Podcasts about Credit Suisse

Multinational investment bank

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Latest podcast episodes about Credit Suisse

FOXCast
Creating a Positive and Engaging Spousal Integration Process with Sarah Thorpe Scott

FOXCast

Play Episode Listen Later Jun 11, 2026 46:08


Today, I have the pleasure of speaking with Sarah Thorpe Scott, an executive coach and advisor working at the intersection of leadership, capital, and family enterprise systems. She supports executives, investors, and multigenerational families navigating the moments that matter, including succession, wealth transfer, leadership transitions, governance decisions, and spouses marrying into family systems. Her work focuses on the emotional and relational dynamics that often sit beneath these moments, helping families prepare the next generation for leadership and stewardship while strengthening the dialogue and trust required for long-term success across generations. Sarah is the Founder of Thorpe Scott Coaching & Advisory, Coach-in-Residence at Bedrock, a global multi-family office with offices in Geneva, London, and Monaco, and a Special Advisor to Horizons, a member network of millennial next-generation leaders and investors. Sarah began her career in investment banking at Credit Suisse in New York and later worked across leading media organizations including CNBC and Forbes. She went on to hold senior leadership roles at The New York Times, where she became Managing Director, EMEA, leading global teams and executing dozens of complex, multi-million-dollar partnerships with multinational organizations across virtually every major industry. Married into a fifth-generation family enterprise herself, Sarah brings both professional rigor and lived experience to her work with family offices, next-generation leaders, and the executives and advisors who work alongside them. She has served as Chair of the Young Vic Development Board and the Duke UK Alumni Board. We delve into the topic of spousal integration into UHNW families and the experiences of spouses within the broader family enterprise. We start by having Sarah sharing her observations on how family structures see and treat spouses today, and how enterprise family systems are organized to receive and engage spouses and in-laws. Sarah describes how spousal integration works presently, outlining the typical experience of a spouse joining a multigenerational family of wealth. She highlights some of the common challenges faced by spouses entering these sometimes-complex family systems. One common, and often controversial, practical tool that is part of the spousal integration process is the prenuptial agreement. Sarah shares her thoughts and lived experiences on how well prenups work and offers her views on where there may be room to improve and enhance the experience of the soon-to-be-married couple going through the process. Finally, Sarah lays out her vision and roadmap for a better spousal integration process, including the elements, the approach, and the spirit that can provide a more positive, engaging, and pleasant experience for spouses and the entire family. Enjoy this illuminating conversation with a highly regarded family member-turned-practitioner providing thought leadership in the spousal integration topic that impacts every enterprising family.

Chefakademin Talks
#30. Kalibrera ledningsgruppen för rätt fas (med Therese Hillman, Christopher Sundman, Pontus Engström och Calle Fleur)

Chefakademin Talks

Play Episode Listen Later Jun 3, 2026 41:33


Kalibrera ledningsgruppen: Så lyckas ni med nästa fas Bolag rör sig genom fem faser – uppbyggnad, skalning, mognad, avmattning och förnyelse. Varje fas ställer egna krav på finansiell förståelse, strategi och ledningskompetens.  En ledningsgrupp som är briljant i en fas kan vara helt felkalibrerad för nästa. Att inte ställa om i tid riskerar både framdrift och lönsamhet.  Hur går det här att förutse och undvika? Vad krävs strategiskt och i ledarskapet för att lyckas? Här tar vi stöd av ett gäng gediget grundat i siffror och ledningsstrategi.  Tillsammans visar de hur treenigheten ekonomi, strategi och ledarskap samspelar – och vad det betyder för bolag som vill växla upp. De delar forskningsinsikter, spaningar och egna erfarenheter som bolagsbyggare och investerare. Lär dig avkoda de finansiella nyckeltal som avslöjar vilken fas ditt bolag är i just nu och få med dig praktiska, konkreta exempel från verkligheten. Du behöver ingen akademisk ekonomibakgrund för att hänga med i snacket. Perfekt för dig som redan sitter i ledningsgrupp eller styrelse – eller är nyfiken på att göra det framöver.   Välkommen till ett lunchsamtal med både finansiella nycklar och strategiskt ledarhantverk.  Gäster Therese Hillman, civilekonomexamen från Handelshögskolan i Stockholm och idag vd för designkoncernen Network of Design och styrelseledamot. Tidigare vd på spelbolaget NetEnt och Gymgrossisten. Christopher Sundman, finansanalytiker (CEFA och AFA) från Handelshögskolan i Stockholm och fondförvaltare av Handelsbanken Hälsovård Tema, som nyligen utsetts till årets bästa fond i Lipper Fund Awards Nordics 2026. Pontus Engström, PhD i International Management och programansvarig för Chefakademins Executive Master of Finance. Tidigare vd och grundare av MTI Investment och dessförinnan på Boston Consulting Group och Credit Suisse. Idag även rådgivare och styrelseledamot. Calle Fleur Chefredaktör på Chef och vd för Chefakademin.

Geldcast: Geldpolitik mit Fabio Canetg
Talk | Marlene Amstad, wieso braucht die Finma neue Instrumente?

Geldcast: Geldpolitik mit Fabio Canetg

Play Episode Listen Later May 31, 2026 36:17


Nach Finanzministerin Karin Keller-Sutter ist nun auch die Finma-Chefin Marlene Amstad bei mir zu Gast im Geldcast. Sie ist die oberste Schweizer Bankenaufseherin und war in dieser Rolle entscheidend beteiligt an der Rettung der Credit Suisse durch die UBS und den Schweizer Staat. Nun fordert sie von der Politik neue Instrumente für die Finma; darunter eine Bussenkompetenz sowie das Recht, früher bei den Banken intervenieren zu dürfen. Doch was soll das genau bringen? Was meint Marlene Amstad, wenn sie von «Frühintervention» spricht? Und was macht Marlene Amstad, wenn sie mal abschalten will? www.fabiocanetg.ch Der Schweizer Wirtschaftspodcast mit den hochkarätigsten Gästen! Von Börsen und Bitcoin bis Kaufkraft und Zinsen: Fabio Canetg, Geldökonom und Journalist, diskutiert im Geldcast mit seinen Gästen aus Wirtschaft, Politik und Wissenschaft über deren Werdegang, über die aktuellsten Themen aus der Finanzwelt, über die Geldpolitik der Schweizerischen Nationalbank und über die Wirtschaftspolitik von Bundesrat und Parlament. Ein Podcast über Zentralbanken, Inflation, Schulden und Geld – verständlich und unterhaltsam für alle, die auf dem Laufenden bleiben wollen. Stichworte: Marlene Amstad, Finanzmarktaufsicht, Finma, UBS, Bankenregulierung, UBS-Regulierung, Bussenkompetenz, Finanzplatz Schweiz.

Bharatvaarta
"India Has 25 Years To Grow Rich Before It Grows Old " — Neelkanth Mishra, EAC-PM | Bharatvaarta

Bharatvaarta

Play Episode Listen Later May 22, 2026 77:42


India has 20–25 years. After that, the demographic window closes. That is the central claim of this conversation. India is racing to do in 50–60 years what the West did in 150–200. To grow rich before it grows old. To become a developed economy while still a democracy — something almost no large country has ever managed. In this Bharatvaarta conversation, Roshan Cariappa sits down with Neelkanth Mishra — Member of the Economic Advisory Council to the Prime Minister, Chief Economist at Axis Bank, and one of India's most respected voices on the economy — to ask the question that very few people are asking honestly: Can India actually pull this off? Neelkanth walks us through the real economics of India's next 25 years. The petrol-dollar problem. Why India's inequality is rising — and why that is not the same as repression. Why most countries that grew rich first were not democracies. Why the next leg of India's growth must happen at the state and district level, not at the Centre. Why cities matter more than anyone admits. Why fixing education and healthcare is politically thankless but economically essential. This isn't political commentary. It's an economist's view of what's at stake. We discuss: - Why the Prime Minister's recent remarks on petrol, diesel and foreign travel matter more than they sound - The "grow rich before growing old" framework — and how much time India actually has - Why most countries that got rich first were autocracies — and what that means for democratic India - The land–labour–capital–entrepreneurship lens, and which two are stuck - Why states (not the Centre) hold the keys to India's next leg of growth - The "optimal crisis" theory — why nations don't reform without one - Why inequality is rising, and when it becomes dangerous - Funding cities, urbanisation, and the silent reform India keeps postponing - AI, productivity, and India's race against demographic time ═══════════════════════════════ ⏱️ TIMESTAMPS (ALL IMPORTANT CHAPTERS) ═══════════════════════════════ 00:00 – India's race against the demographic clock

PFI Talks
#46 Jon Spencer - Partner /TriWest Capital Partners/

PFI Talks

Play Episode Listen Later May 21, 2026 51:10


Jon Spencer is a Partner at TriWest Capital Partners, one of Canada's leading private equity firms. Based in Calgary, Alberta, TriWest was founded in 1998 and has raised more than ~$1.75 billion of committed capital across seven funds, completing fifty platform investments and over sixty add-on acquisitions, with a focus on partnering with management teams of Western Canadian mid-market and lower mid-market businesses across the industrial, manufacturing, services and distribution sectors.Spencer joined TriWest in 2007 and has spent nearly two decades helping to lead the firm's investment activity. He currently serves as Chair of the Board of Monarch Industries, a long-established Canadian manufacturer of industrial castings, hydraulic components and concrete-mixing equipment, and sits on the boards of A Parent Media Company (APMC), Supreme International, Lithion Power Group and Prostar Energy Services. Earlier in his career he worked at RBC Capital Markets in the Global Energy Group, where he was involved in public equity offerings and mergers and acquisitions assignments across the North American energy sector, and began his career at Credit Suisse as an investment banking analyst.Spencer graduated with distinction from the Richard Ivey School of Business at the University of Western Ontario, where he earned an Honours degree in Business Administration. Alongside his investment work, he has been actively engaged in the Canadian corporate finance community, having served as President of the Calgary Chapter of the Association for Corporate Growth.Leoš Rousek, the Head Of Corporate Communications at PPF Group (https://www.ppf.eu/en) and contributor of PFI Talks, talked with Jon Spencer.

