From Q-Day to Mars: The Market Shocks That Could Define the Year Ahead

From Q-Day to Mars: The Market Shocks That Could Define the Year Ahead

Merryn Somerset Webb is joined by Saxo Bank’s Chief Macro Strategist John Hardy to unpack Saxo’s annual list of “outrageous predictions” — unlikely events that could still shake markets if they hit. They explore a potential “Q-Day” quantum-computing breakthrough that could undermine encryption and trigger a crypto-led confidence crisis, alongside space-economy scenarios like a SpaceX IPO and even lunar real estate mania. The conversation also turns to the ripple effects of widespread GLP-1 weight-loss drugs — including cheaper pill forms and the possibility they expand beyond humans into the pet world.

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Avsnitt(367)

The Biggest AI Investment Mistakes Investors Could Make

The Biggest AI Investment Mistakes Investors Could Make

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6 Juli 36min

What Is 'Manchesterism'— And Will It Boost Britain's Economy?

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3 Juli 30min

Is Vintage Jewelry the Next Great Investment?

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1 Juli 19min

Man Group's Ed Cole: How to Adapt Your Portfolio to a Changing World

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Despite agreeing that AI is likely as transformative as its proponents argue, Ed Cole, head of multi-strategy equities at Man Group, believes it’s too early to understand whether there’s a bubble. Mea...

29 Juni 40min

Markets Wrap: Gilts, Gold and AI’s Price Tag

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Merryn Somerset Webb is joined by Sam Unsted, editor of Bloomberg’s Markets Today blog. Together they discuss rallying UK gilts in the wake of Prime Minister Keir Starmer’s resignation, inflation fear...

26 Juni 16min

How Much Could Andy Burnham Cost You? 

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Can Andy Burnham keep his promises without hitting Britons in the pocket? Merryn Somerset Webb speaks with Bloomberg's Phil Aldrick about the tax hikes, spending pressures and economic realities facin...

24 Juni 22min

Carson Block: AI Could Trigger the Next Financial Crisis

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Carson Block believes investors may be underestimating the economic consequences of artificial intelligence. The Muddy Waters founder and CEO joins Merryn Somerset Webb to explain why recent advances ...

22 Juni 43min

Passive Investing, SpaceX and the AI Boom: Are Markets Too Concentrated?

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Merryn Somerset Webb and Bloomberg Opinion columnist and senior markets editor John Authers discuss how SpaceX’s market debut has highlighted the hidden risks of passive investing, from index concentr...

19 Juni 26min

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