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What do you get when you throw a 32-year-fixed-income veteran into the room with a 32-year-old fixed income millennial? The Rate Debate. Darren Langer and Chris Rands are seasoned fixed income specialists with a deep passion for bond markets and an opinion on just about everything. And while they may sit facing each other at work, they don’t always see eye-to-eye. Tune-in each month to hear their take on the Reserve Bank of Australia’s interest rate decision and other macro matters that are ...
 
Insights & Ideas pushes past hype, headlines and jargon to give you a practical take on market news and trends. Each episode features a lively conversation with Schwab financial experts who unpack complex ideas and spotlight what’s relevant for you, the investor, right now. Podcasts are for informational purposes only. This channel is not monitored by Charles Schwab. Please visit schwab.com/contactus for contact options.
 
STW Radio is broadcast on AM radio weekly. It was born out of the crisis of 2008 and was the mission of its host, Bruce Weide, (President of Secure Financial Services, Inc.), to fill a massive void in most American's retirement portfolio. This safety net would have literally saved them any grief in the crash of '08-'09 and let them pick right back up on the historic gains from there.Today, most of America seems to believe that the government has made everything all better now, and investment ...
 
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show series
 
Show Notes In the eighth episode of the Savings Guru Podcast, James talks to Steven Marks, the Business Development Director at Newcastle Strategic Solutions, about NSS’s history, their plans for the future, and the impact of COVID on customer digitization. 00:00 The origins of NSS 04:52 The importance of white labelling the service 07:36 Why would…
 
If anyone questioned the power of low interest rates to drive house prices in Australia, they only need look back at 2020. Despite COVID-19, the recession, high unemployment and stagnant wages growth, house prices in Australia stood firm. Find out why Darren Langer and Chris Rands believe house prices are set to climb and why a commodity boom could…
 
Show Notes In the seventh episode of the Savings Guru Podcast, James talks to Commercial Director at Aldermore, about Aldermore’s history, the effect of COVID on the savings market, and the imminent changes to NS&I’s rates. 00:00 The origins of Aldermore 04:28 How big can Aldermore grow? 07:26 The importance of acting on customer feedback 10:13 Why…
 
If the RBA cutting rates is the entrée for markets this week, then the outcome of the US election is the main course and dessert rolled into one. Tune in to hear Darren Langer and Chris Rands dissect the big picture for global markets and find out why fixed income makes so much sense right now—even with historically low rates.…
 
Markets are increasingly anticipating a “blue wave”, but risks of a sudden, unexpected tightening in polls or a less straightforward election outcome remain. Joyce Chang, Chair of Global Research at J.P. Morgan and John Normand, Head of Cross-Asset Fundamental Research at J.P. Morgan discuss what to expect in the lead up to election day and what di…
 
Despite some industry heavyweights predicting a rate cut, the RBA kept rates on hold for October. What three reasons do Darren Langer and Chris Rands give that could explain the RBA’s decision? And could Donald Trump’s health really impact markets? Darren and Chris examine these topics and more in episode 10 of The Rate Debate.…
 
In this conversation, J.P. Morgan Research analysts Josh Younger and Henry St John discuss the upcoming Big Bang transition to SOFR discounting for cleared swaps, with a focus on key developments this week, as well as an overview of some of the mechanics involved with the transition process. This podcast was recorded on September 15, 2020. This com…
 
In this conversation, J.P. Morgan Research analysts Matt Jozoff, Alex Roever, and Jay Barry discuss the Fed’s balance sheet and securities holdings, and evaluate the case for tapering the pace of securities purchases. This podcast was recorded on September 8, 2020. This communication is provided for information purposes only. Institutional clients …
 
Show Notes In the sixth episode of the Savings Guru Podcast, James talks to Keith Barber, Director of Business Development at the Family Building Society, about Family’s lead products, the challenges of working remotely and the strategies needed when you don’t have a branch network. 00:00 The origins of the Family Building Society 03:25 Some stats …
 
In this conversation, J.P. Morgan Research analysts Josh Younger, Henry St John, Khagendra Gupta, Ladislav Jankovic, Bram Kaplan, and Pavan Talreja provide a global cross-asset perspective on volatility risk and the upcoming U.S. presidential election. This podcast was recorded on September 2, 2020. This communication is provided for information pu…
 
Over the past few weeks, the RBA has started to change its narrative, suggesting that while negative rates are extremely unlikely, they’re not off the table. They’ve also hinted that a new bond buying program could be on the cards. Is the RBA just posturing or is change afoot? Darren Langer and Chris Rands examine these topics and more in episode 9…
 
