aave, Lens Protocol, GHO, Horizon, FTX, Project Guardian, AaveDAO, MakerDAO, Web3, DeFi, Lending, stablecoins, tokens, RWA, decentralized finance, capital markets, DAO, Digital Assets ABOUT THE FINTECH BLUEPRINT 

Adi Bhoopathy, Managing Principal and Head of Capital Markets at Noble Investment Group, joins No Vacancy Live to share his insights from over two decades of investing in the hospitality sector.   Since joining Noble in 1999, Adi has helped lead more than $4.5 billion in transactions, playing a pivotal role in shaping the firm's investment strategy and capital relationships. In this episode, we dive into how Noble identifies opportunity in a rapidly evolving market, why Adi believes hospitality is a resilient and rewarding asset class, and what it takes to build trust with institutional partners.   From capital markets to culture, Adi offers a behind-the-scenes look at what drives one of the industry's most active hotel investors.

Thought leader David Faller (SVP of Capital Markets at Associated Bank) joins Steve Grzanich in this week's Associated Bank Thought Leader Conversation to talk about the first steps towards a Brexit reset with a new deal between the U.K. and the European Union, as well as the alternatives China is looking at outside the U.S. market.

Highlights: • Credit spreads are tightening—even as risk rises • What's driving demand in a weak-growth environment • How auction dynamics and bank guidance skew pricing • Fair value vs. mark-to-market: Why it matters to investors • Intengo's approach to building better fair value models Thanks for listening! Follow us on Linkedin.

Adi Bhoopathy, Managing Principal and Head of Capital Markets at Noble Investment Group, joins No Vacancy Live to share his insights from over two decades of investing in the hospitality sector. Since joining Noble in 1999, Adi has helped lead more than $4.5 billion in transactions, playing a pivotal role in shaping the firm's investment strategy and capital relationships. In this episode, we dive into how Noble identifies opportunity in a rapidly evolving market, why Adi believes hospitality is a resilient and rewarding asset class, and what it takes to build trust with institutional partners.  From capital markets to culture, Adi offers a behind-the-scenes look at what drives one of the industry's most active hotel investors.

The whole squad is back and so is the bull market energy. In this episode, we break down the biggest trends shaking up crypto right now, from Hyperliquid's monster comeback to Sui's rise as the new Solana contender. Is Internet Capital Markets (ICM) the narrative that kills venture capital?~~~~~

It's been quite a ride for equity markets this year. Uncertainty and volatility hit a fever pitch in the weeks following President Trump's sweeping tariff announcement in April as investors feared the potential for rising inflation, slow economic growth, and US assets, losing their aura of dominance. Tony DeSpirito, global CIO for BlackRock's Fundamental Equities Group, joins host Oscar Pulido to help make sense of recent market turmoil from an equity perspective where he sees opportunities amidst the volatility and what history tells us to expect as we look ahead to the rest of the year.Sources: Equity Market Outlook Q2 2025, BlackRock; BlackRock Fundamental Equities, with data from Morningstar & Bloomberg as of April 30, 2025;Check out the full series covering tariffs and market volatility on The Bid: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI?si=TNiOrYRoSxyXVsbwsBs68QKey moments in this episode:00:00 Stock Market Turmoil and Recovery01:22 Tony DeSpirito Gives His Q2 Outlook04:15 Historical Equity Markets Volatility06:53 Where Equity Opportunities in Volatile Markets Lie12:55 Global Market Comparisons17:34 Final Thoughts and Investor Considerations

Defined outcome ETFs are redefining how investors manage risk and achieve targeted outcomes in their portfolios. This panel will delve into how these ETFs use options to mitigate risk, their role in managing market volatility, and the ripple effects they are creating across the options and futures markets. Moderator: Geoff Gaiss, Vice President, Global Deriviatives, TRAFiX Panelists: John DiBacco, Global Head of Derivatives, Clear Street Brian Gilbart, Head of Options Market Development, NYSE Sara Levin, Director, ETF and Derivative Trading, WallachBeth Capital Matt McFarland, Senior Vice President, Capital Markets, Vest Financial

Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we go through day one of MBA's Secondary Conference from New York City. Plus, Robbie sits down with BOK's Chris Maloney on Agency MBS issuance trends, prepayment speeds, and why the money supply still matters. And the podcast concludes with a look at why there was so much volatility to open the week.Xactus is a leading fintech committed to the continued transformation of the mortgage verification industry. Pioneering a new class of technology – Intelligent Verification – Xactus is redefining how the industry originates and services mortgages. With Xactus360, our industry-first Intelligent Verification Platform, we put the full power of the market's leading verification partner into a user-centric technology that harnesses real-time insights to power automated actions enabling clients to make faster, better decisions with the right data at the right time. 

