Podcast from BlackRock, The Bid

The Bid

Podcast from BlackRock

The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks and megatrends to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.

Cross Asset Strategy

<ul><li>Global transition to low carbon economy discussed in the second episode of the Infrastructure miniseries</li><li>Key areas of investment include electrification, renewable power plants, electric vehicle charging stations, and clean fuels</li><li>Importance of public and private investment in infrastructure to enable energy transition and decarbonization, with a focus on long-term growth opportunities like data centers and mining infrastructure</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global transition to low carbon economy discussed in the second episode of the Infrastructure miniseriesKey areas of investment include electrification, renewable power plants, electric vehicle charging stations, and clean fuelsImportance of public and private investment in infrastructure to enable energy transition and decarbonization, with a focus on long-term growth opportunities like data centers and mining infrastructureThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Infrastructure mini-series Ep 2: The Low-Carbon Transition: A $100 Trillion Infrastructure Opport...

Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

<ul><li>The discussion focused on the importance of politics over economics for emerging markets in 2025, with a specific emphasis on fiscal trajectories.</li><li>Lessons learned include the need to expand imagination of possible scenarios, the impact of specific country situations on returns, and the caution against following consensus trades.</li><li>Market outlook for early 2025 is expected to be choppy and driven by policy announcements, with a key event being the US Inauguration Day on January 20th leading to potential market adjustments.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The discussion focused on the importance of politics over economics for emerging markets in 2025, with a specific emphasis on fiscal trajectories.Lessons learned include the need to expand imagination of possible scenarios, the impact of specific country situations on returns, and the caution against following consensus trades.Market outlook for early 2025 is expected to be choppy and driven by policy announcements, with a key event being the US Inauguration Day on January 20th leading to potential market adjustments.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM Fixed Income: 'Tis the Season for Volatility

Commodities

Crude oil is a naturally occurring, unrefined petroleum product composed of hydrocarbon deposits and other organic materials. Crude oil can be refined to produce usable products such as gasoline, diesel and various forms of petrochemicals. It is a nonrenewable resource, also known as a fossil fuel, which means that it can't be replaced naturally at the rate we consume it and is therefore a limited resource.

<ul><li>Wall Street sell-side analysts discuss feedback and questions policies regarding oil price divergence in 2025</li><li>Consensus view among analysts suggests bearish sentiment in equity energy investors compared to forecasts</li><li>Market projections indicate potential tighter global oil balances and reduced likelihood of disorderly price collapse following OPEC meeting in early December 2024.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Wall Street sell-side analysts discuss feedback and questions policies regarding oil price divergence in 2025Consensus view among analysts suggests bearish sentiment in equity energy investors compared to forecastsMarket projections indicate potential tighter global oil balances and reduced likelihood of disorderly price collapse following OPEC meeting in early December 2024.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast by Andrew Walker, a PM at Rangeley Capital, Yet Another Value Podcast

Yet Another Value Podcast

Podcast by Andrew Walker, a PM at Rangeley Capital

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer

Equity Bottom-Up

Pebblebrook Hotel Trust / Equity Bottom-Up

Pebblebrook Hotel Trust is an internally managed hotel investment company that acquires and invests in hotel properties located in large United States cities, with an emphasis on major coastal markets.  The Trust may also invest in resort properties located near urban target markets and unique destination markets.

<ul><li>Insiders are selling more than buying, especially in the technology sector</li><li>Spin-offs like Western Digital and Lionsgate Studios are of interest to insiders</li><li>Public Brook is a hotel company where insiders are buying stock and preferred shares, signaling potential value unlocking opportunities. Insiders are expected to start returning capital to shareholders, but the question remains if they will follow through.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Insiders are selling more than buying, especially in the technology sectorSpin-offs like Western Digital and Lionsgate Studios are of interest to insidersPublic Brook is a hotel company where insiders are buying stock and preferred shares, signaling potential value unlocking opportunities. Insiders are expected to start returning capital to shareholders, but the question remains if they will follow through.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB

FX & Rates

The US dollar is the official currency of the United States of America.

<ul>
<li>Federal Reserve and Bank of England both make decisions that are more dovish than expected</li>
<li>Market pricing reflects uncertainty and potential easing in the future</li>
<li>Central banks take steps to ensure smooth funding and liquidity in the markets, including adjustments to repo facilities and addressing debt ceiling issues.</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Federal Reserve and Bank of England both make decisions that are more dovish than expected
Market pricing reflects uncertainty and potential easing in the future
Central banks take steps to ensure smooth funding and liquidity in the markets, including adjustments to repo facilities and addressing debt ceiling issues.

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Rates: Hawkish cuts and dovish holds

Collection of Aggregated Podcasts on Smartkarma

Podcasts
Collection of Aggregated Podcasts on Smartkarma

Infrastructure mini-series Ep 2: The Low-Carbon Transition: A $100 Trillion Infrastructure Opport...

The global transition to a low carbon economy is driving investment opportunities in new energy infrastructure, with a focus on electrification,...

The Bid

EM Fixed Income: 'Tis the Season for Volatility

The EM Dollar Credit Market is showing divergence, with lessons learned for 2025 emphasizing the importance of politics in emerging markets over...

At Any Rate

Global Commodities: The biggest pushback

Wall Street analysts discuss feedback and question policy on oil prices, with a consensus view for 2025 ranging from $60 to $95 amidst bearish...

At Any Rate

Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB

Insiders are selling more than buying in the technology sector, but there are unique investment opportunities such as Western Digital spin off and...

Yet Another Value Podcast

Global Rates: Hawkish cuts and dovish holds

Overall, the BOE and Fed's monetary policy decisions, potential government shutdown, debt ceiling concerns, and Fed's balance sheet shifts are key...

At Any Rate