Show Notes In the fifth episode of the Savings Guru Podcast, James talks to Cem Eyi, Co-Founder of KidStart and the Beanstalk app, about the children’s savings market; cash funds versus savings accounts; and the younger generation’s approach to saving or investing. 00:30 Cem’s background and the origins of Beanstalk 01:12 Why focus on children’s sa…
 
The July jobs report, recently released by the Bureau of Labor Statistics, shows that the unemployment rate decreased to 10.2% from 11.1% in June. Here, Dan Silver and Jesse Edgerton from U.S. Economic Research discuss key takeaways, consumer spending patterns and the relationship between COVID-19 and economic activity. This podcast was recorded on…
 
In this conversation, J.P. Morgan Research analysts Jay Barry and Phoebe White discuss Treasury's August refunding announcement and the outlook for Treasury issuance going forward. This podcast was recorded on August 5, 2020. This communication is provided for information purposes only. Institutional clients can read the related report at www.jpmm.…
 
In this conversation, J.P. Morgan Research analysts Phoebe White and Dan Silver discuss the June CPI report released this week, their outlook for US inflation over the medium term, and implications for various inflation hedging strategies. This podcast was recorded on July 14, 2020. This communication is provided for information purposes only. Inst…
 
Is the RBA too concerned with front end rates that are aimed at helping the banking sector at the expense of the taxpayer who, ultimately, will be picking up the interest cost of higher bond yields? And what will happen to employment and housing once Job Keeper comes to an end or the lockdowns are extended? Darren and Chris go toe-to-toe on these t…
 
In this conversation, J.P. Morgan Research analysts Alex Roever and Jay Barry discuss the outlook for U.S. Treasury markets in the second half of 2020. This podcast was recorded on June 23, 2020. This communication is provided for information purposes only. Institutional clients can read the related report at www.jpmm.com/research/content/GPS-34072…
 
In this conversation, J.P. Morgan Research analysts Josh Younger, Mika Inkinen and Henry St John discuss cryptocurrency price action amidst recent market volatility, contrast liquidity conditions with major asset classes, and discuss various considerations for intrinsic value. This podcast was recorded on June 17, 2020. This communication is provid…
 
Leading up to the release of the U.S. jobs report for May, J.P. Morgan economists expected another month with substantial job losses and a jump in the unemployment rate. However, the May data looked more favorable than expectations. In this conversation, Jesse Edgerton and Dan Silver from J.P. Morgan U.S. Economic Research discuss the results, key …
 
Show Notes In the fourth episode of the Savings Guru Podcast, James talks to Colin Field, CEO of Saffron Building Society, about the impacts of Covid-19 on the mutual sector, the importance of children’s savings accounts, and why Saffron are launching an enviro-saver option. 00:30 The history of the Saffron Building Society 01:12 How important is t…
 
In this conversation, J.P. Morgan Research analysts Alex Roever, Jay Barry, Josh Younger and Henry St John discuss the outlook for more deeply negative swap spreads off the back of last week’s TBAC refunding announcement, and the move last week by the Fed funds futures market towards pricing negative rates. This podcast was recorded on May 12, 2020…
 
Mike Feroli and Dan Silver from J.P. Morgan U.S. Economic Research highlight the key takeaways from the U.S. jobs report, released on May 8, 2020, and share perspectives on what the results mean for the future. This podcast was recorded on May 8, 2020. This communication is provided for information purposes only. Please read J.P. Morgan research re…
 
In this conversation, J.P. Morgan Research analysts Mike Feroli, Jay Barry, and Phoebe White discuss takeaways from the April FOMC meeting and compare the Fed's actions during the COVID-19 crisis with steps taken in WWII. This podcast was recorded on May 4, 2020. This communication is provided for information purposes only. Institutional clients ca…
 
In this conversation, part of a series focused on U.S. fixed income markets, J.P. Morgan Research analysts Josh Younger and Henry St John discuss the Fed’s recent temporary supervisory changes to SLR, the reason for it, and its implications for derivatives markets. This podcast was recorded on April 6, 2020. This communication is provided for infor…
 
In this conversation, part of a series focused on U.S. fixed income markets, J.P. Morgan Research analysts Mike Feroli, Alex Roever, Jay Barry, Josh Younger and Phoebe White discuss the rapid and aggressive responses we’ve seen from the Fed in an attempt to limit the economic fallout from the COVID-19 pandemic and ensure that markets continue to fu…
 
As COVID-19 continues to spread, the global impact to the economy also continues to evolve at an unprecedented speed. J.P. Morgan Research examines what lies ahead for the markets as we head into a global recession, the series of policy responses around the globe and which sectors will be hit the hardest. This podcast was recorded on March 19, 2020…
 
