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We're trying something different this week: a full post-show breakdown of every episode in the latest season of Black Mirror! Ari Romero is joined by Tudum's Black Mirror expert, Keisha Hatchett, to give you all the nuance, the insider commentary, and the details you might have missed in this incredible new season. Plus commentary from creator & showrunner Charlie Brooker! SPOILER ALERT: We're talking about the new season in detail and revealing key plot points. If you haven't watched yet, and you don't want to know what happens, turn back now! You can watch all seven seasons of Black Mirror now in your personalized virtual theater . Follow Netflix Podcasts and read more about Black Mirror on Tudum.com .…
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Content provided by MSCI Inc. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MSCI Inc or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
From equities and fixed income to commercial real estate, ESG and climate change, join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.
…
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130 episodes
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Manage series 3362671
Content provided by MSCI Inc. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MSCI Inc or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
From equities and fixed income to commercial real estate, ESG and climate change, join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.
…
continue reading
130 episodes
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1 Investment Trends in Focus: Quarterly Roundtable Q2 2025 38:29
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As the year started, the overriding theme was the dominance of the U.S. in the world's financial markets. However, there were already some uncertainties on the horizon. Three months later we have seen quite astounding action on both the policy front and in financial markets. MSCI's roundtable of experts provide their unique perspective on it all.…

1 From Dot-com to Dot-AI: Is History Repeating? 16:56
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25 years on from the peak of the dot-com bubble, we discuss parallels between today's AI-driven market boom and the dot-com era with MSCI's Donald Sze, exploring market sentiment, lessons from history and implications for investors navigating current dynamics.

1 Tariff-ied Markets: What Investors Need to Know 28:42
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Trade tensions are rising - what does this mean for investors? MSCI's Abhishek Gupta and Thomas Verbraken discuss the latest tariff developments, their potential impact on inflation and interest rates and how they could reshape market dynamics in 2025 and beyond.

1 Location, Location... Allocation: Real Estate's Shifting Landscape 37:12
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Real estate is resetting - but not everywhere and not all at once. Tom Leahy and Ben Chow, the EMEA and APAC heads of real-estate research at MSCI, unpack 2025's key trends, from interest rates to AI-driven demand, and discuss why strategy, timing and resilience could be important drivers going forward.…

1 Sweet 16: Have Bitcoin and Other Digital Assets Come of Age? 32:47
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The first Bitcoin was mined on Jan. 3, 2009. Since then, much of the story has been about volatility, speculation and retail investors. But our guests - including MSCI's Padmakar Kulkarni, Barbara Schlyter of DWS Group and Menai's CIO, Shubin Jha - help us dig deeper into the world of digital-assets investing and examine why institutional investors have started to pay closer attention.…

1 Investment Trends in Focus: Quarterly Roundtable Q1 2025 50:36
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The dominance of the U.S. showed no signs of waning as the year began. But what will investors be watching as they seek to steady an unbalanced world? Our quarterly panel breaks down the potential effects for global equities, fixed income and private investments, as well as one area where it's Asia that dominates - energy consumption.…

1 How Are You Fixed for Fixed Income for 2025? 40:06
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With fixed-income investors still recovering from a year that arguably saw nearly every cycle of the market, we look ahead to 2025 across sectors, including sustainability-linked bonds, securitized products and the ongoing effects of inflation and moves by central banks.
When it comes to managing portfolios, the role of risk, and risk managers continues to evolve. We hear from two industry leaders, recently returned from the MSCI Analytics Summit, on the future of identifying, measuring and managing risk.
We're joined by MSCI's Chief Research Officer, Ashley Lester and Chief Client Officer, Axel Kilian, who recently attended the 19th annual Institutional Investor Forum, hosted by MSCI. We discuss the benefits and considerations of a total portfolio approach, as well as the myriad of challenges facing asset owners and investors around the world.…

1 Investment Trends in Focus: Quarterly Roundtable Q4 2024 39:50
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From the effects of China's stimulus to the power of sustainability on portfolio performance and companies cost of capital, our panel dissects the latest market drivers and where investors may be focused for the rest of 2024.

1 Real Estate Debt, Distress and, Dare We Say, Hope? 24:19
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Rate hikes from central banks around the world may offer a glimmer of hope to commercial real estate (CRE) investors, but will it be the panacea they're looking for? We discuss the state of the CRE debt market and the potential path for portfolios.
One of the key aspects of controlling or limiting climate change is the energy transition. That is, the global energy sector's shift from fossil-based systems of energy production and consumption - including oil, natural gas and coal - to renewable energy sources like wind and solar, as well as lithium-ion batteries. To discuss where things stand in the transition, we spoke to MSCI ESG Research's Chris Cote and Yu Ishihara, author of the recently published paper "Auto Industry: Emissions vs. Economics," along with Tyler Rosenlicht, Head of Natural Resource Equities at Cohen Steers.…
As investors look to manage the outsized effect of the "Magnificent Seven" and the tech sector in general, we explore sector-based investing, which offers a strategic approach for investors looking to gain exposure to distinctive segments of the economy. MSCI's own Abhishek Gupta and Dinank Chitkara dig deep into their recent paper, "Incorporating Sector Investing in Portfolio Management," and Vanguard's, Andrey Kotlyarenko, provides a view into how investors put this all into practice.…
With stubborn inflation, a plunging Japanese yen and unpredictable elections around the globe, 2024 has proven challenging for fixed-income investors — and for central banks. We sat down with MSCI’s global head of fixed-income solutions research, Afsaneh Mastouri, to talk about the state of fixed-income markets, and what the rest of the year may hold.…

1 Investment Trends in Focus: Quarterly Roundtable Q3 2024 46:50
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Our panel of experts, led by chief research officer, Ashley Lester, takes stock of global markets as we enter the back half of 2024. Ashley and team examine the short- and long-term issues affecting investors, including the ever changing geopolitical landscape, the continued impact of AI and the role of private markets in the carbon transition.…
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