Regionaljournal Zürich Schaffhausen
Dämpfer für Grossüberbauung in der Zürcher Brunau

Regionaljournal Zürich Schaffhausen

Play Episode Listen Later May 18, 2026 24:30


Die Pensionskasse der Credit Suisse plant schon länger eine Grossüberbauung auf dem Areal des Brunauparks. Gemäss jüngstem Entscheid des Bundesgerichts muss sie Mängel beim Projekt beseitigen, etwa bei den Grünflächen. Schon 2020 wurde eine erste Baubewilligung abgelehnt - wegen des Lärmschutzes. Weitere Themen: · Keine kürzeren Fristen bei Baubewilligungen im Kanton Zürich · Weiterhin Steuerabzüge im Kanton Schaffhausen bei Haussanierungen · Zusätzliche Medizin-Studienplätze werden für Spitäler zur Herausforderung

Law, disrupted
Inside QE'S $440 Million Win Against Credit Suisse For Softbank

Law, disrupted

Play Episode Listen Later May 15, 2026 33:33


John is joined by Richard East, Senior Partner of Quinn Emanuel's London office, and Nikolas Bruce-Smith, Partner in Quinn Emanuel's London office. They discuss a major London commercial trial arising from the collapse of Greensill Capital and the resulting litigation between Credit Suisse and SoftBank. The plaintiff alleged that SoftBank sought to orchestrate, for its own ends, a complex restructuring involving the Greensill Group in late 2020, through which approximately US$440 million worth of assets were allegedly placed improperly beyond the reach of creditors while Greensill was in severe financial distress.Following a five-week trial in 2025, and one of the first major trial conclusions arising from the widely publicised Greensill collapse, Credit Suisse's claim failed. SoftBank's conduct was vindicated by the English High Court, which found that SoftBank had acted “in good faith” and “did not know or suspect” that Greensill intended to prejudice its creditors.The trial was especially unique and notable, garnering extensive press attention, because Greensill founder Lex Greensill voluntarily agreed, on the eve of trial, to appear and testify despite not being called by either side and while facing separate legal and regulatory proceedings. A development like this is almost unheard of in complex, high-stakes commercial litigation and required all parties to adapt at the last minute in response to such an extraordinary turn of events as the trial commenced.Podcast Link: Law-disrupted.fmHost: John B. Quinn Producer: Alexis HydeMusic and Editing by: Alexander Rossi

Excess Returns
He Studied the Financial System for Decades | Marc Rubinstein on Where the Real Risk Is

Excess Returns

Play Episode Listen Later May 15, 2026 63:32


Marc Rubinstein joins Excess Returns to explain what private credit, bank earnings, insurance balance sheets, fintech growth, and arbitrage firms reveal about the modern financial system. The conversation covers why private credit risks may not be systemic in the traditional banking-crisis sense, but still matter for investors because of redemption gates, hidden leverage, opaque structures, incentive conflicts, and correlations that can spike when markets are under stress.Marc Rubinstein on Xhttps://x.com/MarcRubyNet Interesthttps://www.netinterest.co/In this episode, we discuss:Why the Fed says private credit redemption risks are limited and manageableWhat Blue Owl's redemption gates reveal about private credit liquidityHow post-2008 bank regulation pushed risk into private credit, hedge funds, trading firms, and exchangesWhy banks and private credit firms are both competitors and collaboratorsThe “layer cake” of leverage connecting banks, private credit, and borrowersHow HSBC's loss tied to Atlas and MFS highlights hidden credit risksWhy insurance companies have become increasingly tied to private creditWhy rapid growth can be dangerous in financial businessesWhat bank earnings show about the gap between weak consumer confidence and resilient spendingWhy post-mortem reports from SVB, Credit Suisse, and other failures reveal what investors could not see in real timeHow Revolut became one of the most interesting fintech stories in global bankingWhy Marc calls this a potential golden age of arbitrageWhat Jane Street, public BDC discounts, private asset valuations, and geopolitical fragmentation tell us about market structureWhy investors may still be too anchored to the 2008 banking playbookWhere Marc sees risk and opportunity in financials, banks, Europe, and non-bank financial institutionsTimestamps:00:00 Private credit, hidden risks, and correlation spikes05:03 Why Blue Owl became a private credit warning sign10:20 How private credit grew after the 2008 financial crisis15:30 Banks and private credit as financial “frenemies”19:44 HSBC, Atlas, MFS, and the layer cake of leverage24:11 Apollo, Athene, insurance assets, and private credit incentives29:20 Why higher rates have not broken more of the financial system33:40 Bank earnings, consumer confidence, and resilient spending37:20 Why “I don't know” can be a powerful signal from bank CEOs41:46 Revolut and the ambition to build a truly global bank47:38 Why growth can be dangerous in finance52:19 Private assets, public BDC discounts, and arbitrage opportunities56:34 What investors misunderstand about banks today59:31 How Marc would think about financials as a long-short investor

Disruption / Interruption
Disrupting the Wall Street Game: AI vs. the Rigged System, with David Trainer

Disruption / Interruption

Play Episode Listen Later May 14, 2026 37:04


In this episode of Disruption/Interruption, host KJ sits down with David Trainer, CEO of New Constructs, a financial technology firm using machine learning and natural language processing to expose the accounting distortions buried in corporate filings. David pulls back the curtain on decades of Wall Street corruption — from two sets of earnings numbers (one for retail, one for institutions) to the legal practice of front-running client order flow. He explains how he built a robo-analyst to do what human analysts won't: read every footnote of every filing to reveal the truth about corporate profitability. David also shares how Google Cloud chose New Constructs to build the first-ever AI investing agent, and why he believes clean, transparent data is the best defense against both Wall Street manipulation and future AI bad actors. Four Key Takeaways: The system was designed to serve Wall Street, not investors (4:11) David witnessed firsthand at Credit Suisse how analysts maintained two sets of numbers — artificially low estimates for retail investors to manufacture "beats," and real numbers shared only with institutional clients. Wall Street research analysts don't generate revenue for their firms; they exist to facilitate investment banking relationships, meaning they're incentivized to stay bullish regardless of reality. What's unethical isn't always unlawful (8:37) Regulation Fair Disclosure — the law requiring companies to disclose material information to all investors simultaneously — wasn't enacted until the year 2000, after the tech bubble burst. Before that, selective tipping was perfectly legal. And today, payment for order flow (selling your trade data to firms like Citadel before your order is filled) remains legal — a structural advantage that benefits Wall Street at retail investors' expense. 96% of Wall Street analyst ratings are "buy" or "hold" (11:28) Only about 4% of stocks covered by Wall Street analysts receive a sell rating. Trainer uses this stat to illustrate a core conflict of interest: analysts are paid by bankers to say good things about companies. Expecting honest sell-side research is like expecting a car salesman to talk down their own inventory. New Constructs + Google Cloud built the first AI agent for investing (22:59) Google Cloud selected New Constructs — because of their clean, auditable data — to build Finsights, an AI chatbot that answers sophisticated investing questions: which companies are overstating earnings, which stocks are most likely to miss next quarter, which have the most off-balance-sheet debt. Every data point can be traced back to the original corporate filings. Their Core Earnings Leaders Index outperformed the S&P 500 by 900 basis points in 2025. Quote of the Show (12:24):"Expecting Wall Street to talk bad about a stock is like expecting a car salesman to talk bad about their cars." — David Trainer Join our Anti-PR newsletter where we’re keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome. Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval Ways to connect with David Trainer:LinkedIn: http://www.linkedin.com/in/davidtrainerCompany Website: https://newconstructs.com How to get more Disruption/Interruption: Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruptionApple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlDSee omnystudio.com/listener for privacy information.

Modem
“Lex UBS”

Modem

Play Episode Listen Later May 6, 2026 30:49


Condizioni più severe in vista per UBS, l'ultima banca di rilevanza sistemica con sede in Svizzera. Dopo la scomparsa di Credit Suisse, assorbita da UBS, tutti sono concordi nel chiedere regole più severe per le banche troppo grandi per fallire. Si discute però sul quanto restrittive devono essere queste nuove regole che, viste le importanti attività all'estero, toccano praticamente solo UBS e non a caso si parla ormai di una “Lex UBS”. Dopo che il Consiglio federale ha pubblicato le sue richieste, definite troppo severe da parte della grande banca, la palla è passata alla Commissione dell'economia e dei tributi del Consiglio degli Stati. Commissione che ha deciso di valutare anche altre varianti e alternative al disegno del Consiglio federale sulla copertura delle partecipazioni estere con capitale proprio di banche di rilevanza sistemica. Siamo perciò in una fase decisiva riguardo non solo al futuro di UBS, ma anche della piazza finanziaria svizzera che grazie alla presenza di una grande banca gode di alcuni vantaggi ma deve pure fare i conti con certi rischi. A Modem intervengono: 

Modem
“Lex UBS”

Modem

Play Episode Listen Later May 6, 2026 30:49


Condizioni più severe in vista per UBS, l'ultima banca di rilevanza sistemica con sede in Svizzera. Dopo la scomparsa di Credit Suisse, assorbita da UBS, tutti sono concordi nel chiedere regole più severe per le banche troppo grandi per fallire. Si discute però sul quanto restrittive devono essere queste nuove regole che, viste le importanti attività all'estero, toccano praticamente solo UBS e non a caso si parla ormai di una “Lex UBS”. Dopo che il Consiglio federale ha pubblicato le sue richieste, definite troppo severe da parte della grande banca, la palla è passata alla Commissione dell'economia e dei tributi del Consiglio degli Stati. Commissione che ha deciso di valutare anche altre varianti e alternative al disegno del Consiglio federale sulla copertura delle partecipazioni estere con capitale proprio di banche di rilevanza sistemica. Siamo perciò in una fase decisiva riguardo non solo al futuro di UBS, ma anche della piazza finanziaria svizzera che grazie alla presenza di una grande banca gode di alcuni vantaggi ma deve pure fare i conti con certi rischi. A Modem intervengono: 

Alt Goes Mainstream
Hamilton Lane's Hartley Rogers - pioneering private markets: Live from iCapital Connect