In this conversation, part of a series focused on U.S. fixed income markets, J.P. Morgan Research analysts Jay Barry, Josh Younger, Brian Ye, and Henry St John discuss their thoughts on recent market and other near-term considerations. This podcast was recorded on March 11, 2020. This communication is provided for information purposes only. Institu…
 
In this conversation, Bruce Kasman, Malcolm Barr, Greg Fuzesi, and Allan Monks discuss Western European growth and this week’s policy response to the COVID-19 crisis. This podcast was recorded on March 12, 2020. This communication is provided for information purposes only. Institutional clients can read related reports at www.jpmm.com/#research.eco…
 
In this conversation, part of a series focused on U.S. fixed income markets, J.P. Morgan Research analysts Matt Jozoff, Alex Roever, Eric Beinstein, Brian Ye, Jay Barry, and Phoebe White discuss the market volatility observed over recent days in response to the spread of COVID-19 outside of China. Podcast “U.S. Fixed Income: Feeding the Convexity B…
 
On 3 March 2020, the RBA cut rates by 25 basis points to 0.50% in response to the coronavirus. But have they cut too early? And what happens if markets are hit with another unexpected event? With so little fuel left in the tank, how will the RBA respond? Darren and Chris explore these issues and discuss the hazards of credit in times like this. Rel…
 
In this conversation, part of a series focused on U.S. fixed income markets, J.P. Morgan Research analysts Matt Jozoff, Josh Younger, and Munier Salem discuss bank convexity hedging and the recent moves in interest rate markets. This podcast was recorded on March 2, 2020. This communication is provided for information purposes only. Institutional f…
 
Show Notes In the third episode of the Savings Guru Podcast, James talks to Marklew Rice, Head of Product Management at Al Rayan Bank about Sharia banking, interest rates vs expected profit rates, and attracting non-Muslim customers. 00:40 How Al Rayan Bank got started in the UK. 02:00 The difference between interest and expected profit rates. 05:3…
 
In this conversation, part of a series focused on U.S. fixed income markets, J.P. Morgan Research analysts Alex Roever, Josh Younger, and Phoebe White discuss the implications of the impending decline in the stock of Treasury bills and the policy proposals recently discussed by Fed Governor Randal Quarles for the U.S. funding markets. This podcast …
 
Show Notes In the second episode of the Savings Guru Podcast, James talks to Avinash Rajan, founder and CEO of Offspring about why Offspring is needed, how it works, and the challenges of setting it up. 00:15 An introduction to Offspring 01:42 Why has nobody done this before? 05:35 How has the banking community reacted to Offspring? 08:00 A few sta…
 
Amidst the outbreak of the coronavirus, ongoing bushfires and global trade deals, Darren Langer and Chris Rands introduce their new podcast The Rate Debate to question the RBA’s latest rate decision and discuss news that’s making headlines. Email Darren and Chris with questions you want answered in future episodes to: theratedebate@nikkoam.com…
 
Show Notes In the first episode of the brand new Savings Guru Podcast, James talks to Kevin Mountford, co-founder and CEO of Raisin UK about how the company got started, how they balance working with banks and consumers, and what changes Kevin predicts for the market. 00:14 The origins of Raisin UK 02:09 Why Raisin came to the UK 06:06 How do Raisi…
 
In this conversation, the first in a series focused on U.S. fixed income markets, J.P. Morgan Research analysts discuss recent developments regarding the Fed’s balance sheet, the tools the Fed has been using to inject liquidity into the system, and the implications for US funding markets. This podcast was recorded on January 21, 2020. This communic…
 
Healthcare remains a key issue for voters ahead of the 2020 elections, with drug pricing reform, patient affordability and the changing role of the consumer as major themes for both the U.S. pharmaceutical industry and the 2020 presidential candidates. J.P. Morgan Research explores the outlook for the industry in 2020 ahead of the election and beyo…
 
Food is our most essential commodity and a huge growth market. Lifestyles and diets are changing prompting manufacturers from Kellogg to Kraft-Heinz to experiment with new cultivation techniques and ingredients. At the same time, consumers want it all: Taste, convenience, low cost and, increasingly, the knowledge that their food is sustainable. The…
 
Gone are the simple days of cleanse, tone and moisturize. The world’s largest beauty companies including Estée Lauder, L'Oréal, and Procter & Gamble are all embracing the latest emerging technologies, from artificial intelligence to augmented reality, to give customers a more personalized, tailor-made approach to beauty. In this report, J.P. Morgan…
 
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