Best Fx Risk Podcasts (2024)

1
Why FX Risk Management Matters in B2B Payments with Enrico Camerinelli 35:46

7h ago35:46

35:46

Send us a Text Message. 🎙Struggling to manage FX risk in your B2B transactions? Tune in to our latest CurrencyCast episode with Enrico Camerinelli, Global Senior Research Analyst, where we explore why FX risk management matters for B2B companies. In this episode you will learn: The hidden dangers of FX risk in B2B transactions. Strategies to naviga…

1
BoJ turning hawkish – FX concerns a factor 13:22

2h ago13:22

13:22

From the best performing G10 currency last week, the yen has turned and is the worst performer this week. Derek Halpenny, Head of Research Global Markets EMEA & International Securities talks to Simon Mayes, Head of UK Ireland and Switzerland FX Corporate Sales about the shift in tone from BoJ Governor Ueda who turned a lot more hawkish with concer…

1
The best way to run a bank. May 10, 2024 1:27:03

3h ago1:27:03

1:27:03

– Rates on hold… for now – The folly of GDP – Bank profits fall... – …But buybacks and dividends keep investors happy – The best way to run a bank – Company culture? Try shareholder culture See omnystudio.com/listener for privacy information.By LiSTNR

1
Ingrezza Sprinkles for Huntington’s, Tivdak for Cervical Cancer, Xolremdi for WHIM, Esprit Stent for CLTI-BTK 6:55

1d ago6:55

6:55

Please visit Nascentmc.com for medical writing assistance for your company. Visit learnAMAstyle.com for free downloads on medical writing and editing Ingrezza for Huntington’s: The FDA has approved valbenazine (INGREZZA® SPRINKLE) capsules for adults with tardive dyskinesia and chorea associated with Huntington's disease. This new oral granules for…

1
Payrolls relief, oil and the US election, the RBA’s next move and more 30:12

12h ago30:12

30:12

In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing unpacks a tumultuous week that ended on a high. April's soft payrolls report may have given the market much-needed evidence that US disinflationary forces are gathering, but will that sway the Fed? And what can investors expect from the Bank of …

1
Mailbag: incl. The best way to invest for growth. May 5, 2024 1:05:59

1d ago1:05:59

1:05:59

– Have I got the right growth investments? – Is the Ex-20 ETF a good option? – Shouldn’t you sell Fortescue? – How can I invest for my daughters? See omnystudio.com/listener for privacy information.By LiSTNR

1
Has the tide turned for USD/JPY? 7:09

3d ago7:09

7:09

Lee Hardman, Senior Currency Analyst, and Andrea Hayward, Vice President of the Japanese Client Sales Group for EMEA in London, discuss the fallout from a volatile week for USD/JPY. What have been the main drivers behind the sharp correction lower for USD/JPY? Disclaimer: www.mufgresearch.com (PDF)By MUFG EMEA

1
9: Redefining Stress Resilience in Banking 29:51

3d ago29:51

29:51

Banks can no longer rely solely on capital requirements as an indicator of the firm’s health. Credit Suisse and SVB both failed despite meeting or exceeding the minimum thresholds (CSFB’s LCR was 154%, SVB’s would have been 150%).With ongoing discussions about increasing capital requirements in the aftermath of recent events, it's crucial to assess…

1
Could rates really rise three time? May 3, 2024 1:18:01

3d ago1:18:01

1:18:01

– Warren Hogan says rates could rise three times this year – Retail sales fall – Bonza fails – BHP makes a pitch for Anglo American – The best way to allocate capital See omnystudio.com/listener for privacy information.By LiSTNR

1
EU Green Deal Push(back) 5:29

3d ago5:29

5:29

EU parliamentary elections in June are fast approaching and the decibels of debate surrounding the Green Deal legislation are rising. Certain investors have suggested that a shift in political attention away from the Green Deal and that recent pushback and watering down of some regulation is negative for climate action in Europe. Ehsan Khoman, Head…