Alt Goes Mainstream

Play Episode Listen Later May 5, 2026 35:47


Welcome back to the Alt Goes Mainstream podcast.We were live from iCapital Connect's conference in Phoenix, where we sat down with some of the industry's leaders across asset management and wealth management.Hartley Rogers is a pioneer in private markets. He is the Executive Co-Chairman of Hamilton Lane, where he plays a significant role in investing and client relationship activities, as well as in strategic and organizational development. He is a Member of the Investment Committees and is the Chairman of the Board of Directors. Prior to joining Hamilton Lane in 2003, Hartley was a Managing Director in the private equity fund management areas at Morgan Stanley and at Credit Suisse. He started his career on Wall Street in 1981.This was a thoroughly fascinating conversation. Hartley's wealth of knowledge made for a nuanced discussion that married the evolution of the business of asset management with why and how product structure innovation has unfolded as it has in private markets. We also dove into an area that is Hartley's passion: venture and the innovation economy.We covered:Hamilton Lane's evolution scaling from 50 people in a single office to 800 people across 22 offices.The transformation from investment consulting into a solutions provider and asset manager for investors.The importance of data, tools, access, and portfolio construction to manage the increasing complexity of private markets.How will the wealth channel invest in private markets?The misconceptions of evergreens being “ATMs.”What is the “special sauce” in constructing an evergreen portfolio?How secondaries can help feed the evergreen fund engine.What defines a manager's edge.What private markets strategies excite Hartley.I'm really excited to share this conversation with you all, as it's equal parts invigorating and informative.Thanks Hartley for sharing your wisdom, expertise, and passion about private markets.Show Notes00:00 Hamilton Lane -Then and Now03:55 Hartley's Origin Story04:39 Hamilton Lane's Consulting Roots04:57 From Consulting to OCIO Partner05:15 Scaling Changed the Job06:53 Why Clients Still Need Help07:15 Trillions in Private Markets07:44 Mega-Managers and Complements08:56 Finding Smaller Manager Alpha09:20 Middle Market Opportunity09:47 Why Companies Stay Private10:56 Churn and New Entrants11:17 GP Skillset Has Expanded11:51 From Leverage to Operations12:02 Data Transforms Underwriting12:43 Hamilton Lane Data Advantage13:33 Secondaries and Evergreen Rise14:04 Evergreen Design and Liquidity14:40 Why The Wealth Channel Prefers Evergreens15:41 Evergreen Diversification Needs16:47 Allocating Core vs Satellite18:44 Evergreens Evolve Like ETFs34:27 ClosingA Word from Our Sponsor, UltimusThis episode of Alt Goes Mainstream is brought to you by Ultimus, the full-service fund administrator and transfer agent powering asset managers in private and public markets. As alts go mainstream, you need real expertise to handle complex fund structures, connect with key distribution partners, and handle sophisticated compliance, reporting, and transparency demands.That's Ultimus: high-tech, high-touch solutions for over 450 clients and 2,500 funds with $775B in assets under administration. Backed by an expert team of over 1,200 employees, they place client service at the core of their business, helping you navigate complexity during your fund structuring or launch and then supporting you through every stage of growth. Whether you're already in the market or thinking about entering private wealth, you can trust their team's deep expertise in retail alternatives to help you reach your goals.Learn more at ultimusfundsolutions.com or email info@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Hamilton Lane Disclaimer: The views expressed herein are those of the speaker as of the date of recording and are subject to change. This content is for informational and educational purposes only and does not constitute investment advice, an offer to sell, or a solicitation of an offer to buy any security or investment product.

Rendez-vous
UBS verdiente im ersten Quartal deutlich mehr Geld

Rendez-vous

Play Episode Listen Later Apr 29, 2026 29:54


Die Grossbank UBS verdiente von Januar bis März 2026 rund 80 Prozent mehr als im Vorjahr. Das ist weit mehr als Analysten erwartet hatten. Bei der Integration der Credit Suisse sieht sich die letzte verbliebene Schweizer Grossbank im Endspurt.

The Grant Williams Podcast
The Grant Williams Podcast Ep. 121 - David Leiter FULL EPISODE

The Grant Williams Podcast

Play Episode Listen Later Apr 26, 2026 67:30


In this episode of The Grant Williams Podcast, I welcome David Leiter for a lively and highly practical conversation about his new book, Stop Making Stupid Investments: 7 Rules to Avoid the Hype and Build Real Wealth. David traces the unlikely path from guitar-obsessed kid and struggling salesman to Credit Suisse banker, Queens real-estate investor, and ultimately author of a book designed to help people avoid the traps he has seen ruin investors again and again. From dot-com mania and crypto yield schemes to Wall Street's talent for repackaging risk under more appealing names, David lays out a refreshingly plain-spoken framework built around cash flows, downside risk, emotional discipline, and one beautifully simple maxim: “math is the enemy of bullshit.” Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory, Shifts Happen and The Hundred Year Pivot, is available to Copper and Silver Tier subscribers at my website www.Grant-Williams.com.  Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… 

wall street hype queens endgame leiter copper credit suisse grant williams build real wealth things that make you go hmmm grant williams podcast
Regionaljournal Zürich Schaffhausen
Was BHs für Geschichten erzählen

Regionaljournal Zürich Schaffhausen

Play Episode Listen Later Apr 26, 2026 9:54


Die Winterthurerin Beata Sievi hat eine der grössten BH-Sammlungen der Schweiz - über 200 Stück. Im Rahmen der Ausstellung «Mode sammeln» im Textilmuseum St. Gallen sind einige Modelle aus ihrer Sammlung zu sehen. Ausserdem macht die 60-Jährige Vorträge zur Geschichte des BH im Textilmuseum. Weitere Themen: · Der Horgener Kreditkartenanbieter Swisscard entlässt 40 Angestellte, dies wegen der Übernahme der Credit Suisse durch die UBS. · Am Wochenende gab es zwei Grossbrände in der Region: in einem Mehrfamilienhaus in Dübendorf und auf einem Reiterhof in Hombrechtikon. · Die Autowaschanlage "Stützliwösch" in Zürich Altstetten schliesst nach über 30 Jahren.

Echo der Zeit
Bundesrat präsentiert die «Lex UBS»

Echo der Zeit

Play Episode Listen Later Apr 22, 2026 40:33


Systemrelevante Banken in der Schweiz müssen künftig ihre ausländischen Tochtergesellschaften vollständig mit hartem Kernkapital absichern. So will es der Bundesrat. Damit sollen Krisenfälle wie der Untergang der Credit Suisse möglichst verhindert werden. Alle Themen: (00:04) Intro und Schlagzeilen (01:25) Bundesrat präsentiert die «Lex UBS» (10:47) Nachrichtenübersicht (15:22) Blocher verkauft sein Zeitungsimperium – und bleibt im Ges chäft (20:04) Deepfakes: Wie KI das Rechtssystem herausfordert (27:12) EU-Staaten geben Milliardenkredit für die Ukraine frei (30:22) Griechenland: Parlament hebt Immunität von Abgeordneten auf (34:37) Musliminnen in der Schweiz: zwischen Vorurteilen und Rassismus

The FORT with Chris Powers
Building a $3B Family Office From Scratch with Matthew Ogle, Co-founder & CEO of Legacy Knight (#411)

The FORT with Chris Powers

Play Episode Listen Later Apr 21, 2026 93:01


In this episode, Chris sits down with Matthew Ogle, Co-founder & CEO of Legacy Knight, a $2.8B multi-family office in Dallas, TX that he co-founded in 2019. We dig into how you build a world-class multi-family office from scratch - and why so many wealthy families out there don't actually have one yet. Matthew's path into wealth management didn't start in a boardroom - it started on a tennis court. A summer teaching tennis to a CIO's family at Cape Cod opened the first door, which led him to Credit Suisse's private bank through the GFC and then five years at the Crow family office, helping transform it into one of the first true multi-family offices in Dallas. He opened Legacy Knight's doors in October 2019 with $2.5M of operating capital, 14 seed families, and a contrarian bet - that the new generation of sub-50-year-old entrepreneurs hitting their first liquidity event needed something the bulge brackets couldn't offer. Six years later, Legacy Knight manages over $3B and was named the fastest-growing RIA in Texas. Chris and Matthew go deep on what it actually takes to build a multi-family office the right way - the technology, the hiring, the legacy conversations with families, and why Matthew refuses to grow by acquiring other books of business. They discuss: Why every hire at Legacy Knight comes out of the family office world, not from the bulge brackets How most $100M+ families are still running their wealth on a Google Doc and a handshake with their accountant Why "do nothing in the year after a liquidity event" is half good advice and half terrible advice The most creative things Matthew has seen ultra-wealthy families do with their capital How Matthew thinks about his own kids, legacy, and when to start the wealth conversation Links: Legacy Knight - https://legacyknight.com/ Matthew on LinkedIn - https://www.linkedin.com/in/matthew-ogle-ab11873/ Topics: (02:01) Matthew's First Exposure to Wealth Management (07:58) Joining Credit Suisse (Pre-GFC): Why the "Bulge Bracket" Mattered, How the Private Banking Associate Model Works (13:08) Why Credit Suisse Failed to Serve Ultra-High-Net-Worth Families (20:07) The First Client Meeting: Soft-Tissue Questions (28:57) Tax Timing and Mitigation Strategies (37:57) The Founding Thesis: People and Platform (Building Legacy Knight) (44:46) The Decision to Launch Legacy Knight Independently (54:43) Fundraising Lessons: Managing Expectations and The Importance of Pitch Order (01:01:18) The Full-Service Family Office Model (01:06:24) What a Vertically Integrated Family Office Actually Includes (01:09:07) Proactive Investment Sourcing (01:13:02) Next-Gen Engagement and Family Legacy Planning: How to Involve Children Appropriately (01:21:46) Matthew's Hiring Philosophy (01:30:05) Time as the Hidden Cost of Unstructured Wealth Support our Sponsors: Collateral Partners: https://collateral.com/fort Chris on Social Media: X: https://x.com/fortworthchris Instagram: https://www.instagram.com/thepowerspodcast LinkedIn: https://www.linkedin.com/in/chrispowersjr/ Visit our website: https://www.powerspod.com/ Leave a review on Apple: https://bit.ly/45crFD0 Leave a review on Spotify: https://bit.ly/3Krl9jO

MONEY FM 89.3 - Your Money With Michelle Martin
Market View: Billion-Dollar Battles, Bank Blowups & Bullish Bets

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later Apr 20, 2026 24:25


War risks flare, markets rally - and a Singapore tycoon takes on global banks in a $1 billion courtroom clash. We unpack the high-stakes lawsuit involving Oxley Holdings, Societe Generale, Credit Suisse, Standard Chartered - and why confidence can make or break billion-dollar ventures. HSBC’s top stock picks spotlight AI, cloud, and pricing power, as investors hunt for the next outperformers this earnings season. Markets surge with the S&P 500 above 7100, but oil volatility tied to Strait of Hormuz tensions keeps risk alive. Earnings spotlight turns to Tesla, Boeing, Blackstone, Lockheed Martin, United Airlines, American Airlines, and Singapore REITs including Keppel REIT, OUE REIT, Digital Core REIT, Frasers Centrepoint Trust. From Apple’s China rebound to Disney’s IMAX rival and Coliwoo’s expansion, it’s all in play—hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

Rendez-vous
UBS haftet nicht für Credit-Suisse-Verfehlungen

Rendez-vous

Play Episode Listen Later Apr 10, 2026 30:28


Seit Jahren beschäftigt der «Mosambik-Schuldenskandal» die Schweizer Justiz. Es geht um einen Ableger der Credit Suisse London, der 2013 staatsnahen Unternehmen in Mosambik Kredite in Milliardenhöhe gewährt hatte. Das Bundesgericht kommt nun zum Schluss: die UBS haftet nicht für die CS-Verfehlungen.