In this episode, Stewart Webster, our new Host of Masters of Risk, sits down with Cameron Dayne, EVP & Managing Director, West Region Sales Team Lead at Zions Capital Markets. With all the volatility in the market, they take a deep dive into how it impacts your business. More S&P Global Content: [Tariffs website] International Trade and Tariffs Insights & News​ Masters of Risk podcast episodes Evaluating Credit Risk in Mid-Market Investments Credits: Host: Stewart Webster Editor and Producer: Alisha Rappaport www.spglobal.com/market-intelligence www.spglobal.com

Chantal Marx of FNB Wealth and Investments runs us through the day's market developments, Chinese interest rates, resources trading stronger, jewellery demand, Sasol's Capital Markets day, the rand continuing to strengthen, and PGMs. SAfm Market Update - Podcasts and live stream

This evening we dive into market movements with FNB Wealth and Investments, we speak to Sasol about their recent Capital Markets day and strategy for the next three years, Orbis helps us unpack the conflict between price and fundamentals, tech analyst Mudiwa Gavaza gives us an update on the deal between Vodacom and Maziv as government intervenes, and we speak to Tru-Cape about SA's Flash Galav apples hitting a export record. SAfm Market Update - Podcasts and live stream

Markets ended the week on a steady note after big gains driven by a US-China tariff rollback. But new worries about inflation, consumer confidence, and a blocked tax bill kept traders cautious. Let's unpack it.Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Matt and Nic are back with another week of news and deals. In this episode: Why is Boston such a good sports city? Price inflation in dinosaur skeletons Cryptopunks IP is sold Machinsky is sentenced Nakamoto Holdings launches Meta wants to add stablecoins to its platforms Exchanges are honeypots for KYC data Coinbase suffers a data breach The GENIUS act is going to a vote next week GENIUS act new provisions More Movement shenanigans Thailand is launching a $150m crypto token Content mentioned in this episode: Tuongvy Le and Austin Campbell published a paper, "Crypto and The Evolution of Capital Markets", which dissects the current market structure for securities trading and settlement and discusses how blockchain networks can improve this architecture.

Investment opportunities in India have been gaining significant attention, driven by the country's robust economic growth and favorable demographic trends. But what are the key factors that make India an attractive destination for long-term investment opportunities, and how can they navigate the complexities of this dynamic market? Vivek Paul, Head of Portfolio Research and UK Chief Investment Strategist for the BlackRock Investment Institute, will help explore the investment landscape in India, the opportunities in public markets, and the long-term growth potential driven by the country's economic growth and demographic strengths. We'll also delve into the implications of India's rapid digitization and resilience in a fragmented geopolitical landscape and discuss the challenges investors should consider in this evolving market. Key moments in this episode:00:00 Introduction to Investment Opportunities in India00:53 Exploring India's Economic and Demographic Strengths02:41 The Impact of Digitization and Geopolitical Dynamics03:26 Demographics and Economic Growth05:03 Stock Market vs. Economic Growth08:32 Fixed Income Markets and Central Bank Policies10:26 Geopolitical Risks and Tariffs12:47 Investment Risks and Opportunities in Indian Equities15:27 Conclusion and Final ThoughtsCheck out our previous episode on India from last year here: https://open.spotify.com/episode/5lsbTpWYFSxgJkz75VA2rB?si=di74nyAmTISczr6uR_q5tASources: “Tapping Into India's Transformation” Investment Perspectives, BlackRock Investment Institute, 2025

