BCA Quick Takes podcast

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Exile

1
Episode 10: From Refugee to Radical 44:09

منذ 2 years44:09

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إعجاب

احب

44:09

When a young Eva Kollisch arrives as a refugee in New York in 1940, she finds a community among socialists who share her values and idealism. She soon discovers ‘the cause’ isn’t as idyllic as it seems. Little does she know this is the beginning of a lifelong commitment to activism and her determination to create radical change in ways that include belonging, love and one's full self. In addition to Eva Kollisch’s memoirs Girl in Movement (2000) and The Ground Under My Feet (2014), LBI’s collections include an oral history interview with Eva conducted in 2014 and the papers of Eva’s mother, poet Margarete Kolllisch, which document Eva’s childhood experience on the Kindertransport. Learn more at www.lbi.org/kollisch . Exile is a production of the Leo Baeck Institute , New York | Berlin and Antica Productions . It’s narrated by Mandy Patinkin. Executive Producers include Katrina Onstad, Stuart Coxe, and Bernie Blum. Senior Producer is Debbie Pacheco. Associate Producers are Hailey Choi and Emily Morantz. Research and translation by Isabella Kempf. Sound design and audio mix by Philip Wilson, with help from Cameron McIver. Theme music by Oliver Wickham. Voice acting by Natalia Bushnik. Special thanks to the Kollisch family for the use of Eva’s two memoirs, “Girl in Movement” and “The Ground Under My Feet”, the Sophia Smith Collection at Smith College and their “Voices of Feminism Oral History Project”, and Soundtrack New York.…

BCA Quick Takes Podcast

منزل السلاسل•Feed

A podcast from BCA Research -- informing investors with straightforward, actionable analysis of macro and market events.

50 حلقات

#Trading #Business #BCA Research

BCA Quick Takes Podcast

updated منذ عام واحد

منزل السلاسل•Feed

A podcast from BCA Research -- informing investors with straightforward, actionable analysis of macro and market events.

50 حلقات

#Trading #Business #BCA Research

كل الحلقات

BCA Quick Takes Podcast

1
Gridlock In Taiwan: Implications On US-China Relations 9:02

منذ 1 year9:02

9:02

Host Roukaya Ibrahim talks to BCA Research’s Chief Geopolitical Strategist Matt Gertken about the outlook for cross-strait tensions and US-China relations following the recent election in Taiwan.

BCA Quick Takes Podcast

1
On The Dollar’s Tactical And Cyclical Drivers 9:18

منذ 1 year9:18

9:18

Host Roukaya Ibrahim talks to BCA Research’s Chief Foreign Exchange Strategist Chester Ntonifor about the outlook for the US dollar. What are the forces that have recently been driving the dollar lower? Will expensive valuations dampen the dollar's ability to strengthen in the event of a recession? And what are the conditions that are needed for carry trades to perform well going forward?…

BCA Quick Takes Podcast

1
Timing The Fed Pivot To Rate Cuts 9:32

منذ 1 year9:32

9:32

Host Roukaya Ibrahim talks to BCA Research’s Chief US Bond Strategist Ryan Swift about the outlook for the Treasury market. What is the labor market data signaling about the near-term outlook for bond yields? Are the 2024 rate cut expectations priced into bond markets reasonable? And what is the role of the supply of Treasury securities versus the role of macroeconomic conditions as a driver of bond yields?…

BCA Quick Takes Podcast

1
Is India The New China? 10:22

منذ 1 year10:22

10:22

Host Roukaya Ibrahim talks to BCA Research’s Emerging Markets Strategist Rajeeb Pramanik about the Indian economy's role in the global economy. How has India performed in terms of its contribution to overall global GDP growth and its contribution to the rest of the world's GDP growth? Based on these results, can India replace China as a driver of global growth?…

BCA Quick Takes Podcast

1
Better Days Ahead For The Eurozone Economy? 13:17

منذ 1 year13:17

13:17

Host Roukaya Ibrahim talks to BCA Research’s Chief European Investment Strategist Mathieu Savary about the outlook for the Eurozone economy and risk assets. What is the data signaling about growth conditions and the prospect of a stabilization? What are the implications for ECB policy? And is there scope for the euro to strengthen over the near term?…