Web3 with Sam Kamani
378: No KYC, No Minimum: Get SpaceX Exposure With Just a Solana Wallet with Guest Speaker Chan Ahn from Tessera Lab

Web3 with Sam Kamani

Play Episode Listen Later Apr 8, 2026 32:30


 sat down with Chan, founder of Tessera Labs, to explore how they are tearing down the walls around private equity investing. Chan spent over a decade at Goldman Sachs, JP Morgan, and Credit Suisse before doing a PhD in computational finance at Imperial College London. He saw first hand that the best returns in private markets were locked behind accreditation requirements, massive minimum tickets, and years of illiquidity. Tessera is his answer to that. We talk about how they tokenized SpaceX participation rights on Solana, why they chose Chainlink for proof of reserve, how $75 million in trading volume happened in just a few months, and what their next product T-Kalshi means for everyday investors who want exposure to one of the hottest prediction market companies in the US right now. We also get into the legal architecture behind the Cayman SPC structure, why no KYC is intentional and not an oversight, the challenges of building in a regulatory gray zone, and what Chan would tell any founder building in the RWA space today. Nothing mentioned in this podcast is investment advice and please do your own research. It would mean a lot if you can leave a review of this podcast on Apple Podcasts or Spotify and share this podcast with a friend. Be a guest on the podcast or contact us - https://www.web3pod.xyz/--- CONNECT ---Tessera Website: https://tessera.peTwitter/X: https://twitter.com/tesseralabsWeb3 with Sam Kamani: https://www.web3pod.xyz/--- KEY POINTS WITH TIMESTAMPS ---• [00:00] Sam introduces Chan from Tessera Labs and the goal of disrupting the multi-trillion dollar private equity market• [01:03] Chan shares his background across Goldman Sachs, JP Morgan, and Credit Suisse plus his PhD in computational finance at Imperial College• [02:28] The three interlocking problems Tessera solves: access, liquidity, and transparency in private equity• [04:25] A step-by-step walkthrough of how an investor gets exposure to Kalshi private shares through tessera.pe with no KYC and no minimum• [06:34] Why Kalshi's US regulatory access gave it a major revenue advantage over Polymarket• [08:13] Four advantages of tokenized private equity over traditional VC and PE funds including $75 million in T-SpaceX trading volume• [11:13] The two early user groups: crypto-native retail investors and trade professionals in Asia and MENA• [12:34] The hardest parts of bringing real world assets on chain: legal structure, Oracle design, and MPC custody• [14:31] How Tessera uses Chainlink proof of reserve, Cayman SPC legal isolation, and Fireblocks MPC to build trust• [16:29] Why Tessera chose Solana over Ethereum, BASE, and Arbitrum including Token 22 transfer hooks• [18:56] Advice for RWA founders: design for retail-native access first, get legal architecture right before product, and choose your Oracle carefully• [21:53] What Chan would do differently if starting Tessera Labs again today• [24:06] The biggest challenge ahead: navigating a regulatory landscape that recognises the space but has not yet legislated it• [26:25] Plans for staking and using T-tokens as collateral for borrowing and lending yield• [27:58] Why Tessera will stay focused on late-stage pre-IPO names for now and the opportunity around IPO lockup periods• [30:12] Chan's three asks: users to try tessera.pe, secondary liquidity partners to get in touch, and strategic investors who share the vision

Alt Goes Mainstream
Stonepeak Credit's Ryan Roberge - building an infrastructure credit strategy

Alt Goes Mainstream

Play Episode Listen Later Apr 8, 2026 61:46


Welcome back to the Alt Goes Mainstream podcast.Today's conversation unpacks an emerging category within infrastructure investing that has a compelling set of market forces and mega trend tailwinds.We sat down in Stonepeak's New York office with Stonepeak Credit Partner and Senior Managing Director Ryan Roberge.Ryan brings a diverse set of experiences to bear that helped him build an infrastructure credit business at Stonepeak. He previously covered the energy and infrastructure sectors for King Street, a New York-based hedge fund focused on distressed, special situations, and event driven credit investing. Prior to King Street, Ryan worked in the Energy group at TPG Capital, a large global alternative asset manager. Ryan started his career in Credit Suisse's Energy Investment Banking Group. He received a Bachelor of Science in Finance from Louisiana State University.Ryan and I had a fascinating conversation on why infrastructure credit's time is now. We covered:How Ryan's background across energy investment banking, energy private equity, and distressed and special situations energy and infrastructure investing all help when investing in infrastructure credit.Why infrastructure credit is a specialized, capital-intensive strategy.How to underwrite data center risk.Contrarian AI insights.The biggest risks in infrastructure credit investing.How and why infrastructure credit is different from other areas of private credit and direct lending.How a specialist investment platform can help inform where to invest in infrastructure credit.Thanks Ryan for coming on the podcast to share your expertise, wisdom, and passion for infrastructure and credit.Show Notes00:00 Hard Asset Diversification00:25 Welcome to Alt Goes Mainstream01:01 Message from our Sponsor, Ultimus02:07 Meet Ryan Roberge04:16 Ryan Career Origins04:52 From Banking to TPG05:25 King Street Credit Training06:07 Equity To Credit Shift07:04 Downside First Mindset07:48 What Is Infrastructure Credit08:08 Three Core Sectors08:25 Asset Level Underwriting09:02 Capital Intensive Returns09:51 Thinking Like An Owner10:44 Funding Gap And AI Tailwinds11:01 Why Direct Lending Misses It12:29 Construction And Collateral Value13:15 Capital Markets Spectrum15:56 Private Credit Vs Infra Credit18:55 Where It Fits In Portfolios24:36 Data Centers Tech Risk31:04 Cycle Risk Reality Check31:32 Long Duration Mindset32:13 Loan Horizon Framework32:40 Asset First Underwriting32:53 Maintenance Capex Truth33:59 Stress Testing Recovery34:13 Capital Flood Into Infra35:14 Theme Chasing Warning36:02 Why Skip Renewables36:20 Bigger Deals Cheaper Money36:51 ABF And Insurance Capital37:17 Non-IG Hard Asset Logic38:11 Scale Keeps IG Away38:25 Key Underwriting Risks38:34 Loan To Value Reality39:01 Fiber To Home Case Study40:09 Growth Platform Underwrite41:01 Hiring For Credit Mindset42:23 Downside Recovery Culture43:10 Contrarian AI Insight44:07 Circular Demand Red Flags46:39 Data Center Risk Filters49:20 Investor Demand And ClosingA Word from Our Sponsor, UltimusThis episode of Alt Goes Mainstream is brought to you by Ultimus, the full-service fund administrator and transfer agent powering asset managers in private and public markets. As alts go mainstream, you need real expertise to handle complex fund structures, connect with key distribution partners, and handle sophisticated compliance, reporting, and transparency demands.That's Ultimus: high-tech, high-touch solutions for over 450 clients and 2,500 funds with $775B in assets under administration. Backed by an expert team of over 1,200 employees, they place client service at the core of their business, helping you navigate complexity during your fund structuring or launch and then supporting you through every stage of growth. Whether you're already in the market or thinking about entering private wealth, you can trust their team's deep expertise in retail alternatives to help you reach your goals.Learn more at ultimusfundsolutions.com or email info@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Editing and post-production work for this episode was provided by The Podcast Consultant.

Digital HR Leaders with David Green
From CHRO to Chief Work Officer: The Next Evolution of HR Leadership

Digital HR Leaders with David Green

Play Episode Listen Later Apr 7, 2026 51:58


Are organisations overlooking one of the most important drivers of employee experience and performance? For many, the workplace is still treated as a fixed asset - something to manage for cost and capacity, rather than something to actively design around how work actually happens. In this episode of the Digital HR Leaders podcast, host David Green is joined by Phil Kirschner, Workforce Experience Consultant and author of the famous newsletter, The Workline, to explore why workplace strategy continues to sit outside of core HR and people analytics conversations - and why that needs to change. Drawing on his experience across Credit Suisse, JLL, WeWork, and McKinsey, Phil shares a more practical view of what organisations are missing - from the lack of basic workplace data, to the assumptions that still shape many workplace decisions today. So, hit play to learn more about: Why workplace strategy is still disconnected from workforce strategyThe key data points organisations should be trackingHow leading organisations are starting to think differently about the purpose of the officeWhat the “Chief Work Officer” role looks like in practiceWhy AI is increasing - not reducing - the importance of workplace and experience designThis episode is sponsored by Visier. Visier Workforce AI is your GPS for workforce decisions. Spot attrition risk, uncover pay gaps, measure leadership impact, and track skills shortages before they slow growth. Then act. Align talent to real business outcomes. Across industries, HR and business leaders are using Visier Workforce AI to navigate the biggest workforce shifts of our time. Move from knowing to doing, faster. See it in action at visier.com Also, make sure to read to explore Visier's latest research on strategic workforce planning in the AI era. Resources: The Workline newsletter Hosted on Acast. See acast.com/privacy for more information.

WTFinance
Corporate Defaults are Spiraling Out of Control as Tariffs & Energy Crisis Hits | Danielle DiMartino Booth

WTFinance

Play Episode Listen Later Apr 3, 2026 28:33


Interview recorded - 30th of March, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Danielle DiMartino Booth. Danielle is the CEO & Chief Strategist for QI Research. She is the author of Fed Up and a global thought leader in monetary policy, economics and finance with 9 years experience at the Federal Reserve Bank of Dallas.During our conversation we spoke about the current issues in the economy, energy crisis, how businesses can't catch a break with tariffs, energy costs and higher rates, FED reaction, liquidity shift, Private Credit and impact on markets. I hope you enjoy!0:00 - Introduction2:46 - Overview of economy4:49 - Comparing to prior energy crisis?6:29 - Where is the leverage?7:15 - Companies struggling8:56 - Unemployment11:26 - FED reaction14:53- What should FED do?18:13 - Kevin Warsh nomination19:26 - Liquidity shift22:15 - Private Credit Concerns25:20 - Impact on markets27:06 - One message to takeaway?DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered to guide portfolio managers and promote financial literacy. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.Since their inception in 2015, commentary and data from DiMartino Booth's The Daily Feather and The Weekly Quill have appeared in other financial sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more.A global thought leader in monetary policy, economics, and finance, DiMartino Booth founded QI Research in 2015. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.Prior to QI Research, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas. She served as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in March 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy.DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed-income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.Danielle DiMartino Booth - Website - https://quillintelligence.com/Twitter - https://twitter.com/DiMartinoBoothYouTube - @DanielleDiMartinoBoothQI WTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Web3 with Sam Kamani
375: Building the Future of DeFi Yield: Mehdi Lebbar on Risk, Returns, and Freedom with Guest Speaker Mehdi from YO.xyz

