Deposit flight, banking and deflation; How broken are wind and solar?; and The “melt up”
This Week Ahead episode is joined by Hugh Hendry, Albert Marko, and Tracy Shuchart. They discuss various topics such as deposit flight, potential credit events, the impact of Fed policy on China, and real estate valuation. They provide valuable insights into the stability of the banking system, global credit events, economic challenges, and potential future developments. This discussion offers a comprehensive understanding of current economic trends and the uncertainties that lie ahead.
BBC: US Fed holds interest rates at 22-year high
Tony Nash joins the BBC Business Matters podcast discusses his thoughts on interest rates and inflation, the need for AI regulation, the challenges facing the US offshore wind industry, and the importance of productivity. He also addresses the generational differences in work ethic and the concerns surrounding the regulation of cryptocurrency companies.
Housing: Time to pay attention; Fed & Bond Vigilantes; and Soft commodities gone wild
This Week Ahead discusses three key topics: Housing: Time to pay attention, Fed & Bond Vigilantes and Soft commodities gone wild.
Talk TV: The Impact of AI on Jobs and Society
Rosanna Lockwood of Talk TV discusses the risks and benefits of artificial intelligence (AI) with Tony Nash. They touch upon the potential job losses due to AI automation and the need for individuals to learn new skills. Nash emphasizes that AI can take over mundane tasks, allowing professionals to focus on more interesting and problem-solving aspects of their work. They also discuss concerns about data privacy and the potential for AI tools to profile individuals more precisely.
BFM 89.9 Market Watch: AI Premium Overdone
In this podcast Tony Nash shares his insights on the impact of geopolitical crisis in the Middle East on the oil and gas industry, consolidation trends in the industry, and the nervousness surrounding AI and tech valuations. They also touch on US business activity, earnings reports, and the weakening of the Yen. The hosts mention Meta’s positive earnings report and their legal troubles related to addictive qualities of social media platforms.
BBC: Getting aid into Gaza
Tony Nash joins the BBC Business Matters podcast discuss various topics ranging from Joe Biden’s visit to the release of American hostages to the impact of trade regulations on chip companies. He also shares insights on the potential development of a railway plan in Mexico, nearshoring during the pandemic, and the concerns surrounding China’s Belt and Road initiative.
Supply Chain Risk: Middle East Conflict; Geopolitical Dovishness; and Risk Or Recession Back On?
This Week Ahead discusses three key topics: Supply Chain Risk: Middle East Conflict, Geopolitical Dovishness and Risk or Recession Back On?
BFM 89.9 Market Watch: US Earnings Season Should Be OK
In BFM 89.9 podcast, Tony Nash shares insights on the impact of global events on oil prices, the performance of defense companies, and the expectations for big banks in the upcoming earnings season. He also discusses the potential influence of CPI and PPI figures on the Federal Reserve’s decision-making.
BBC: Gaza’s only power station shuts down
Tony Nash joins the BBC Business Matters podcast to discuss cryptocurrencies, money laundering, political developments in the US, air quality, oil prices, and print journalism. The conversation provides insights and analysis on these subjects, offering a diverse perspective on current events.
Peter Lewis’ Money Talk: US Politics, Government Debt, Economic Uncertainty, Real Estate, Interest Rates, and Market Outlook
Tony Nash joined Peter Lewis’ Money Talk and discussed US Politics, Government Debt, Economic Uncertainty, Real Estate, Interest Rates, and Market Outlook