BCA Quick Takes Podcast

1
Geopolitical Risks And The Oil Market 11:57

منذ 1 year11:57

11:57

Host Roukaya Ibrahim talks to BCA Research’s Chief Commodity & Energy Strategist Bob Ryan about the outlook for oil markets amid elevated geopolitical risks. How is Bob accounting for the potential impact of these risks? At what price level does demand destruction become a concern? And can prices rise in a scenario in which the economy is in recession?…

BCA Quick Takes Podcast

1
Market Implications Of The Middle East Crisis 16:07

منذ 1 year16:07

16:07

Host Roukaya Ibrahim talks to BCA Research’s Chief Geopolitical Strategist Matt Gertken about the implications of the crisis in the Middle East on financial markets. Will the conflict broaden? What will be the impact on Saudi-Israeli negotiations to form a security pact? And what are the implications for oil markets and the US elections?…

BCA Quick Takes Podcast

1
On The Everything Selloff 9:52

منذ 1 year9:52

9:52

Host Roukaya Ibrahim talks to BCA Research’s Chief Global Asset Allocation Strategist Garry Evans about the outlook for global financial markets. What will it take for the correlation between stock prices and bond yields to flip back to positive? Which equity sectors are worth overweighting within global equity portfolios? And which global financial assets are currently attractive upside hedges in case the global economy remains more resilient than anticipated?…

BCA Quick Takes Podcast

1
The Drivers Of EM Equities 7:52

منذ 1 year7:52

7:52

Host Roukaya Ibrahim talks to BCA Research’s Chief Emerging Markets Strategist Arthur Budaghyan about EM equity dynamics. What are the key drivers of the EM equity index? Do the relatively cheaper valuations make a compelling case for EM stocks? And will the pivot to interest rate cuts boost economic conditions in EM economies?…

BCA Quick Takes Podcast

1
Takeaways From Global Central Bank Meeting 8:27

منذ 1 year8:27

8:27

Host Roukaya Ibrahim talks to BCA Research’s Chief Global Fixed Income strategist Rob Robis about the outcome of recent DM central bank meetings and the outlook for global monetary policy. What are the key takeaways from the big three central banks? Will government bond yields climb higher? And which central banks will lead the pivot to easing monetary policy?…

BCA Quick Takes Podcast

1
Is The Disinflation Trend Intact? Implications For Fed Policy 11:06

منذ 1 year11:06

11:06

Host Roukaya Ibrahim talks to BCA Research’s Chief US Bond strategist Ryan Swift about inflation dynamics and monetary policy following the August US CPI release. Is the disinflation trend intact? What inflation indicators should investors watch most closely? Are energy prices a risk to disinflation? And how will these dynamics play into Fed policy going forward?…

BCA Quick Takes Podcast

1
Further Upside For The S&P 500? (Part 2) 11:39

منذ 1 year11:39

11:39

Host Roukaya Ibrahim talks to BCA Research’s Chief US Investment strategist Doug Peta about the state of the US economy and implications for US stocks. What is the signal from the latest round of US economic data? Why is a neutral equity allocation now appropriate? And what will it take to change the equity allocation to either underweight or overweight?…

BCA Quick Takes Podcast

1
Investment Implications Of The US Election Cycle 11:43

منذ 2 years11:43

11:43

Host Roukaya Ibrahim talks to BCA Research’s Chief US Political Strategist Matt Gertken about the implications of the US election cycle on financial markets. What is the geopolitical method and how does it apply to US elections? Are primary elections relevant to investors? And how do stocks perform in election years?…

BCA Quick Takes Podcast

1
Will The AI Rally Continue? 10:33

منذ 2 years10:33

10:33

Host Roukaya Ibrahim talks to BCA Research’s Chief US Equity Strategist Irene Tunkel about the implications of the AI boom on US equities. Is there scope for semi-stocks to rally further? Will growth stocks outperform value stocks? And will Nvidia’s results catalyze another upleg for the S&P 500?…

BCA Quick Takes Podcast

1
Understanding The Moving Parts Of Oil Markets 12:37

منذ 2 years12:37

12:37

Host Roukaya Ibrahim talks to BCA Research’s Chief Commodity & Energy Strategist about global oil supply and demand fundamentals. Are Russian supply risks adequately priced into oil markets? Would Saudi Arabia raise output in the event of a Russian oil supply shock? And what is the outlook for EM oil demand growth?…

مرحبًا بك في مشغل أف ام!

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