Web3 with Sam Kamani

Play Episode Listen Later Apr 1, 2026 33:33


I sat down with Mehdi Lebbar, founder of yo.xyz (Yo Labs), to talk about how they're revolutionizing yield in DeFi. After raising over $10 million, Mehdi and his team built the Exponential Risk Framework—the best predictor of DeFi pool safety in the world. Pools rated A or B have a 0% probability of losing your money. We dive into how they assess risk across protocols, chains, and assets, why AI agents aren't ready for serious financial products, and why crypto offers freedom that AI never will. Mehdi shares his journey from traditional finance at Credit Suisse and the World Bank to discovering Bitcoin as the ultimate inflation hedge. We also discuss how DeFi is giving the unbanked access to savings, why Dubai's 'bubble' moments create opportunity, and what's next for multi-chain vaults. If you care about making DeFi accessible, safe, and truly decentralized, this episode is for you. Key Points with timestamps• [01:31] How Mehdi discovered Bitcoin in 2017 as a levered inflation hedge for his portfolio• [05:03] The gap in DeFi yield: too complicated and too risky for most people• [06:22] Exponential Risk Framework: A and B rated pools have 0% probability of loss• [07:04] Mapping DeFi as a risk graph with 100+ questions per protocol• [10:05] Building protocol-agnostic, chain-agnostic vaults for seamless yield• [14:30] Why algorithms beat curators and AI black boxes in financial products• [19:42] Founder lesson: take the ego out, sustain pain, stay optimistic• [21:43] Why crypto empowers the many while AI empowers the powerful• [24:14] Crypto is freedom—AI is control• [26:23] Real stories: how crypto enabled financial freedom during Dubai tensions• [30:26] Yo.xyz roadmap: ubiquitous multi-chain vaults and vaults-as-a-serviceConnect with YOhttps://www.yo.xyz/https://x.com/yieldhttps://t.me/yo_protocolDisclaimerNothing mentioned in this podcast is investment advice and please do your own research. It would mean a lot if you can leave a review of this podcast on Apple Podcasts or Spotify and share this podcast with a friend. Be a guest on the podcast or contact us - https://www.web3pod.xyz/

Alt Goes Mainstream
Bloomberg's Brad Foster - driving the convergence between public and private markets

Alt Goes Mainstream

Play Episode Listen Later Mar 31, 2026 46:20


Welcome back to the Alt Goes Mainstream podcast.Today's episode takes us to a hub of market structure, a powerhouse of trading, and a crossroads of public and private markets to discuss how private markets are in the midst of a market structure evolution.We sat down at Bloomberg's NYC headquarters with Bloomberg's Head of Fixed Income & Private Markets Brad Foster to discuss how technology and data are driving a convergence between public and private markets, particularly as it relates to the credit space.Brad is the Head of Fixed Income & Private Markets at Bloomberg, where he's focused on delivering the data, analytics, and tools clients need to power public and private market investment strategies and workflows. Brad joined Bloomberg in June 2017 to lead its Enterprise Data Content business as well as its Fixed Income Evaluated Pricing (BVAL) offering. He was appointed Head of Fixed Income, including Securitized Products, in early 2023 and Head of Fixed Income & Private Markets in early 2024. Prior to joining Bloomberg, Brad spent almost 20 years on the sell-side in multiple locations, including London, Tokyo, and New York, for Deutsche Bank as a Managing Director in Global Markets across Global Finance, Fixed Income & Currencies, Structured Finance, Special Situations, Structured Lending and Front Office Risk Management, including CVA and Counterparty Risk, where he managed a team that built a Cross-Product Risk and Portfolio Margining Platform. Prior to Deutsche Bank, he was at Credit Suisse in the Market Risk Management Group.Brad and I had a fascinating conversation about public and private credit and how data and technology are shaping these markets. We covered:How Bloomberg's history shaping other market structures are informing how private markets market structure is evolving.How public and private credit are converging.Definitions and perspectives on liquidity vs illiquidity, what's risky and what's not risky.What private markets needs from a market infrastructure perspective to scale.Why borrowers are choosing private credit and the investment grade private credit option.How Bloomberg is approaching private credit and private markets market structure.Bloomberg's build vs. buy vs. partner strategy with private markets tech.Thanks Brad for sharing your wisdom, expertise, and passion at the intersection of credit, market structure, and financial technology.Show Notes00:00 Scaling Private Markets01:12 Welcome to the Alt Goes Mainstream Podcast02:13 Brad Foster's Background04:31 From Trading to Bloomberg05:27 Client Empathy Product Mindset06:25 Fixed Income as Blueprint07:11 Bloomberg Shaping Market Structure08:19 Electronification Turning Points09:10 Efficiency and Regulation Drivers09:45 Blurring Public and Private Credit10:34 Three Legs of Credit11:43 Why Borrowers Go Private13:09 Missing Data and Workflow13:57 Security Master Foundations16:12 Transparency and Retail Pressure22:07 Private Deal Data Uploads22:29 Same Analytics for Private22:50 Sold Not Bought Debate23:43 When Private Gets Liquid24:38 Desktop Real Estate Idea26:21 Reimagining Terminal with AI27:21 Chat as Market Connector28:19 Build Buy Partner Strategy28:51 Bloomberg Private Track Record30:09 Daphne Investment Rationale30:58 Fixing GP LP Workflow32:01 Most Valuable Data Masters33:45 Taxonomy as Missing Piece34:49 Standardizing Valuation Methods35:29 Extending Evaluated Pricing37:27 Liquidity Versus Illiquidity40:18 Portfolio Risk for Asset Owners44:16 Foundations to Scale PrivatesEditing and post-production work for this episode was provided by The Podcast Consultant.

VoxTalks
S9 Ep21: The Bank of England's capital mistake?

VoxTalks

Play Episode Listen Later Mar 27, 2026 24:39


"When you look at the world now, does it look more uncertain or less uncertain?" In December 2025, the Bank of England's Financial Policy Committee (FPC) answered that question by cutting the equity capital requirement for UK banks. David Aikman (NIESR) and John Vickers (University of Oxford), two former senior Bank insiders who helped to design the regulatory framework post-GFC, think the committee got it wrong.The FPC lowered the benchmark capital requirement from 14% to 13% of risk-weighted assets, a move that could free up roughly £30 billion of capital across the UK banking system. Aikman and Vickers see no compelling economic reason for the change. They argue that the 2015 benchmark was already set too low, built on questionable assumptions about how well resolution frameworks would work. Since 2015, Brexit, the pandemic, and a sharply stretched fiscal position have all increased the likely cost of a future crisis. The practical effect of the loosening may not even be more lending, but higher dividends and share buybacks. And the December decision may signal a weakening of the leverage ratio backstop, the constraint that limits bank borrowing regardless of how risk weights are applied.The research behind this episode:Aikman, David, and John Vickers. 2026. "The Bank of England's Capital Mistake." VoxEU, 15 January 2026. To cite this episode:Phillips, Tim, David Aikman, and John Vickers. 2026. "The Bank of England's Capital Mistake." VoxTalks Economics (podcast). Assign this as extra listening. The citation above is formatted and ready for a reading list or VLE.About the guestsDavid Aikman is Director of the National Institute of Economic and Social Research (NIESR). He worked at the Bank of England from 2003 to 2020, where he served as Technical Head of Division in Financial Stability and was centrally involved in the creation of the Financial Policy Committee. His research spanning macroprudential regulation, systemic risk, and the macroeconomics of financial crises has made him one of the leading academic voices on bank capital policy in the UK.Sir John Vickers is Warden of All Souls College and Professor of Economics at the University of Oxford. He served as Chief Economist and a member of the Monetary Policy Committee at the Bank of England, and chaired the Independent Commission on Banking from 2010 to 2011, which recommended substantially higher capital requirements than those subsequently adopted. His research spanning industrial economics, competition policy, and financial regulation has shaped UK banking policy for two decades.Research cited in this episodeEquity capital requirements specify the minimum proportion of a bank's assets that must be funded by shareholders' equity rather than borrowed money. Equity is the only form of funding that can absorb losses without triggering insolvency: if a bank suffers unexpected losses, its shareholders bear them first. In the run-up to the 2008 financial crisis, some large institutions held equity equivalent to as little as two or three percent of their total exposures, implying leverage of up to forty times; a small shock was enough to render them insolvent. The post-crisis repair effort was designed to ensure that could not happen again.Risk-weighted assets (RWAs) are the denominator against which capital requirements are measured. Rather than applying the capital ratio to the raw value of all assets, the framework deflates each asset by an estimated risk factor: a mortgage backed by collateral is treated as less risky than an unsecured corporate loan, for example. Capital requirements are then expressed as a percentage of this risk-adjusted total. The approach creates significant complexity and depends heavily on the accuracy of the risk weights; much of the story of 2008 was that regulators allowed banks to attach implausibly low risk weights to their exposures, understating the true leverage in the system.The Financial Policy Committee (FPC) is the Bank of England body responsible for macroprudential oversight of the UK financial system. Created in 2013, it sits above the individual regulators to take a system-wide view of whether risks are building and whether the financial system as a whole has adequate resilience. One of its primary tools is setting the overall capital requirement benchmark for UK banks. In 2015 it set that benchmark at 14% of risk-weighted assets; in December 2025 it reduced it to 13%.The leverage ratio is an alternative measure of bank capitalisation that does not apply risk weights. It expresses equity as a simple percentage of total assets, regardless of what those assets are. The UK leverage ratio backstop currently stands at around 3 to 4%, implying maximum leverage of roughly twenty-five to thirty times for systemically important banks. Vickers and Aikman note that for some UK banks the backstop has become the binding constraint, which they regard as a warning sign: it suggests that risk-weighted measures are understating actual leverage, not that the backstop should be relaxed.Resolution frameworks are the legal and operational mechanisms that allow regulators to manage the failure of a bank without a taxpayer bailout, by imposing losses on shareholders and creditors in an orderly way. A central assumption in the FPC's 2015 capital benchmark was that resolution would work effectively in a future crisis, which justified a lower capital requirement. Vickers and Aikman are sceptical: the experience of Credit Suisse in 2023, which required a state-assisted rescue despite the existence of resolution plans, illustrates that orderly resolution of a major institution cannot be taken for granted.Basel 3.1 is the latest package of international banking regulatory standards agreed by the Basel Committee on Banking Supervision, designed to address weaknesses in how risk weights are calculated. Its implementation in the UK is scheduled for 2027, nineteen years after the 2008 crisis. The FPC's December 2025 decision is partly contingent on Basel 3.1 being implemented as planned; Aikman notes that there have been repeated international delays and rollbacks, and that the UK's ability to move ahead unilaterally is constrained by what other major jurisdictions do.The 2023 banking stress saw three US regional banks (Silicon Valley Bank, Signature Bank, and First Republic) fail in quick succession in March 2023, followed by the forced rescue of Credit Suisse by UBS. These events occurred in what was, by historical standards, a relatively stable macroeconomic environment. Vickers cites them as evidence that banking sector vulnerabilities have not been eliminated by post-2008 reforms, and as a caution against complacency about the effectiveness of current safeguards.More VoxTalks EconomicsMaking banking safe Our financial system is supposed to be more resilient than before the global financial crisis, but that didn't save Silicon Valley Bank, Signature Bank or First Republic. So what went wrong, and can we fix it? Steve Cecchetti and Kim Schoenholtz suggest how regulators can make banking safer.

