Hedge Fund Strategy Warning & Geopolitical Headwinds

Hedge Fund Strategy Warning & Geopolitical Headwinds

Your morning briefing, the business news you need in just 15 minutes.

On today's podcast:
(1) As the best hedge fund strategy of 2023 becomes a magnet for mainstream investors, the risk models it relies on are getting a lot tougher to crack.

(2) Warren Buffett's Berkshire Hathaway says its cash pile scaled a new record as the billionaire investor decried a lack of meaningful deals that would give the firm a shot at "eye-popping performance."

(3) Ukrainian President Volodymyr Zelenskiy said his country has lost 31,000 soldiers since Russia's full-scale invasion started two years ago as he stressed that a decision from the US Congress on $60 billion in aid was needed within a month.

(4) A former deputy chairman in Rishi Sunak's ruling Conservative party has been suspended after growing pressure from within the party over his claim that London Mayor Sadiq Khan is controlled by "Islamists."

(5) Global trade ministers are gathering in Abu Dhabi for the World Trade Organization's summit, amid a tide of trade protection and questions over the WTO's relevance.

See omnystudio.com/listener for privacy information.

Episoder(1041)

EU Eyes Huawei Ban, Swiss Tariff Deal Nears, Dubai’s Big Property Frenzy

EU Eyes Huawei Ban, Swiss Tariff Deal Nears, Dubai’s Big Property Frenzy

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US Shutdown Nears End, BBC Chiefs Forced Out, Last Solo Broker Standing

US Shutdown Nears End, BBC Chiefs Forced Out, Last Solo Broker Standing

Your morning briefing, the business news you need in just 15 minutes.On today's podcast:(1) The US Senate took a major step toward re-opening the government after a group of moderate Democrats broke w...

10 Nov 202517min

Daybreak Weekend: Disney Earnings, Portugal Web Summit, China Singles’ Day

Daybreak Weekend: Disney Earnings, Portugal Web Summit, China Singles’ Day

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to earnings from Walt Disney and Paramount-Skydance...

7 Nov 202538min

Musk's $1 Trillion Pay Deal, No AI Bailout Says Altman, Private Schools Chase Cash

Musk's $1 Trillion Pay Deal, No AI Bailout Says Altman, Private Schools Chase Cash

Your morning briefing, the business news you need in just 15 minutes.On today's podcast:(1) Tesla shareholders have approved a $1 trillion compensation package for Chief Executive Officer Elon Musk, t...

7 Nov 202519min

BOE Set To Hold Rates, US Court Questions Tariffs, EU Rethinks ESG Rules

BOE Set To Hold Rates, US Court Questions Tariffs, EU Rethinks ESG Rules

Your morning briefing, the business news you need in just 15 minutes.On today's podcast:(1) The Bank of England will likely keep interest rates unchanged today at 4% in what is expected to be a closel...

6 Nov 202528min

Mamdani New NYC Mayor, $500 Billion Chip Selloff, AstraZeneca CEO’s Big Bet

Mamdani New NYC Mayor, $500 Billion Chip Selloff, AstraZeneca CEO’s Big Bet

Your morning briefing, the business news you need in just 15 minutes.On today's podcast:(1) Zohran Mamdani was elected the 111th mayor of New York in a historic victory that will put an avowed democra...

5 Nov 202516min

BONUS EPISODE: Reeves Paves Way for Tax Hikes In Pre-Budget Speech

BONUS EPISODE: Reeves Paves Way for Tax Hikes In Pre-Budget Speech

Chancellor of the Exchequer Rachel Reeves declined to reiterate Labour’s manifesto commitment against broad-based tax hikes, as she made an unusual appeal to the British public to support her upcoming...

4 Nov 202518min

CEOs Predict Market Drop, 'Tough But Fair’ Budget, EU Climate Showdown

CEOs Predict Market Drop, 'Tough But Fair’ Budget, EU Climate Showdown

Your morning briefing, the business news you need in just 15 minutes.On today's podcast:(1) The current environment for large mergers and acquisitions is quite “constructive” for 2026 and 2027, partic...

4 Nov 202521min

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