Market Maker

In this conversation, Anthony Cheung and Piers Curran discuss the implications of Donald Trump's return to power on the financial markets, particularly focusing on the US dollar's role as a global reserve currency. They explore how Trump's policies may impact inflation, interest rates, and the economic landscape for emerging markets. The discussion delves into the complexities of the 'doom loop' phenomenon, where rising dollar values can lead to inflationary pressures in other countries, especially those with significant dollar-denominated debt. The conversation concludes with insights on how Trump might leverage these economic dynamics in global politics.(01:52) The Return of Trump and Market Reactions(03:22) The Impact of Trump's Policies on the Dollar(11:14) The Doom Loop: Trade and Financial Implications(20:28) Emerging Markets and Dollar Denominated Debt(31:05) Strategic Leverage in Global Politics Hosted on Acast. See acast.com/privacy for more information.

In this episode, we dive into the financial market's reaction to Trump's return, focusing on how it impacts bank stocks and the deal-making landscape. We also explore the rise of AI players like CoreWeave, their deep ties with Nvidia, and the risks surrounding Neocloud funding models. Plus, we unpack the controversial role of Palantir’s data solutions in shaping the future of tech and government contracts.(01:48) The Impact of Trump's Election on Markets(02:58) Deal-Making Environment Post-Election(06:42) Energy Sector Dynamics Under Trump(10:10) CoreWeave: The AI Neocloud Pioneer(16:56) Nvidia's Role in the AI Revolution(19:33) The Rise of Neocloud Companies(20:30) Funding Models and Risks in AI Startups(24:54) Why Timing is Important(26:44) Palantir: Controversial Data Management Solutions Hosted on Acast. See acast.com/privacy for more information.

Chloe Shepherd shares her inspiring journey from a working-class background in a small seaside town in northern England to becoming a VP Credit Repo Trader at Citi in London.She reflects on the influence of her family, especially her mother’s focus on education, and her experiences throughout school and university.Chloe highlights the importance of transferable skills from early jobs and the impact of organisations like Upreach in promoting social mobility in finance.She also discusses the challenges of being a woman in a male-dominated field and the value of regional representation in the industry.Tune in for practical advice on overcoming imposter syndrome, building resilience, and leveraging mentorship for a successful finance career.(02:08) Introduction to Chloe Sheppard(03:46) Chloe's Upbringing and Early Education(11:55) Influence of Family Dynamics(13:07) The Journey to University(15:21) Finding Confidence at University(20:43) Transitioning from Studies to Career(23:55) The Importance of Transferable Skills(25:11) Navigating Internships and Opportunities(28:09) Social Mobility in Finance(31:32) Regional and Gender Perspectives in Finance(34:38) Navigating Identity and Authenticity(43:57) Challenges of Being a Woman in Finance(49:16) Overcoming Imposter Syndrome(52:23) Key Traits for Success(57:10) Advice for the Next Generation Hosted on Acast. See acast.com/privacy for more information.

Republican Donald Trump has claimed victory in the 2024 presidential contest capturing the battleground states of Pennsylvania, North Carolina and Georgia and holding leads in the other four.In this breaking news episode, we look at what led to his victory, how markets have reacted, whether the outcome will influence the Fed and what Elon Musk has to gain from aligning himself with the the first president to win non-consecutive terms in more than a century. Hosted on Acast. See acast.com/privacy for more information.