Unlocking Private Market Potential: Key Insights from Jim Dowd of North Capital   Jim Dowd, CEO of North Capital, brings four decades of experience across the sell-side and buy-side to my discussion with him on a topic top of mind for commercial real estate sponsors and investors: how to navigate a rapidly shifting capital landscape where regulation, liquidity, investor behavior, and macro volatility collide.   Here are the key insights from our conversation – designed specifically to you make better, more informed investment decisions in today's market.   1. Private Markets Are Growing — But Liquidity is the Blind Spot Jim sees a long-term, secular shift from public to private markets. This trend has been driven by: Rising regulatory costs of public capital raises Falling costs and barriers to entry in private placements Broader investor access due to reduced minimums (from $250K+ to $10K–$20K) But here's the warning: private securities still lack liquidity. Investors participating in these syndicated deals should recognize that they are locked in, sometimes for years, with no clear exit.   “It's like three guys trying to run through a door at the same time – when everyone wants out, they can't.”   Solution: Jim's firm has built an Alternative Trading System (ATS) to create secondary markets for private securities, a concept CRE sponsors might want to look at. While not yet equivalent to public exchanges, these platforms offer an emerging way to address investor liquidity concerns and could give forward-thinking sponsors a competitive edge.   2. Don't Be Fooled by the Illusion of Diversification Many sponsors pitch private equity real estate as an uncorrelated asset class, perfect for diversifying out of stocks and bonds. Dowd challenges this narrative.   “In a crisis, all risk assets tend to correlate. The illusion of diversification is mostly due to slow re-pricing in private markets.”   Takeaway: Sponsors should be transparent with LPs. While real estate is a solid long-term asset, it's not immune to systemic shocks. Treating it as a diversification tool must come with proper liquidity and risk disclosures.   3. Risk Has Moved From Banks to Private Markets Jim argues that the risk which once destabilized the banking sector during the GFC has now migrated to private markets. The positive spin: these markets are mostly backed by equity, not federally insured deposits, reducing systemic risk.   Investors (LPs) should understand that the margin for error in private real estate has shrunk. Mispricing risk in this environment is more likely to catch up with you, especially in a rising rate context.   4. The 10-Year Treasury: The Most Important Metric in CRE Jim highlights the 10-year Treasury yield as the single most important signal CRE sponsors should track.   Why?   “A 6% cap rate in a 2% Treasury environment is fundamentally different than the same cap rate in a 4.5% Treasury world. That delta blows up every underwriting model.”   Cap rate spreads are compressing. And yet, many sponsors haven't recalibrated assumptions.   Jim's advice: treat macro indicators like interest rates and liquidity conditions as core components of your investment thesis, not just afterthoughts.   5. Investor Behavior Has Changed: Active Risk is Now in Private Markets Jim sees a structural shift in how investors approach risk: Liquid portfolios (ETFs, mutual funds) are increasingly passive and macro-driven. Private investments, including real estate, are now where most investors take active risk. For sponsors, this has profound implications: Investor trust and manager selection matter more than ever. Sponsors must demonstrate operational excellence and a clear, differentiated strategy. Geographic proximity still matters. Many large managers raise capital locally. Relationships built within a 100-mile radius still drive much of the private capital flow. 6. On Crypto and Tokenization: Don't Confuse the Two North Capital does not allocate to crypto but Jim is bullish on blockchain infrastructure for private markets, especially tokenization.   “Blockchain could enable scalable, transparent, and low-cost transactions for private securities – if regulators allow it.”   Tokenization may hold long-term promise for CRE sponsors looking to expand liquidity, access global investors, and reduce friction. But the infrastructure and regulatory frameworks are still evolving.   7. Investor Advice: Time in the Market Beats Timing the Market Jim's advice to investors (including his own son) is simple: don't try to time the market. Instead: Keep short-term money in treasuries or cash equivalents Deploy long-term capital systematically over a 3–12 month window Accept volatility as the price of long-term outperformance For sponsors, this means messaging matters. Emphasize long-term fundamentals over short-term fear. Help investors contextualize volatility and maintain confidence in your strategy. 8. Watch for These Signals: What Could Change the Outlook Jim tracks two key macro indicators to signal inflection points: The 10-Year Treasury yield (as mentioned above) Capital flows in public markets – a pullback here could foreshadow slower fundraising in private markets. Beyond markets, two external shocks could force sponsors to reevaluate assumptions: A geopolitical crisis (India–Pakistan tensions, Middle East escalation, Ukraine/Russia fallout) A surprise inflation spike, particularly driven by tariffs, energy, or trade policy shocks Investors need to ask: “Can my portfolio withstand a 30–40% drawdown without breaking my long term plans?”  If the answer is no, you have too much exposure to risk and should dial back.   Final Takeaway for CRE Sponsors Jim Dowd's insights are a timely reminder that capital formation in private real estate markets is entering a new phase – defined by rising macro uncertainty, evolving liquidity expectations, and heightened investor scrutiny.   Sponsors who embrace transparency, align offerings with institutional risk frameworks, and prepare for greater regulatory and market sophistication will be best positioned to lead, and raise, in this new environment.   *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing.   With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection.    Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000