DeFi Slate
Is a Gold-Backed Yield Coin the Future of Stablecoins? with Iggy Ioppe

DeFi Slate

Play Episode Listen Later Mar 21, 2026 26:24


Iggy Ioppe, CIO of Theo Network, joins Stable Up to break down how Theo is generating native yield on tokenized gold, why they built on Hyper Liquid, and more.Iggy Ioppe is the Chief Investment Officer of Theo Network, a gold-backed yield stablecoin protocol built on Hyper Liquid. Iggy brings 15+ years of traditional finance experience spanning private equity at Bain Capital, prop trading at Credit Suisse, and crypto investing at Polygon Ventures.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro00:47 Iggy's TradFi Background02:45 The RWA Tokenization Vision04:34 Why They Built on Hyper Liquid05:47 Iggy's Hyper Liquid Bull Case07:05 How Big Can Hyper Liquid Get?09:15 Why Tokenize Gold?13:10 The Gold Basis Trade Explained16:54 How the Yield Gets to Holders18:06 Deploying the $100M Pre-Deposit22:07 Multi-Venue Yield Strategy22:43 Do They Need a Token?24:21 How Big Can TH-USD Get?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/robbiek__Follow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

The Road to Accountable AI
Tanvi Singh, Ekta AI: The Case for Sovereign AI

The Road to Accountable AI

Play Episode Listen Later Mar 19, 2026 33:09


Tanvi Singh draws on over two decades of building and governing AI systems inside global banks to make a provocative case: you cannot be accountable for decisions you do not control. Enterprises are consuming intelligence through models they don't own, can't explain, and didn't train. Singh reframes sovereignty beyond data center locations and infrastructure, to control across the entire stack, so that an organization's AI reflects its own values, laws, and culture. Whlile frontier LLMs will continue to dominate the consumer and retail market, she argues that domain-specific models will be important for enterprise and regulated use cases, offering better accuracy at dramatically lower cost. The conversation also touches on Singh's engagement with the Vatican's Pontifical Academy of Sciences around AI ethics, which has worked on benchmarks that reflect institutional values rather than defaulting to the cultural norms baked into large internet-trained models. Tanvi Singh is the Co-Founder and CEO of Ekta Inc., a sovereign AI platform company building domain-specific foundation models for governments and regulated industries. She previously served as Group Head of AI, Data & Analytics at UBS and held senior technology leadership roles at Credit Suisse, GE, and Monsanto. She is the founder and managing partner of Nirmata-ai Ventures, a Zurich-based deep-tech venture fund, and serves as a board member of the Global Blockchain Business Council and GirlsCanCode.  Transcript Sovereign AI: Why States and Institutions Have to Take Back Their Digital Intelligence (HSToday, co-authored with Thomas Cellucci) Ekta AI  

Smart Money Circle
This CEO Is Disrupting The Online Brokerage Business. Meet Anthony Denier, Webull Group US CEO $BULL

Smart Money Circle

Play Episode Listen Later Mar 17, 2026 19:01


This CEO Is Disrupting The Online Brokerage Business - Meet Anthony Denier, Webull Group US $BULLTicker: NASDAQ: BULLWebsite: https://www.webull.com/About Webull: Webull is a leading online investment platform built on next generation global infrastructure. Users of the Webull platform are empowered to pursue their financial goals with advanced charting tools, cutting-edge technology, and real-time market data. Through Webull's online brokerage, self-directed investors can access low-cost trading across a wide range of assets, including securities, options, and futures, along with wealth management services.Anthony's Bio: Anthony Denier is the Group President and U.S. CEO of Webull, where he is responsible for managing the company's regulated businesses across the globe, including all licensed broker-dealers. He is a financial expert with over two decades of experience in management, compliance, operations, trading, sales, research of both U.S. and International equity, fixed income, and futures products. After graduating from Columbia University, Anthony joined the international equity trading team at Credit Suisse, which pioneered the newly emerging electronic trading DMA (direct market access) and algorithmic systems of the time. He then became Vice President of ING's equity trading desk in New York and most recently was the CEO of LXM Financial where he expanded the broker's business into DMA customer trading and foreign broker chaperoning arrangements. Under Denier's leadership, Webull has become one of the largest brokerages in the United States for customer numbers and trading volumes. As a go-to mobile brokerage app with over 25 million registered users, the company has expanded globally, added features based on customer feedback and won accolades from industry-leading publications and awards.

On the Way to New Work - Der Podcast über neue Arbeit
#541 Jennifer Kossow und Yannick Müller, Co-Founder Days With Us

On the Way to New Work - Der Podcast über neue Arbeit

Play Episode Listen Later Mar 16, 2026 66:41 Transcription Available


Unsere beiden heutigen Gäste glauben daran, dass es auch noch in Zukunft Büros geben wird Sie hat ihre Karriere zunächst im Finanzsektor begonnen. Sie arbeitete bei Credit Suisse, KPMG, Deloitte und später in einer Bank als Head of Legal, Compliance & Risk Control: eine klassische Karriere im Finanz- und Beratungsumfeld, bis sie eine ungewöhnliche Entscheidung traf. Sie verließ diesen Weg noch einmal, um Innenarchitektur zu studieren. Heute verbindet sie zwei Welten: Businessverständnis und Raumgestaltung. Unser zweiter Gast startete seine Laufbahn bei Vitra, einem der weltweit bekanntesten Unternehmen für Arbeitsumgebungen. Dort lernte er die Welt von Bürokonzepten, internationaler Projektarbeit und Organisationsstrukturen aus nächster Nähe kennen. Später arbeitete er im Bereich Innovation Scouting und Business Development und beschäftigte sich intensiv mit Fragen rund um New Work, Zusammenarbeit und Organisationsentwicklung. Kennengelernt haben sich die beiden bei berry in Zürich und später dann Days With Us gegründet, ein Unternehmen, das Organisationen dabei begleitet, Arbeitswelten neu zu denken. Nicht nur aus der Perspektive von Möbeln oder Grundrissen, sondern als Zusammenspiel von Raum, Kultur und Zusammenarbeit. Seit mehr als acht Jahren beschäftigen wir uns in diesem Podcast mit der Frage, wie Arbeit den Menschen stärkt, statt ihn zu schwächen. Wir haben in über 540 Episoden mit fast 700 Persönlichkeiten darüber gesprochen, was sich bereits verändert hat und was sich weiter ändern muss. Warum braucht es für gute Arbeitsorte mehr als einen Möbelhersteller oder eine schöne Innenarchitektur? Wie entsteht aus einer gemeinsamen Idee ein Unternehmen, das Organisationen auf dem Weg in neue Arbeitswelten begleitet? Und warum werden wir auch in Zukunft Büros brauchen? Fest steht: Für die Lösung unserer aktuellen Herausforderungen brauchen wir neue Impulse. Wir suchen weiter nach Methoden, Vorbildern, Erfahrungen, Tools und Ideen, die uns dem Kern von New Work näher bringen. Darüber hinaus beschäftigt uns von Anfang an die Frage, ob wirklich alle Menschen das finden und leben können, was sie im Innersten wirklich wirklich wollen. Ihr seid bei On the Way to New Work – heute mit unseren beiden Gästen Jennifer Kossow und Yannick Müller. [Hier](https://linktr.ee/onthewaytonewwork) findet ihr alle Links zum Podcast und unseren aktuellen Werbepartnern

Money Stuff: The Podcast
Perhaps a Ballroom

Money Stuff: The Podcast

Play Episode Listen Later Mar 6, 2026 30:01 Transcription Available


Katie and Matt discuss a legendary lost Money Stuff podcast episode, Paramount buying Warner Bros., rights offerings, LBO risks, deal discipline, breakup fees, BCRED, OBDC II, twisting arms at Blackstone, Credit Suisse toxic asset bonuses, liquidity premiums, short memories, XOVR and SpaceX liquidity. See omnystudio.com/listener for privacy information.

Centers and Institutes
Mitsui Lunch-Time Forum CLXXX : India: The Emerging Giant?

Centers and Institutes

Play Episode Listen Later Mar 4, 2026 68:25


Mr. Anupam Ghose is a Founding Partner and CEO of System Two Advisors, LP, where he focuses on the start-up business operations and strategic direction of the firm. Prior to System Two, Mr. Ghose was the Co-President and Chief Strategy Officer of Roc Capital, responsible for overseeing the firm's marketing and investor relations as well as implementing short-term and long-term firm strategies. Prior to joining Roc Capital, Mr. Ghose was a Senior Member of the Prime Services Group at Credit Suisse. Prior to joining Credit Suisse, he was a member of the Global Portfolio Trading & Equities Swaps desk at Goldman Sachs. Prior to that he was one of the limited partners at Spear, Leeds & Kellogg and was part of the integration team when the firm was acquired by Goldman Sachs in 2000. Mr. Ghose is the founder of Indus Advisors LLC, which launched the first India-focused exchange traded fund on the NYSE/ARCA in partnership with Invesco PowerShares. Mr. Ghose received his BA degree in Economics from Bombay University in India in 1988, and his MBA in Finance and Investments from the Zicklin School of Business at Baruch College in 1994. Mr. Ghose serves on the advisory board of the Weissman Center for International Business at Baruch College. He has also served on the board of Viteos Fund Services & Gravitas Technology, Inc.

The Disciplined Investor
TDI Podcast: Reality Bites (#962)

The Disciplined Investor

Play Episode Listen Later Mar 1, 2026 57:00


Markets not thrilled with tech Mortgage rates dip below 6% Feb ends with a dud Looking at the Fed's next move with our guest – Danielle DiMartino Booth – the “Fed watcher” NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally. A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. Follow @DiMartinoBooth Looking for style diversification? More information on the TDI Managed Growth Strategy https://thedisciplinedinvestor.com/blog/tdi-strategy/ Stocks mentioned in this episode: (NVDA), (META), (ORCL), (GOOG), (AMZN), (MSFT), (IBM)

People in Transition
141. Dan Waskow - I help you escape the job you hate - and get a job that you'll love.