1
China's great economic transition 17:18

4d ago17:18

17:18

China is a country in transition. After decades of rapid growth at any cost, the economic model is shifting to one centred on high quality, sustainable growth driven by the consumer. In this podcast, a replay of our recent webinar, ING’s Chief Economist for Greater China Lynn Song tells Senior Editor Rebecca Byrne why he thinks this will be a diffi…

1
May FOMC Preview and still worried about macro divergences: The MUFG Global Markets Podcat 13:13

5d ago13:13

13:13

This week George Goncalves, MUFG Head of U.S. Macro Strategy, walks through what to expect at the May FOMC meeting. We believe that QT will be tapered while the Fed will start to acknowledge that real rates are too restrictive. Our base case is that Chair Powell will say tightening is working, but they are being mindful of the long and variable lag…

1
Beqvez for Hemophilia B, Anktiva for Bladder Cancer, Pivya for UTI, Tovorafenib for Pediatric Low-Grade Glioma, Entyvio Maintenance for Crohn’s Disease, Alecensa for NSCLC, SPG601 for Fragile X Syndrome ... 11:35

7d ago11:35

11:35

VIsit Nascentmc.com for medical writing assistance. Visit learnamastyle.com for freebies on medical writing and editing and ChatGPT. - Fasenra Pediatric Asthma Expansion: No details provided for this update. - Beqvez for Hemophilia B: FDA approved gene therapy, Beqvez, for adults with moderate to severe hemophilia B, which enables the production of…

1
That Fed rate hike noise, China trip notes and EM FX challenges 31:08

7d ago31:08

31:08

In the latest episode of The Weekly Briefing, Group Chief Economist Neil Shearing previews the coming week’s Fed meeting, tackles market talk that the next move on the US policy rate could be up, addresses an intriguing report about Fed independence and decries the absence of a grown-up conversation around fiscal commitments. Julian Evans-Pritchard…

1
Mailbag: incl. The risks and opportunities of margin lending. April 28, 2024 1:14:21

13d ago1:14:21

1:14:21

– Do ETFs smoothe out volatility? – Should I bite my tongue and just buy a property? – Should I use margin lending? What should I expect? – Stage 3 is bad… but less bad than the alternative! – Get your gender language straight, Scott! See omnystudio.com/listener for privacy information.By LiSTNR

1
BoJ policy outlook and why the MoF has not yet intervened 21:04

10d ago21:04

21:04

After today’s BoJ policy meeting and the heavy yen selling, Derek Halpenny, Head of Research Global Markets EMEA & International Securities, talks to Chris Jakubowski, Director – Institutional FX Sales, about the BoJ policy outlook ahead following the meeting and the fallout in the FX market with the yen hitting new lows. Why has the MoF not yet in…

1
When will we pay the bills? April 26, 2024 1:14:19

10d ago1:14:19

1:14:19

– The risk of a stimulatory budget – Unpacking the cost of deficits – Investing well in a time of inflation – Is ROE really a good measure of profitability – The hidden wrinkle of ESG investing See omnystudio.com/listener for privacy information.By LiSTNR

1
What are the key skills of the strategic treasurer w/ Pieter de Kiewit 28:40

14d ago28:40

28:40

Send us a Text Message. 🎙Season 8 of #CurrencyCast is live! To kick off the new season, we have invited Pieter de Kiewit, treasury headhunter, to discuss the hiring trends and key skills that modern treasurers need to shift from financial experts to strategic partners. Don't miss this episode! Tune in to explore: Why communication skills are becomi…

1
Overcooked inflation fears, the end of the excess savings debate and a global markets briefing 29:10

17d ago29:10

29:10

In this latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing assesses just how much the global inflation picture has really changed in the wake of that US March CPI print. He talks to David Wilder about which central banks are likely to cut when, previews a busy week of economic data and explains why a s…

1
Mailbag: incl. Will Bitcoin impact FX rates? April 21, 2024 1:04:17

15d ago1:04:17

1:04:17

– Is there an opportunity if risk doesn’t equal return? – How do I identify risk, and buy anyway? – How much cash should I hold? – AI: buy the tech? Or the customers? – Will Bitcoin end up impacting exchange rates? – The price has doubled. Should the company keep buying back shares? See omnystudio.com/listener for privacy information.…