Tariff tension is back. Walmart sounds the alarm on rising prices, Powell warns about economic turbulence, and oil takes a nosedive on fresh Iran deal talk. Here's what moved the markets yesterday — in under two minutes.Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Welcome to The Rollup TV.The Rollup TV is brought to you by:Celestia: https://celestia.org/Boundless: https://beboundless.xyz/AltLayer: https://www.altlayer.io/Mantle: https://www.mantle.xyz/Omni Network: https://omni.network/Vertex: https://vertexprotocol.com/Frax: https://frax.com/Join The Rollup Family:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd..Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+8ARkR_YZixE5YjBhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

The Nasdaq keeps climbing thanks to Big Tech strength, but tariffs remain a wildcard. Here's what moved markets yesterday, including fresh earnings warnings and a spotlight on Nvidia.Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Preview: Colleague Elizabeth Peek comments on the possibility that POTUS decision on tariff delays was influenced by the negative capital markets. More. 2894 EUGENE DEBS

Inflation is finally cooling, tech stocks are rallying, and markets are still riding high on the U.S.–China truce. But not everyone's celebrating. Let's break it all down.Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Markets ripped higher Monday after a surprise US-China tariff deal gave Wall Street a boost. Big Tech rebounded, and traders are now watching for the first signs of inflation impact. Here's what happened.Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

13th May: Blockchain DXB podcast

This week is packed with geopolitical headlines, major earnings, inflation data, and central bank speeches. From Trump's Middle East trip to Powell's Thursday remarks, here's what investors need to watch.Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Stocks dipped as Trump teased more trade deals and a possible tariff cut on China. All eyes now on Geneva. Bitcoin rallies, Pinterest pops, and Expedia disappoints.Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Capital markets are a powerful force in the global financial landscape. These markets connect long-term savings with productive uses of capital. Driving innovation, growth and job creation. But what are capital markets and how will they contribute to long-term global economic development?Samara Cohen, chief Investment Officer of ETF and Index Investments at BlackRock joins host Oscar Pulido to explore the key differences in capital market growth strategies between mature and emerging markets, how capital markets help in mobilizing investment, and the role of regulatory frameworks and market innovation in ensuring their effective functioning.Sources: “The Virtuous Cycle: The Global Potential Of Capital Markets” BlackRock, 2025This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures capital markets, global economy, economics, bond markets, retirementSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Stocks climbed again Thursday as Trump unveiled a US-UK trade deal and teased optimism for talks with China. But the Fed is holding its ground. Here's your two-minute catch-up on what moved the markets.Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

In This Episode Today, we bring you a special episode of Breaking Banks, live from the Alloy Labs Annual Member Meeting —a three-day event focused on critical discussions and deep strategy sessions for today's bank executives. While we can't disclose what was said behind closed doors, we can share some of the critical (and fiery!) conversations and topics that executives need to be thinking about and discussing, some of which we asked and addressed in this special recording. Host Jason Henrichs brings the sauce and is joined by recognized industry voices and Hot Takes contributors Kia Haslett from Bank Director, Alex Johnson of Fintech Takes, and Chris Nichols, Director of Capital Markets at South State Bank and writer of South State's Banker to Banker blog. Leave us a comment on LinkedIn about what you liked, and you may just find yourself the winner of one of the limited-edition Hot Takes hot sauces the panelists enjoyed! First come, first served on the sauce (while supplies last). Don't delay—listen now and join the discussion. https://www.youtube.com/watch?v=mr4Y_eTI_O8

This episode features CII General Counsel Jeff Mahoney covering the top 10 important events affecting institutional investors from April 1 to May 6, 2025.

Title: The Democratization of Investing: How Capital Markets, Bitcoin, and Tokenization Are Shaping the FutureLarry Fink's 2025 Annual Chairman's Letter to Investors here: https://shorturl.at/pRaa5Episode Description:In this AI-generated episode powered by Notebook LM by Google, we explore the transformative themes of Larry Fink's recent Letter to Investors and how it's reshaping our understanding of capital markets, Bitcoin, ETFs, and the tokenized economy. From Amsterdam's first stock exchange to AI-powered infrastructure funds, this episode charts the 400-year journey of investing — and what the next frontier looks like for everyday investors.What You'll Learn:How capital markets historically democratized wealth — and where they've fallen short.Larry Fink's vision for a 50/30/20 portfolio—and why private assets are the new frontier.Why BlackRock's entry into Bitcoin ETFs marks a pivotal moment for digital asset legitimacy.How blockchain and tokenization could tear down the final barriers in finance.What role retirement systems and digital identity play in financial inclusion.Why infrastructure and energy are the battlegrounds for economic resilience.Could Bitcoin replace the U.S. dollar? A look at macro forces at play.Key Topics:

Markets edged higher as the Fed stayed put on rates and all eyes turn to US-China trade talks this weekend. Alphabet slid, Disney soared, and Powell preached patience.Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

What the Debt Markets Are Telling Us — and Why Sponsors Should Listen Insights from Lisa Pendergast, Executive Director, CREFC   In today's capital markets, where debt is more expensive, less available, and slower to move, understanding how credit flows work has become just as important as understanding your deal. That's why I sat down with Lisa Pendergast, Executive Director of the Commercial Real Estate Finance Council (CREFC) – a central figure in the $5 trillion CRE debt markets – to ask what the institutions upstream are seeing, and what that means for those of us operating on the front lines of equity, operations, and acquisitions.   A Market in Holding Pattern Lisa noted that while Q4 2024 sentiment among debt market participants had turned unexpectedly upbeat, that optimism collapsed in Q1 2025. The cause? Policy uncertainty, rate volatility, and a reemergence of geopolitical and trade risks, most notably the return of tariffs under the Trump administration.   The result is hesitation. From the largest bond desks to the average sponsor refinancing a stabilized deal, participants are stuck in wait-and-see mode. "When there's uncertainty," Lisa explained, "things just stop."   The Math Has Changed Lisa pointed to a roughly 300-400 basis point gap between legacy loan coupons and current market rates. Even where property fundamentals are stable, that rate delta is making refinancings difficult, especially when higher cap rates have also eroded asset valuations. The implication: more equity must be written into every deal, or the loan won't pencil.   This is the backdrop to rising CMBS delinquencies, particularly in office and, increasingly, multifamily markets where excess supply and rent softening have converged. Lenders aren't panicking, but they are requiring more diligence, more equity, and more confidence in borrowers.   Why Sponsors Should Watch the CMBS Market For sponsors who don't interact directly with capital markets, Lisa offered a critical point: trends in CMBS spreads and issuance are leading indicators. When investors demand higher spreads (i.e., more compensation for risk), lenders raise rates, reduce proceeds, or pull back altogether. She explained the distinction between conduit deals (pools of smaller loans) and SASB structures (large, single-sponsor or single-asset bonds). The conduit market, a lifeline for mid-sized deals, has slowed dramatically. That signals tightening liquidity for smaller sponsors or niche asset classes. Meanwhile, large SASB deals continue but only with strong assets, strong borrowers, and deep-pocketed equity partners.   The Regulatory Horizon Lisa also addressed deregulation under Trump 2.0. While she hasn't seen core rules like Dodd-Frank or the Volcker Rule reversed outright, she's watching how new leadership at key agencies may soften enforcement.   Dodd-Frank was enacted after the 2008 financial crisis to rein in excessive risk-taking by lenders and increase transparency in financial markets. The Volcker Rule, a key provision, restricts banks from making speculative bets with their own capital, especially in risky vehicles like real estate-backed securities.   For sponsors, the concern isn't just about policy in Washington, it's about what happens to lending standards and capital stability when those policies shift. Lisa's concern is practical: regulatory whiplash, rules swinging left, then right, then back again, as we've seen with tariffs, undermines confidence and can freeze the flow of capital.   When lenders aren't sure what rules they'll be operating under next quarter, they hesitate and that caution trickles down to your loan terms. Sponsors should pay attention here. When policy becomes unpredictable, capital becomes cautious and that shows up in the terms you're offered, or whether your deal gets financed at all.   Final Takeaway: The Debt Market Has Grown Up Lisa struck a cautiously optimistic tone. Compared to the run-up to the 2008 crash, today's market is more disciplined. Underwriting remains sound, even in a difficult environment. But that doesn't mean lenders will stretch.   If you're a sponsor today, her message is clear: capital is out there—but it's selective, it's expensive, and it's scrutinizing every deal. You need to understand the market forces upstream to be able to compete downstream.   *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing.   With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection.    Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000