People in Transition

Play Episode Listen Later Feb 22, 2026 31:29


In this episode of “People in Transition”, we discuss what really happens inside the hiring process — and how understanding it can help you land your next role faster, smarter, and with far more confidence.My guest is Dan Waskow, founder of OnPoint Job Search Solutions. With more than 20 years as a corporate recruiter for organizations like Dell Technologies, Fidelity Investments, Credit Suisse, Accenture, NASDAQ, and Madison Square Garden, to name a few  — plus over a decade as a job search coach — Dan has seen the hiring process from every angle.He knows exactly what recruiters look for… and why strong candidates often get overlooked.If you've ever wondered:Why you're not hearing backWhy interviews stallOr how to position yourself strategically instead of emotionallyThis conversation is for you.In this episode, we discuss:• Why recruiters don't “connect the dots” for you — and how to clearly translate your background so they instantly see the fit.• The truth about the job market — there's no “good” or “bad” time to search, only busier and slower cycles. The candidates who consistently build relationships always win.• The two pillars of a successful job search: Marketing and Storytelling. Master how you present your value and how you tell your career story, and everything changes.• Resume strategy that actually works. Clean formatting. No colors. No text boxes. No graphics. Make it easy for both humans and systems to read.• How informational interviews and virtual coffee chats create momentum. They're not just conversations — they're relationship builders that open real doors.What an episode. Dan brings clarity, strategy, and straight talk to a process that often feels confusing and frustrating.To learn more about him and his coaching services, visit myjobsearchadvisor.com.

Brazalete Negro
Quini, anatomía de un secuestro

Brazalete Negro

Play Episode Listen Later Feb 20, 2026


Ginebra, 25 de marzo de 1981. Un joven español se sube a un taxi. “A la sucursal del Credit Suisse”, pide en un francés macarrónico. No sabe que el taxista es en realidad un policía suizo de incógnito. Ni que en el banco no le esperan sus ansiados 100 millones de pesetas sino un montón de agentes armados hasta los dientes. El objetivo es acabar con una pesadilla que ha mantenido en vilo a todo un país. Ídolo en el Sporting y la selección española, Enrique Castro ‘Quini' estaba disputando su primera temporada con la camiseta del FC Barcelona cuando desapareció una noche. 24 días después su cautiverio ha sumido a sus compañeros en un shock absoluto, mermando las opciones del Barça de ganar la Liga. Lo que comenzó el 1 de marzo como un rapto a punta de pistola tras un encuentro en el Camp Nou, se revelará como la obra desesperada de tres jóvenes en paro, acuciados por la crisis económica de la España de 1981. Entre un húmedo zulo cerca del río Ebro y unas negociaciones telefónicas que rozan el vodevil, se despliega una crónica de desatinos, fallidos pagos del rescate y una atmósfera marcada por el reciente intento de golpe de Estado del 23F. Este Brazalete recuerda cómo se gestó la liberación del ariete, y por qué el posterior perdón de Quini a sus captores acabó de convertirlo en un ídolo eterno. Accede a las entrevistas íntegras que componen este capítulo, así como contenido exclusivo, en nuestra newsletter: www.brazaletenegro.com Youtube: https://www.youtube.com/@brazaletenegro Twitter: https://twitter.com/brazaletenegro Instagram: https://instagram.com/brazaletenegropodcast Brazalete Negro, el true crime del fútbol. Y, recuerda, Bill Shankly no tenía razón.

Capital Allocators
Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)

Capital Allocators

Play Episode Listen Later Feb 16, 2026 61:59


Bobby Jain is the CEO and CIO of Jain Global, a global multi-strategy hedge fund he launched last year that manages about $6 billion with over 350 employees. Bobby's storied Wall Street career includes spending seven years as the Co-CIO of Millenium and twenty at Credit Suisse in a range of leadership roles spanning proprietary trading, derivatives, and asset management. Our conversation traces Bobby's path from growing up as the son of immigrants in Queens to the trading floors of O'Connor and Credit Suisse, all of which shaped his thoughtful, framework-driven perspectives on markets. We explore the evolution of prop trading and the migration of risk taking from banks to hedge funds, proprietary trading firms, and private credit. We then discuss Bobby's ambitious launch, including the principles guiding its design, scale and diversification out of the gate, talent strategy, risk management, portfolio construction, and the many tradeoffs that create the different cultures and complexions of multi-manager hedge funds. We close with Bobby's application of financial innovation to helping others. Learn more about our Strategic Investments: Ascension. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

Info 3
Franjo von Allmen holt erstes Olympia-Gold für die Schweiz

Info 3

Play Episode Listen Later Feb 7, 2026 12:28


Die olympischen Winterspiele hätten aus Schweizer Sicht kaum besser beginnen können: Erster Tag, erste Olympia-Goldmedallie. Bei der Männer-Abfahrt in Bormio gewinnt Franjo von Allmen vor den beiden Italienern Giovanni Franzoni und Dominik Paris. Weitere Themen: Wegen der Brandkatastrophe in Crans-Montana herrscht zwischen der Schweiz und Italien eine frostige Atmosphäre. Nun ist ein bisschen Entspannung zu vermelden. Bundespräsident Parmelin traf anlässlich der Olympischen Spiele in Mailand den italienischen Staatspräsidenten Mattarella. Unternehmen in der Schweiz kommen weniger leicht und weniger günstig an Bankkredite seit dem Untergang der Credit Suisse vor drei Jahren. Das besagt eine neue Studie. Die Banken verteidigen sich: von einer Kredit-Klemme könne keine Rede sein, sagt etwa der Chef der grössten Kantonalbank, der ZKB.

Badlands Media
Geopolitics with Ghost: Bonus Episode - Trump, Petro, and the Banking System Beneath the Headlines - 2/4/26

Badlands Media

Play Episode Listen Later Feb 5, 2026 122:41


In this episode of Geopolitics with Ghost, Ghost focuses on two interconnected developments with major geopolitical implications. The discussion centers on President Trump's closed-door meeting with Colombian President Gustavo Petro and why the lack of U.S. media coverage around that meeting matters. Ghost walks through what was reported internationally, including Petro's comments on drug trafficking, sanctions, and cooperation with the United States, as well as the surprising tone shift following months of public tension between the two leaders. The episode then turns to the evolving Credit Suisse story and its broader connection to the global banking system. Ghost explores how financial institutions, cartel money laundering, sanctions, and political pressure intersect, and why these issues may explain the silence from legacy media. Throughout the episode, Ghost ties these developments to larger shifts in power, transparency, and accountability within the international financial and political landscape.

Badlands Media
Breaking History Ep. 135: Credit Suisse, Global Banking Corruption, and the Financial Architecture of Power

Badlands Media

Play Episode Listen Later Feb 4, 2026 84:14


In this episode of Breaking History, Matt Ehret and Ghost examine a rapidly unfolding global financial reckoning centered on Credit Suisse and the broader international banking system. The discussion traces newly revealed Nazi-linked accounts, money laundering pipelines, and the role of major banks in facilitating corruption, cartel financing, and illicit capital flows over decades. The conversation moves through historical context including Bretton Woods, the petrodollar system, and the weaponization of finance, before turning to modern developments involving sanctions, currency manipulation, and intelligence-linked financial networks. Particular attention is given to investigations involving PDVSA, international drug trafficking finance, and the exposure of banking structures operating beyond national oversight. Throughout the episode, Matt and Ghost emphasize continuity between past and present financial power structures, highlighting how moral collapse in finance disconnects economies from real production and public accountability. The result is a wide-ranging, historically grounded analysis of how global banking functions as a tool of control, and why its unraveling appears to be accelerating.

Squawk Box Europe Express
European corporate earnings in full swing

Squawk Box Europe Express

Play Episode Listen Later Feb 4, 2026 26:04


UBS posts quarterly profit of $1.2bn and hikes its dividend by 22 per cent and reaffirms its forecasts for the year. The Swiss lender says it is on track to fully integrate Credit Suisse later this year but CEO Sergio Ermotti says clients remain wary due to geo-political considerations. Pharma giant Novo Nordisk sees U.S.-listed shares plunge after warning of disappointing sales due to competition to its flagship obesity drugs. CEO Mike Doustdar believes the GLP-1 market will only get bigger. And in tech news, Anthropic's new ‘Claude' model causes a wider sell-off in enterprise and cloud software as the threat of A.I. disruption looms over white-collar sectors. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

HeuteMorgen
UBS erzielt einen Gewinn von 7.8 Milliarden US-Dollar

HeuteMorgen

Play Episode Listen Later Feb 4, 2026 9:47


Die Grossbank hat ihre Jahreszahlen veröffentlicht. Sie konnte ihren Gewinn im Vergleich zum Vorjahr um über 50 Prozent steigern. Zur Integration der Credit Suisse schreibt die UBS, die komme «ausgezeichnet» voran. Weitere Themen: · Auch Novartis kann seinen Gewinn steigern. Der Pharmakonzern hat im letzten Jahr einen Gewinn von 17,4 Milliarden US-Dollar erzielt. · Die Ukraine und Russland treffen sich zu neuen Gesprächen in Abu Dhabi: Die Erwartungen des Westens sind allerdings tief. · Das US-Militär hat eine iranische Drohne abgeschossen. Es schreibt, die Drohne habe sich einem Flugzeugträger der USA im arabischen Meer genähert. · Massiver Marktverlust an der Wall Street: Die US-Börse verliert fast 300 Milliarden Dollar an Marktwert, wegen einer neuen KI-Anwendung. · Shutdown in den USA nach vier Tagen beendet: Das Repräsentantenhaus hat ein Finanzierungspaket gebilligt. · Fussball: Im Schweizer Cup der Männer stehen GC und Yverdon im Halbfinal.