1
What are the implications for the FX market from rising geopolitical tensions? 5:42

17d ago5:42

5:42

Heightened geopolitical risks in the Middle East have been an important driver of the FX market over the past week. Lee Hardman, Senior Currency Analyst talks to Michael Owen, Head of Global Client Desk EMEA, about how geopolitical risks are impacting MUFG’s outlook for the FX market and how the BoJ’s upcoming policy meeting could impact JPY perfor…

1
Considering (or have) an SMSF? Listen to this. April 19, 2024 1:10:55

17d ago1:10:55

1:10:55

– To SMSF or not SMSF? – Who should have life insurance? – An ASX 'Dividend Aristocrat' in waiting See omnystudio.com/listener for privacy information.By LiSTNR

1
Gauging the geopolitical risk premium from heightened animosities in the Middle East 6:19

18d ago6:19

6:19

It has been a tense week in the Middle East following the attack on Israel by Iran in the early hours of 14 April. Ehsan Khoman, Head of Research – Commodities, ESG and Emerging Markets (EMEA), contextualises the current level of geopolitical risk premium that is currently priced into global markets, and how this could evolve with the various scena…

1
How to spend it 21:38

18d ago21:38

21:38

Spending your capital right can boost the value of your business. Companies can invest or pay out capital to shareholders. They can invest in capex, R&D or acquisitions. They can pay dividends or make share buybacks. In this Nordea On Your Mind podcast, Johan Trocmé, Viktor Sonebäck and Jonas Ankjaer talk about how companies globally have used thei…

1
8: Evolving the Treasury Tech Mindset: Leaving Legacy Systems Behind 33:18

20d ago33:18

33:18

Technology modernization in treasury should not just be seen as a response to regulatory changes. It should be embraced as a strategic imperative, leveraging data to enhance operational efficiencies, mitigate risks, and unlock avenues for growth. In this latest episode of Liquidity Talks we talk with LPA’s Director, Peter Woeste Christensen, about …

1
Fasenra Pediatric Asthma Expansion, Xcopri New Delivery Methods, New MRD Endpoint for Myeloma, Mpox PCR Test Home Collection Kit, Dovato for Adolescents With HIV 8:19

21d ago8:19

8:19

Visit nascentmc.com/podcast for full show notes. - The FDA has expanded the approval of benralizumab (Fasenra) to include children aged 6 to 11 with severe eosinophilic asthma, building on its previous approval for patients aged 12 and older. Benralizumab is a monoclonal antibody that targets and reduces eosinophilic inflammation, crucial in the se…

1
Janet Yellen's Beijing trip and the Chinese overcapacity threat 19:30

24d ago19:30

19:30

Janet Yellen lent official voice to resurgent global worries about the threat of Chinese overcapacity when she pointedly criticised Beijing’s overinvestment and underpowered consumption during her trip there earlier this month. But are the US Treasury Secretary’s criticisms justified? Will China’s leaders push through the necessary reforms to bring…

1
Mailbag: incl. Do you eat your own cooking? April 14, 2024 1:30:56

22d ago1:30:56

1:30:56

– How do you define core, growth and speculative? – Is intrinsic value possible to calculate? And is it worthwhile? – Should I mirror my personal portfolio inside Super? – How should I help my kids invest? – Hey Scott… here’s what YIMBY is about – Why not borrow against the house? See omnystudio.com/listener for privacy information.…

1
FX lull ends signalling USD gains ahead 12:13

29d ago12:13

12:13

This week saw the FX markets come back to life after a long period of lull with a sharp appreciation of the US dollar. Derek Halpenny, Head of Research, Global Markets EMEA & International Securities talks to Simon Mayes, Head of UK, Ireland and Switzerland Corporate Sales about the implications for the US dollar outlook following the US inflation …

1
Do our banks make enough money? April 12, 2024 1:25:31

24d ago1:25:31

1:25:31

– US inflation jumps – CBA’s $1.7b 'free kick' – Maybe banks should make more money? – Protectionism: The new competition… See omnystudio.com/listener for privacy information.By LiSTNR