As General Manager of PayPal's Small Business and Financial Services Group, Michelle Gill is responsible for bringing together the products and services that help small business owners run and grow their business. She is my guest for this episode of the Tearsheet Podcast. Michelle brings deep financial expertise and experience building platforms and tools that help customers manage their finances to her role on PayPal's Senior Leadership Team. Michelle was previously Senior Vice President of Intuit's business money management, payment, and banking service, QuickBooks Money Platform. Prior to Intuit, Michelle successfully integrated and expanded SoFi's lending business as General Manager and Executive Vice President of Consumer Lending and Capital Markets. Drawing on her early career experience as a Managing Director and Partner at Goldman Sachs, Michelle also served as SoFi's Chief Financial Officer before moving into the product leadership role. Before that, Michelle spent a decade leading the U.S. Assets business for global investment firm Sixth Street Partners. Given her career and experiences, Michelle brings a broad view of fintech innovation. She focuses on user-centered solutions. At PayPal, she leads efforts to help entrepreneurs navigate the complicated web of financial tools they often depend on. “The preponderance of [small businesses] use greater than 15 tools to run their business,” she shares. “What they got into business for is the passion… and yet they end up spending more time on things that are not what they love.” Our conversation explores how PayPal is actively trying to reduce that complexity. It does so not by offering more tools, but by making the ones they already use work better together. Gill outlines the strategy behind PayPal's cash flow-based lending model and how it fits within their open ecosystem, whether it's digital lending, embedded finance, or leveraging open banking.

Technology has long been a key component of any operations strategy in financial services. But the recent rise of AI is changing the operations landscape at a rapid pace. Ryan Clare, Global Head of Capital Markets - Go To Market at ServiceNow, outlines how technology is powering today's markets and how AI is being leveraged to help operations evolve today - and in the future.Key highlights (with timestamp)What are the hottest topics in capital markets tech right now? (0:50)What kind of impact is AI having on market infrastructure? (1:57)How is AI reshaping trading? (3:01)How is AI playing a role in risk management? (4:15)What is the future of AI when it comes to compliance? (6:26)How is increased automation changing the operations landscape? (7:54)What are the biggest concerns around the deployment of AI and other technologies? (9:32)Are there enough developers with the skills needed to create all these products? (10:37)Aside from AI, what other technologies are you keeping an eye on? (12:11)Do you have any bold predictions for what we're going to be talking about when it comes to technology and capital markets two or three years? (16:03)How can operations professionals prepare for all this rapid change? (16:58)Sign up for Modern Money SmartBrief

Lisa Gordon is Chair of Cavendish and a  NED at 3i Infrastructure PLC, JP Morgan MidCap Investment Trust PLC and Magic Light Pictures Ltd. Tune in to hear her thoughts on: What sort of a NED are you? (2:10) How do you gain confidence in the boardroom? (7:37) How reliant are you on outside support to maintain your courage? (11:59) How challenging are capital markets? (15:57)  How can board members help position their organisations better in a challenging macro environment? (19:02) What should NEDs be discussing about the capital markets? (23:57) What capital market reforms are currently in the pipeline? (27:12) How can board members capitalise on the opportunities reforms will produce?? (29:46) ⚡The Lightning round ⚡(33:26) and the Audience Q and A (37:30)Host: Oliver Cummings Producer: Will Felton Editor: Alex Fish Music: Kate Mac Audio: Nick Kolt Email: podcast@nurole.com Web: https://www.nurole.com/nurole-podcast-enter-the-boardroom

The Fed kicks off its big meeting, Trump stirs the tariff pot again, and AMD delivers strong earnings—just weeks before NVIDIA takes the stage. Here's your quick hit on everything that moved markets.Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Markets pulled back after a historic rally, thanks to fresh tariff threats from President Trump and Fed anticipation. Here's what moved the needle—and what to watch next.Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

In episode two of the Eureka series, Former Director of CorpFin at the SEC and Freshfields partner Erik Gerding and Freshfields partners Calise Cheng and Jacqueline Marino explore IPOs in the face of uncertainty, including alternative paths to capital and liquidity. They discuss: The state of the market and what the SEC might do to help Alternative paths for companies seeking capital and liquidity What to do with your registration statement if you have already confidentially submitted How to get ready for an IPO when the goalpost has moved

In this FinPod episode, we discuss how startups approach funding, growth, and risk differently from established companies. From venture capital and bootstrapping to unit economics and financial modeling, learn the core strategies behind building a scalable business in uncertain conditions.We explore real-world case studies highlighting what differentiates successful startups, including Amazon, Airbnb, Shopify, and Mailchimp. We also examine the risks behind failed strategies from companies like WeWork and Blue Apron, showing why financial discipline and adaptability matter more than ever in early-stage finance.If you work in FP&A, corporate strategy, venture capital, or are part of a fast-growing startup, this episode will help you navigate growth metrics, funding rounds (Seed, Series A, B, and beyond), and the key financial decisions determining startup survival.Subscribe to FinPod for deep dives on startup finance, corporate modeling, and actionable insights for modern finance professionals.