Beurswatch | BNR
Novo Nordisk verliest wéér en moet naar afvallerseiland

Beurswatch | BNR

Play Episode Listen Later Feb 4, 2026 23:07


Aandeelhouders van Novo Nordisk slaan steil achterover van een winst- en omzetwaarschuwing van de maker van afval-medicijnen. Winst en omzet gaan veel lager uitvallen dit jaar. En de woorden van de topman (dat betere tijden er aankomen) vallen helemaal verkeerd.Deze aflevering hebben we het over de voormalig beurslieveling. Wat ging er mis? En waarom gaat het wél lekker bij concurrent Eli Lilly? Moet je nu wel of niet beleggen in afvalmedicatie? Hebben we het ook over Banco Santander. Voor de jonge luisteraar: dat is een Spaanse bank die in 2007 samen met twee concurrenten ABN Amro opkochten. Net voor de financiele crisis hard om zich heen sloeg. Vandaag de dag is Santander de grootste van Europa en gaat het weer op overnamepad. Dit keer in de VS. Wij kijken of de overnamegolf in bankenland nu echt begonnen is.Gaat het ook over Nintendo. Dat maakte beleggers gister nog lekker met de verkoopcijfers van de Switch 2. Maar gaat een dag later gigantisch onderuit. Beleeft zelfs de ergste handelsdag in anderhalf jaar tijd!Verder deze aflevering: De koersval van AMD Nearfield instruments, een oud-bekende van BNR Beurs, slaat de beursgong TomTom weet wéér niet te overtuigen Te gast: Arend Jan Kamp van Stockwatch.nl BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij BNR Zakendoen en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Geopolitics & Empire
Brent Johnson: Decline of the Republic, Rise of the Empire

Geopolitics & Empire

Play Episode Listen Later Jan 16, 2026 59:30


Brent Johnson of Santiago Capital discusses what he believes to be the decline of the U.S. republic and rise of the American Empire. He explains his “Dollar Milkshake Theory” and how essentially Washington is the cleanest shirt in the dirty laundry. Pax Americana will continue its rampage and what it is doing with stablecoins is going to even further its reach. Watch on BitChute / Brighteon / Rumble / Substack / YouTube *Support Geopolitics & Empire! Become a Member https://geopoliticsandempire.substack.com Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation **Listen Ad-Free for $4.99 a Month or $49.99 a Year! Apple Subscriptions https://podcasts.apple.com/us/podcast/geopolitics-empire/id1003465597 Supercast https://geopoliticsandempire.supercast.com ***Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics American Gold Exchange https://www.amergold.com/geopolitics easyDNS (15% off with GEOPOLITICS) https://easydns.com Escape The Technocracy (15% off with GEOPOLITICS) https://escapethetechnocracy.com/geopolitics Outbound Mexico https://outboundmx.com PassVult https://passvult.com Sociatates Civis https://societates-civis.com StartMail https://www.startmail.com/partner/?ref=ngu4nzr Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Santiago Capital https://santiagocapital.com Substack https://research.santiagocapital.com YouTube https://www.youtube.com/@MilkshakesPod X https://x.com/SantiagoAuFund About Brent Johnson Brent Johnson brings twenty-five years of experience in the financial markets to his position as CEO of Santiago Capital. He enjoyed more than nine years as a Managing Director at BakerAvenue, a $2.5 Billion Asset Manager and Wealth Management firm, with offices in San Francisco, Dallas and New York.  During his time there he was the lead advisor for several of the firms largest clients. Prior to joining BakerAvenue, Brent spent nine years at Credit Suisse in their private client group. He got his start as part of the training program at Donaldson, Lufkin & Jenrette (DLJ) in New York prior to moving to San Francisco. He joined Credit Suisse in the fall of 2000 when the bank purchased DLJ. Earlier in his career, Brent was a financial auditor for Philip Morris Management Company in New York City where he performed audits at the company's headquarters as well as subsidiaries in Germany, Hong Kong, and Richmond, Virginia. In addition to his role at Santiago Capital, he is also a member of the Advisory Board for Monetary Metals, a platform that allows investors to earn a yield on gold, paid in gold, by leasing and lending to qualified precious metals businesses in the industry. Brent regularly gives interviews and speaks at conferences regarding precious metals, currencies & macroeconomic trends. He is well known as the originator of the “Dollar Milkshake Theory” and his views have been quoted in numerous print, online and television outlets. He lives in San Juan, Puerto Rico with his wife Mary and son Moses. *Podcast intro music used with permission is from the song “The Queens Jig” by the fantastic “Musicke & Mirth” from their album “Music for Two Lyra Viols”: http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

Limitless Africa
Bame Pule - "Investments in the US were incremental; in Africa they would be transformational"

Limitless Africa

Play Episode Listen Later Jan 15, 2026 23:09


"That's where I think we've missed a trick. And that's really where I have focused my entrepreneurship and energy and time and talent"Bame Pule is the chief executive of private equity firm Africa Lighthouse Capital, based in Botswana. He is a graduate of Pomona College in California and received his MBA degree from Harvard Business School. He worked at Goldman Sachs, Credit Suisse, Citigroup, some of the biggest names in finance. But we wanted to find out why he decided to move back to the African continent, even though he was on a fast track in the United States. (Interview from 2025)Plus: Why risk premium is often mispriced

Podzept - with Deutsche Bank Research
Macro MATTers: A conversation with Richard Clarida

Podzept - with Deutsche Bank Research

Play Episode Listen Later Dec 17, 2025


In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets.In this episode, they host Richard Clarida, Managing Director at PIMCO and former Vice Chairman of the Federal Reserve Board of Governors, for a wide-ranging discussion on the outlook for the US economy, monetary policy, and markets. Dr. Clarida is a managing director in the New York office and PIMCO's global economic advisor. Prior to rejoining PIMCO in 2022, he was the firm's global strategic advisor from 2006 to 2018. He served as Vice Chairman of the Board of Governors of the U.S. Federal Reserve System from September 2018 to January 2022. Dr. Clarida is also the C. Lowell Harriss Professor of Economics and International Affairs at Columbia University. Prior to joining PIMCO in 2006, he was Assistant Secretary of the Treasury for Economic Policy, in which he served as chief economic advisor to two U.S. Treasury Secretaries. Earlier in his career, he was with Credit Suisse and Grossman Asset Management. He has 26 years of investment experience and holds a Ph.D. and a master's degree in economics from Harvard University. He received an undergraduate degree with Bronze Tablet Honors from the University of Illinois.

FT News Briefing
Swiss prosecutors file charges against Credit Suisse and UBS

FT News Briefing

Play Episode Listen Later Dec 2, 2025 11:03


UK pension funds are cutting back their exposure to US equities, and Swiss prosecutors have filed charges against Credit Suisse and its owner UBS over alleged organisational “deficiencies”. Plus, the chair of the UK's Office for Budget Responsibility has resigned, and the UK government will increase NHS spending on medicines to secure a carve-out from threatened US tariffs.Mentioned in this podcast:UK pension funds dump US equities on fears of AI bubbleSwiss prosecutors file charges against Credit Suisse and UBSHead of UK fiscal watchdog quits after Budget leakNHS to increase medicines spending to avoid threatened Trump tariffsNote: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted by Sonja Hutson, and produced by Fiona Symon. Our show was mixed by Kelly Garry. Additional help from Gavin Kallmann, Michael Lello and David da Silva. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Solar Maverick Podcast
SMP 251: How Investors Evaluate Solar Platforms and Pipelines?

Solar Maverick Podcast

Play Episode Listen Later Dec 2, 2025 48:32


Episode Summary: In this episode of the Solar Maverick Podcast, Benoy sits down with Rob Sternthal, Managing Director at Expedition Infrastructure Partners, to break down how investors evaluate solar platforms and development pipelines. Rob brings more than 20 years of experience in investment banking, tax equity, structured finance, and renewable energy, and he explains the real criteria that determine platform value today. Benoy and Rob discuss why platforms are being repriced, how rising SG&A and longer development timelines are reshaping exits, and what investors are prioritizing in the current market. They also cover the Pine Gate bankruptcy, the renewed shift toward “develop and flip,” battery economics, tax credit insurance constraints, FEOC uncertainty, and the wave of distress expected to define the industry over the next two to three years. Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Rob Sternthal For the last 20+ years, Rob has been a leading investment banking executive and recognized platform builder across the renewable power, energy, ESG and real assets sectors, advising on more than $25 billion of transactions. Prior to joining XIP, Rob was a Managing Director focusing on renewable power at Piper Sandler. Before that, Rob was responsible for building platforms at Rubicon Capital Advisors as well as CohnReznick (now CRC-IB). He founded and built CohnReznick's Capital Markets group (CRC) into a market-leader over ten years, completing nearly $20 billion in transactions and managing a team of 30 professionals. Prior to CRC, Rob established and led multiple real estate and asset-backed securities practices for Credit Suisse in the United States as well as internationally. He began his career as an attorney for the U.S. Securities & Exchange Commission as well as in private practice at Milbank. Rob received a bachelor's degree in economics and French, with honors, from Emory University and a Juris Doctorate, cum laude, from the Temple University School of Law. Rob is a Registered Representative of BA Securities, LLC. Member FINRA, SIPC. Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com   Rob Sternthal Linkedin: https://www.linkedin.com/in/robert-sternthal-548b287/    Website:  ​​https://xipllc.com/  Email:  Rob@xipllc.com  NPM Podcast related to XIP's partnership with Gordian:   https://newprojectmedia.com/npm-interconnections-us-episode-172-rob-sternthal-peter-kauffman-xip-gordian/  If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition.   Join Us for the Winter Solstice Fundraiser!  I'm excited to invite you to our Winter Solstice Fundraiser, hosted by Reneu Energy and the Solar Maverick Podcast on Thursday, December 4th from 6–10 PM at Hudson Hall in Jersey City, NJ! https://www.tickettailor.com/events/reneuenergy/1919391 This event brings together clean energy leaders, entrepreneurs, and friends to celebrate the season while raising funds for the Let's Share the Sun Foundation, which installs solar and storage systems for families and communities in need in Puerto Rico. We'll have: -Great food and drinks -Amazing networking with solar and sustainability professionals -Sports memorabilia auctions (with proceeds benefiting Let's Share the Sun) -An inspiring community focused on making an impact through solar energy If you or your company would like to get involved as a sponsor, please message us at info@reneuenergy.com.     Reneu Energy Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets. Email us at info@reneuenergy.com to learn more.            

Heads Talk
278 - Stela Willemstein, H, D: Money 2020 Riyadh Series: UBS - New Capital Frontier & The Forces Reshaping Regional Finance

Heads Talk

Play Episode Listen Later Nov 16, 2025 26:58


Let us know your thoughts. Send us a Text Message. Follow me to see #HeadsTalk Podcast Audiograms every Monday on LinkedInEpisode Title:

The Disciplined Investor
TDI Podcast: DiMartino Booth Says What?(#944)

The Disciplined Investor

Play Episode Listen Later Oct 26, 2025 59:45


It's time to tend to tend to the garden – a little maintenance for the portfolio October does what it usually does Targets raised, analysts are trying to keep up – even if earnings miss And our guest - Danielle DiMartino Booth - the "Fed watcher" NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally. A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. Follow @DiMartinoBooth Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ Stocks mentioned in this episode: (AMZN), (GLD), (BTCUSD), (ORCL), (GOOG), (SMR), (CEG), (GEV), (AMD)