Episode 22: The credit cycle, de-dollarisation and the future of global finance

Is de-dollarisation really underway, and what could the next phase of global capital flows mean for markets? In this episode of the CFA UK Future Proofing Finance Podcast, hosts Ben Ashby and Tom Threlfall are joined by Andrew Hunt, Chief Economist, Hunt Economics, to explore the forces shaping the global economy. From the US credit cycle and the future of the dollar to China's balance sheet recession and the changing role of central banks, Andrew draws on decades of experience in analysing global markets and capital flows to explore whether the world is truly moving towards de-dollarisation, what could replace the current reserve system, and why increasing currency volatility may be the next major shift in finance. The episode also explores: Why Andrew believes the US credit cycle is unusually large and potentially vulnerable to a liquidity crunch The role of private credit, hidden leverage and foreign capital flows in the US economy Whether de-dollarisation is actually happening and what a post-dollar world could look like The Triffin dilemma, the Plaza Accord and the lessons of past currency regimes Why China may be facing a prolonged balance sheet recession and what this means for global markets Join us for a wide-ranging conversation on credit, capital flows and currencies to help you see the current state of the global market, and to navigate what comes next.

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Episoder(142)

Episode 21: The Cost of Holding On: Emotional Liquidity in Investing

In the latest episode of the CFA UK Future Proofing Finance, hosts Ben Ashby, ASIP and Tom Threlfall, CFA celebrate their milestone 21st episode with a very special guest - our very own Gerhard Sogl, ...

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Episode 20: Beyond Bitcoin: Stablecoins, vaults and the next generation of finance

In this episode of the CFA UK Future Proofing Finance Podcast, hosts Ben Ashby, ASIP and Tom Threlfall, CFA are joined by Jonathan Man, CFA, Head of Alpha Strategies, Bitwise, to explore how decentral...

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Episode 19: The future of nuclear energy: Innovation, infrastructure and the race to net-zero

In the latest episode of the CFA UK Future Proofing Finance Podcast, hosts Ben Ashby, ASIP and Tom Threlfall, CFA sit down with Dr. Valeria Raffuzzi, Research Associate, University of Cambridge, to ex...

25 Jun 42min

Episode 92: Using AI to balance innovation & environmental impact

In the latest episode of CFA UK’s In Conversation podcast, host Anita Brown speaks with David Carlin, founder of D.A. Carlin and Company, to explore the intersection of artificial intelligence (AI) an...

29 Mai 26min

Episode 18: John Reade on evolving gold markets

In this episode of the CFA UK Future Proofing Finance podcast, hosts Ben Ashby and Tom Threlfall, CFA speak with John Reade, Senior Market Strategist at the World Gold Council. John shares his 40-year...

7 Mai 46min

Episode 91: Navigating ESG Reporting in Private Markets

In this episode of CFA UK’s In Conversation podcast, host Olly King sits down with Jegor Tokarevich, CEO of Substance Over Form (SOF), to explore the evolving landscape of sustainable finance regulato...

9 Apr 30min

Episode 17: Building an AI Startup in Fintech

In this episode of the CFA UK Future Proofing Finance Podcast, hosts Ben Ashby and Tom Threlfall, CFA sit down with Karen Rudich, Canadian fintech entrepreneur and founder of sherloc. Karen explores ...

27 Mar 41min