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)

A Warning From The BoE And LVMH Enters The Top Ten

A Warning From The BoE And LVMH Enters The Top Ten

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) The BoE's Chief Economist says the UK may see a 'positive demand shock' from its tight labour market. (2) ...

14 Apr 202317min

UK Chancellor Speaks to Bloomberg And JPMorgan Bosses Go Back To The Office

UK Chancellor Speaks to Bloomberg And JPMorgan Bosses Go Back To The Office

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) The Chancellor tells Bloomberg the UK will beat the IMF's growth forecast. (2) Fed officials lean towards ...

13 Apr 202316min

The IMF and Yellen Go Head To Head And X Marks The Spot For Musk

The IMF and Yellen Go Head To Head And X Marks The Spot For Musk

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) The IMF and Yellen at odds on the impact of the banking crisis. (2) Goldman's Flood says stocks will surge...

12 Apr 202317min

The IMF Says Rates Will Head Back Below 1% And A $100m Winklevoss Loan

The IMF Says Rates Will Head Back Below 1% And A $100m Winklevoss Loan

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) The IMF says rates will eventually revert to ultra low levels. (2) Bank of America's Hartnett urges client...

11 Apr 202317min

Bloomberg Daybreak Weekend: Jobs, EU Stocks, Solar, IMF

Bloomberg Daybreak Weekend: Jobs, EU Stocks, Solar, IMF

Bloomberg Daybreak Weekend with John Tucker takes a look at some of the stories we'll be tracking for you in the coming week including the coming reports on inflation and also the Fed minutes, which E...

7 Apr 202335min

Macron in Beijing and Mester Wants More

Macron in Beijing and Mester Wants More

Your morning briefing. The news you need in just 15 minutes.On today's podcast: 1) Emmanuel Macron and Ursula von der Leyen meet China's Xi Jinping in potential rapprochement. 2) Cleveland Fed's Loret...

6 Apr 202317min

Donald Trump's in Court and UBS Faces the Music

Donald Trump's in Court and UBS Faces the Music

Your morning briefing. The news you need in just 15 minutes.On today's podcast: 1) Donald Trump pleads not guilty as historic trial begins. 2) Sergio Ermotti returns as UBS CEO on AGM day with questio...

5 Apr 202322min

Credit Suisse's Last AGM and Trump's Day In Court

Credit Suisse's Last AGM and Trump's Day In Court

Your morning briefing, the business news you need in just 15 minutes.On today's podcast:(1) Credit Suisse faces shareholders for its last AGM, its regulator now says it would have gone bankrupt (2) Do...

4 Apr 202315min

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