1
Trailer | Stephen Desborough - Creating a calmer state of mind for optimal trading performance 1:32

28d ago1:32

1:32

A lot has been said about mindset when it comes to trading. Which rather suggests it’s easier said than done. We all know revenge trading is bad, patience is good. Panic is bad, composure is good. And so on. But how do we achieve and maintain a calm state of mind, so we trade at our best? On this episode I talk to a former trader, who for the last …

1
Stephen Desborough - Creating a calmer state of mind for optimal trading performance 49:11

28d ago49:11

49:11

A lot has been said about mindset when it comes to trading. Which rather suggests it’s easier said than done. We all know revenge trading is bad, patience is good. Panic is bad, composure is good. And so on. But how do we achieve and maintain a calm state of mind, so we trade at our best? On this episode I talk to a former trader, who for the last …

1
Cilta-cel for Myeloma, Enhertu for HER2-positive Solid Tumors, Fanapt for Bipolar, Zevtera for Multiple Bacterial Infections, TriClip for Tricuspid Regurgitation, Revumenib for Acute Leukemia 8:40

28d ago8:40

8:40

· Nascentmc.com for medical writing assistance for your company.Visit nascentmc.com/podcast for full show notes Cilta-cel for Myeloma: The FDA approved ciltacabtagene autoleucel (Carvykti; cilta-cel) for adults with relapsed or refractory multiple myeloma who have tried at least one prior therapy including a proteasome inhibitor and an immunomodula…

1
Emerging markets special: An EM risk early warning system and EMs and the green transition 20:11

1M ago20:11

20:11

The EM team has taken over the podcast this week to highlight two of the biggest issues in emerging market investing. William Jackson talks to Shilan Shah about how emerging market economies will fare as fossil fuels are phased out in favour of green technologies. From oil producers in the Gulf and Africa to geopolitics and supply chains, William a…

51
Mailbag: incl. Is Super the biggest fraud being perpetrated today? April 7, 2024 1:08:27

1M ago1:08:27

1:08:27

– Why don’t more people know or care about shares? – The value of discipline and living within your means – What does it mean when shares are suspended? – Is Super the biggest fraud being perpetrated today? – Is ‘high risk’ the right strategy? – Are ‘Magnificent Seven’ investors timing the market? See omnystudio.com/listener for privacy information…

1
Is the USD poised for a bullish break out? 7:36

1M ago7:36

7:36

Lee Hardman, Senior Currency Analyst, and Abdul-Ahad Lockhart, Currency Analyst, discuss the recent performance of the USD which has benefitted from the paring back of Fed rate cut expectations. Will the release of the latest US inflation data for March encourage the Fed to delay rate cuts until 2H of this year?…

1
When will we pay the bills? April 5, 2024 1:14:49

1M ago1:14:49

1:14:49

– A wrap on our first MFM Live – Stocks AND Gold rise – Beware inequality – When will we pay the bills? – The Opposition gets in on the Supermarket bashing See omnystudio.com/listener for privacy information.By LiSTNR

1
Latest Fed thoughts and themes from the latest monthly: The MUFG Global Markets Podcast 16:22

1M ago16:22

16:22

This week George Goncalves, MUFG Head of U.S. Macro Strategy, walks through the ever evolving reaction function from the Fed, where George isn’t terribly concerned about the recent Fed hawkish comments. George feels that this has been standard operating procedure, where the Fed tries to calibrate their message after a FOMC meeting. What we learned …

1
Winrevair for PAH, Vafseo for CKD, Ultomiris for NMOSD, Evolut FX+ for TAVR, Vemlidy for Pediatric HBV, Pemgarda for COVID 9:50

1M ago9:50

9:50

Visit nascentmc.com/podcast for full show notes Winrevair for PAH: Sotatercept-csrk (Winrevair) is FDA-approved for treating adults with pulmonary arterial hypertension (PAH), enhancing exercise capacity, improving WHO functional class, and reducing clinical worsening events. It's the first FDA-approved activin signaling inhibitor for PAH, addressi…

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