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(1044)

Tariffs Take Effect, Trump Targets Chips, and A Welsh Island on Sale

Tariffs Take Effect, Trump Targets Chips, and A Welsh Island on Sale

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Trump's Next Tariff Blitz, Reeves's £51B Hole, and Hiring Your CEO Internally

Trump's Next Tariff Blitz, Reeves's £51B Hole, and Hiring Your CEO Internally

On today's podcast:(1) President Donald Trump said he’d impose increased tariffs on countries buying energy from Russia while clarifying that levies on semiconductor and pharmaceutical imports would b...

6 Aug 202516min

Trade Fallout Grows, Musk’s $30B Award, and Haggling With AI

Trade Fallout Grows, Musk’s $30B Award, and Haggling With AI

Your morning briefing, the business news you need in just 15 minutes.On today's podcast:(1) President Donald Trump said he would be “substantially raising” the tariff on Indian exports to the US over ...

5 Aug 202514min

Trump to Name New Fed Governor, OPEC+'s Cliffhanger, and BMW's EV Bid

Trump to Name New Fed Governor, OPEC+'s Cliffhanger, and BMW's EV Bid

Your morning briefing, the business news you need in just 15 minutes.On today's podcast:(1) President Donald Trump said he will announce a new Federal Reserve governor and a new jobs data statistician...

4 Aug 202519min

Daybreak Weekend: Disney Earnings, BP Reports, Apple India Shift

Daybreak Weekend: Disney Earnings, BP Reports, Apple India Shift

Bloomberg Daybreak Weekend with 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 earnings from Walt Disney and Uber. In the UK – a look a...

1 Aug 202538min

 Trump Resumes Trade War, Apple Growth Rebounds, and Options Trading Becomes Entertainment

Trump Resumes Trade War, Apple Growth Rebounds, and Options Trading Becomes Entertainment

Your morning briefing, the business news you need in just 15 minutes.On today's podcast:(1) President Donald Trump unveiled a slew of new tariffs that boosted the average US rate on goods from across ...

1 Aug 202521min

Megacap Tech Delivers, Powell Bucks Dissenters, UK High-Rises Delayed

Megacap Tech Delivers, Powell Bucks Dissenters, UK High-Rises Delayed

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Meta is taking advantage of its lucrative advertising business and stepping up spending next year, with ex...

31 Jul 202520min

HSBC Misses, UBS Beats, Santander Record, Tsunami Warning, China’s $167B Dam

HSBC Misses, UBS Beats, Santander Record, Tsunami Warning, China’s $167B Dam

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Hawaii and remote parts of California’s coast are bracing for tsunamis to hit within hours, after a powerf...

30 Jul 202518min

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