BM Talks
BM Talks
BlondeMoney
Sensible Market Commentary
BM Talks: Rob Ford, Professor of Politics, Speaks
Rob Ford, Professor of Politics at Manchester University and co-author of Brexitland, talks to us about:- What will happen in the 3 by-elections- What this means for the UK General Election- The new division between voters- Why Nigel Farage isn't done yet- The outlook for UK politics
Jul 17, 2023
39 min
BM Talks: Kweku Adoboli speaks - from Summer 2018
This is an episode from our archives. We spoke to Kweku Adoboli, the former UBS trader who went to prison for rogue trading that was uncovered in 2011. In the summer of 2018, having served his time, he spoke to us about the mechanics of marketing making and prop trading in ETFs and other Delta One products. He explained how he used proxies for volatility to hedge positions and how this can lead to hidden leverage within the financial system. He has a unique perspective of trading through the financial crisis that he is now free to discuss as someone outside of the system. 
Jun 6, 2023
30 min
BM Talks: Hugh Hendry Speaks
We asked Hugh: What assets does he want to own this year ?What does he think about inflation?What was his favourite trading day? Which policymaker is getting it right? He shares how he was once under attack by Robert Mugabe as well as waxing biblical from his Caribbean island. 
Jan 18, 2023
42 min
BM Talks: Rana Mitter, Professor of History of China, Speaks
We asked: Will China invade Taiwan?Can China meet its growth target?What does China think of Liz Truss?What is Xi Jinping's ideology?What are China's demographic challenges?And finally... what is the best programme on Chinese TV?
Aug 2, 2022
41 min
BM Talks: David Smith, The Sunday Times Economics Editor, Speaks
We asked: Will there be a UK recession this year?Will Working From Home solve the Productivity Puzzle?Is Rishi Sunak doing a good job?Who is his favourite UK Chancellor? How has business journalism changed?And of course... what's his favourite joke?
May 19, 2022
54 min
John Reade of the World Gold Council on Gold
We asked: Is Gold still an inflation hedge?When is Gold a safe haven?How does Gold fit into a portfolio?How does Gold compare to Crypto? How liquid is the Gold marketHave central bank holdings of Gold changed?
Mar 17, 2022
31 min
Sir Christopher Meyer on Geopolitics
Former British Ambassador to the United States, Sir Christopher Meyer talks to us about the upcoming US elections, the role of China, the UK under Boris Johnson and the future of the European Union. He explains the greatest challenges he faced in his term as Ambassador, including the 9/11 terror attacks, as well as the greatest leaders he ever met.  We asked: Who will win the US mid-term elections?What is Joe Biden really like and will he lose to Trump in 2024?What relationship should the West have with China?Will we see a united Ireland?Does he actually like using Twitter? What was the greatest diplomatic challenge he faced?Which world leader impressed him the most?
Jan 27, 2022
41 min
Panagiotis Vlachopoulos on inflation and the global economy
We asked:What happens to inflation?Can central banks hold their nerve?What does the post-pandemic economy look like?Do investors still need bonds in their portfolio?Where are the opportunities in Emerging Markets?What is the future of the EU?
Jul 23, 2021
31 min
ASI's Richard Dunbar on Asset Management
We asked: What does the future of asset management look like?Where do ETFs fit in?Can blockchain revolutionise the industry?How has the virtual world worked during the pandemic?In the search for yield, where do the opportunities lie? What advice can you give someone starting out in the industry?What are the prospects for the Union of the United Kingdom?
Jun 15, 2021
42 min
The Economist's Philip Coggan on what 10,000 years of economics teaches us
We asked: What can we learn from the response to the Spanish Flu?Are we going back to the inflation of the 1970s?How does the Technological Revolution compare to the Industrial Revolution?Are central banks and governments pursuing MMT?What happened to the Bond Vigilantes?Philip Coggan writes the Bartleby column in the Economist. He started a life in journalism when they used typewriters. He has experienced seismic change in journalism, and his latest book, “More: The 10,000-Year Rise of the World Economy” provides a wide historical perspective with which to reflect on the current economic challenges
Jun 1, 2021
34 min
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