In this episode of CFI's Member Spotlight, we sit down with Celine Chaabani, a CFI learner and recent graduate. She candidly shares how she went from avoiding finance to actively pursuing a career in capital markets and credit analysis.Celine originally studied general management and had little interest in finance. But her curiosity grew after watching friends trade stocks and exploring the markets independently. That curiosity led her to CFI's Capital Markets & Securities Analyst (CMSA®) program. This turning point helped her understand how markets move, what drives volatility, and where she might fit in.Through short-term internships in credit, investment banking, and macro research, Celine quickly determined what she liked (and didn't like). Now, she's wrapping up her Master's in Financial Markets, eyeing future roles in credit and alternatives, and preparing to pursue her CFA and CAIA. This conversation is valuable for anyone considering a transition into finance without a traditional background.

How valuable are bitcoin miners to hyperscalers? Christian Lopez answers the question and breaks down the current landscape of bitcoin mining capital markets. FILL OUT THE MINING POD SURVEY BY CLICKING HEREYou're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 15,000 Bitcoiners: https://newsletter.blockspacemedia.comWelcome to The Mining Pod! Today, Christian Lopez, Head of Digital Assets at Cohen and Company Capital Markets, joins us to break down Bitcoin mining's ever-shifting capital market landscape. Lopez explains why there's currently a glut of mining sites on the market, why private miners struggle to secure funding, and why the HPC/AI retrofit narrative is more complex than it seems. We also discuss how potential tariffs might affect mining operations, why Bitcoin mining stocks are correlating differently with Bitcoin than in previous cycles, and the evolving relationship between Bitcoin miners and institutional investors.- 1.5GW of mining sites currently for sale- Private miners face nearly impossible fundraising- Site retrofits for HPC require total rebuilds- Hash rate correlation with BTC price declining- Tariffs may increase CapEx by 10-30%- Hyperscalers want 150MW+ sites near major citiesTimestamps:00:00 Start01:47 Current market for miners04:22 M&A landscape11:42 Fractal12:04 AI & HPC hype14:27 Raising capital right now17:59 Is retrofitting real?21:36 Tariffs26:16 Is capital chasing AI instead of mining?

The geopolitical landscape in 2025 has seen significant shifts and developments. President Trump's second term has ushered in a new era of international relations, characterized by bold policy changes and strategic maneuvers. The implementation of new tariffs has reshaped global trade dynamics, raising concerns about broader economic implications. As we navigate these complex geopolitical changes, investors are asking how these developments will impact international trade, economic relations, and market stability.Catherine Kress, Head of Geopolitical Research and Strategy at BlackRock, provides an update on the current status of tariffs globally, we'll discuss the key developments investors should be watching, and how they might impact international trade and economic relations. We'll also examine geopolitics in President Trump's first 100 days in office, other major stories on the horizon and how they could evolve in ways that impact investors.This episode was recorded on April 28th and published on April 29th.

FILL OUT THE MINING POD SURVEY BY CLICKING HERE You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 15,000 Bitcoiners: https://newsletter.blockspacemedia.com Welcome to The Mining Pod! Today, Christian Lopez, Head of Digital Assets at Cohen and Company Capital Markets, joins us to break down Bitcoin mining's ever-shifting capital market landscape. Lopez explains why there's currently a glut of mining sites on the market, why private miners struggle to secure funding, and why the HPC/AI retrofit narrative is more complex than it seems. We also discuss how potential tariffs might affect mining operations, why Bitcoin mining stocks are correlating differently with Bitcoin than in previous cycles, and the evolving relationship between Bitcoin miners and institutional investors. - 1.5GW of mining sites currently for sale - Private miners face nearly impossible fundraising - Site retrofits for HPC require total rebuilds - Hash rate correlation with BTC price declining - Tariffs may increase CapEx by 10-30% - Hyperscalers want 150MW+ sites near major cities Timestamps: 00:00 Start 01:47 Current market for miners 04:22 M&A landscape 11:42 Fractal 12:04 AI & HPC hype 14:27 Raising capital right now 17:59 Is retrofitting real? 21:36 Tariffs 26:16 Is capital chasing AI instead of mining?

Tobias Wohlfarth, Chief Business Officer (CBO) at Obligate, an on-chain regulated bonds platform based in Switzerland, spoke with Rudolf Falat, founder of the Voice of FinTech podcast, about bringing private debt opportunities to more investors by leveraging blockchain.Here is what they discussed in more detail: Tobias' journey to the entrepreneurship worldWhy Tobias joined ObligateWhat is Obligate? What problem is Obligate trying to solveTheir unique advantage - how is Obligate different from digital assets exchangesBusiness model - how does Obligate make moneyTarget customersLocations of staff and customersHow did Obligate scale?Where is Obligate on their journey nowWhat are Obligate's next steps for this year and beyond? Where can interested parties contact you? Website: https://www.obligate.com/ or Tobias on LinkedIn here.

