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(1046)

No Putin-Zelenskiy Meeting, Waller Sees Sept Cut,  Reform Lures Lobbyists

No Putin-Zelenskiy Meeting, Waller Sees Sept Cut, Reform Lures Lobbyists

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Nvidia Underwhelms, $1.5 Trillion on Defense, Europe Warms To EV’s

Nvidia Underwhelms, $1.5 Trillion on Defense, Europe Warms To EV’s

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Nvidia, the world’s most valuable company, gave a tepid revenue forecast for the current period, signaling...

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Fed’s Cook Vs Trump, Bond Surge Pressures France & UK, Data Crisis Deepens

Fed’s Cook Vs Trump, Bond Surge Pressures France & UK, Data Crisis Deepens

Your morning briefing, the business news you need in just 15 minutes.On today's podcast:(1) President Donald Trump said he was prepared for a legal fight with Federal Reserve Governor Lisa Cook after ...

27 Aug 202519min

Trump Says He's Firing Fed’s Cook, France Selloff, EU Tariff Struggles

Trump Says He's Firing Fed’s Cook, France Selloff, EU Tariff Struggles

Your morning briefing, the business news you need in just 15 minutes.On today's podcast:(1) President Donald Trump moved to oust Federal Reserve Governor Lisa Cook from her post at the US central bank...

26 Aug 202521min

Daybreak Weekend: Nvidia Earnings, Medef Conference, BOK Decision

Daybreak Weekend: Nvidia Earnings, Medef Conference, BOK Decision

Bloomberg Daybreak Weekend with Host Tom Busby take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to personal spending data and earnings from Nvidia. In...

22 Aug 202538min

Private Credit Fears, All Eyes On Powell, Germans Embrace Stocks

Private Credit Fears, All Eyes On Powell, Germans Embrace Stocks

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Warnings on defaults are starting to pile up in the $1.7 trillion private credit market, prompting at leas...

22 Aug 202517min

Fed's Cook Won't Be 'Bullied', Possible UK Home Tax, Vape Ban Failings 

Fed's Cook Won't Be 'Bullied', Possible UK Home Tax, Vape Ban Failings 

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Federal Reserve Governor Lisa Cook signaled her intention to remain at the central bank, defying calls for...

21 Aug 202517min

Record Rally Splutters, High Cost Of Firing CEOs, European Overtourism

Record Rally Splutters, High Cost Of Firing CEOs, European Overtourism

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Global stocks paused after a record-breaking run, with a sharp selloff in heavyweight technology shares dr...

20 Aug 202520min

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