What separates companies that have thrived for decades, like Apple, Amazon, and Google, from those that have disappeared? It all comes down to economic moats: the lasting advantages that protect profits and market share.In this episode of FinPod, we explore:What economic moats are and why they matterThe five types of moats: brand power, network effects, switching costs, cost advantages, and regulatory protectionHow to spot a company's moat through financial metrics like ROIC, gross margins, and free cash flowReal-world examples: Apple, Visa, Google, and cautionary tales like Blackberry and KodakHow finance teams like FP&A, valuation, and strategy roles protect and grow moatsThe future of moats: data, platforms, and the power of adaptabilityHow YOU can build your own personal career moat to stay competitiveIf you work in finance or strategy or are curious about how businesses stay competitive long-term, this episode is packed with practical insights.#EconomicMoats #CorporateFinance #BusinessStrategy #FPA #FinanceCareers #FinPod

How do you invest when lenders are pulling back, the market is volatile, and headlines are full of uncertainty? In this episode of The Rich Somers Report, Rich sits down with Suraj Desi—lender, capital markets expert, and long-time debt advisor in the boutique hotel space—to break down the real impact tariffs and shifting economic conditions are having on real estate lending.Rich and Suraj discuss:How volatility is affecting short-term debt and long-term capital markets strategyWhy banks and bridge lenders are pausing deals—and what it means for borrowersThe sectors most vulnerable to slowdown, and where opportunity is already surfacingWhy the next 6 to 9 months could present the best buying window in yearsHow experienced operators are getting deals done while others sit on the sidelinesSuraj shares how boutique hotel investors should prepare, what banks are really looking for in today's environment, and why having equity ready—and a clear business plan—will be critical for navigating 2025. If you're actively investing or planning to enter during this cycle, this episode delivers a full breakdown of what's happening in the capital markets and where to strike next.Let me know if you'd like supporting copy or a shorter version!Join our investor waitlist and stay in the know about our next investor opportunity with Somers Capital: www.somerscapital.com/invest. Want to join our Boutique Hotel Mastermind Community? Book a free strategy call with our team: www.hotelinvesting.com. If you're committed to scaling your personal brand and achieving 7-figure success, it's time to level up with the 7 Figure Creator Mastermind Community. Book your exclusive intro call today at www.the7figurecreator.com and gain access to the strategies that will accelerate your growth.

Powered by Phoenix Group The full interview is also available on my YouTube page and podcast channels: YouTube: https://bit.ly/3GAnQAd  Spotify: https://spoti.fi/4g7fOvw Apple Podcast: https://apple.co/3B0OaRW

Global markets have been experiencing extraordinary volatility in response to the U.S. tariff pause announced on April 9th, a reflection of the uncertainty surrounding the economic and policy outlook. But similar to other unprecedented market moments in history, the investment strategies that work today may not apply tomorrow. So how can investors adapt their investment approach, when the familiar economic rulebook is thrown out? Rich Mathieson, a senior portfolio manager within the Systematic Active Equities team, a quantitative investment group at BlackRock will take us through some of the pivotal moments in history where uncertainty was a catalyst for transformation in the insights and strategies used by investors. He'll share how that's playing out in markets today, including how he is using data and techniques that can help investors cut through the headline noise. This episode was recorded on April 22nd and published April 23rd.Key moments in this episode:00:00 Introduction to Market Volatility and Impact of Tariff Policies02:41 Unique Features of Current Market06:29 Artificial Intelligence in Investing08:14 Analyzing Trade Tensions11:05 Current Market Environment13:51 Investment Opportunities15:43 Portfolio Construction Insights17:20 Conclusion and Next Episode PreviewSources: “Stocks Advance as Nvidia Closes at All-Time High: Markets Wrap”, Bloomberg January 2025; “Investors haven't been this bearish in 30 years” Blooomberg, April 2025; “Is This The Brink Of The Recession We Have Yet To Have?” Bloomberg, April 2025; BlackRock Systematic, as of April 22, 2025. Comment references momentum and crowding signals; Bloomberg data for MSCI World Index performance, referencing performance during the month of April 2025; “As tariffs roil the markets, here's why some sectors are faring worse than others”, CBC News April 2025; “The Magnificent 7's lousy year, by the numbers”, CNBC, April 2025; Bloomberg, performance of S&P 500 Index for 2023 and 2024