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BM Talks

BM Talks

BlondeMoney

Sensible Market Commentary
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Top 10 BM Talks Episodes

Goodpods has curated a list of the 10 best BM Talks episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to BM Talks for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite BM Talks episode by adding your comments to the episode page.

BM Talks - Sir Christopher Meyer on Geopolitics
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01/27/22 • 41 min

Former British Ambassador to the United States, Sir Christopher Meyer talks to us about the upcoming US elections, the role of China, the UK under Boris Johnson and the future of the European Union. He explains the greatest challenges he faced in his term as Ambassador, including the 9/11 terror attacks, as well as the greatest leaders he ever met.
We asked:

  • Who will win the US mid-term elections?
  • What is Joe Biden really like and will he lose to Trump in 2024?
  • What relationship should the West have with China?
  • Will we see a united Ireland?
  • Does he actually like using Twitter?
  • What was the greatest diplomatic challenge he faced?
  • Which world leader impressed him the most?
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BM Talks - Mohamed El-Erian on the Different Normal
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03/05/21 • 35 min

We asked:

  • What does the post pandemic world look like?
  • What sectors will struggle and which will not
  • Was the massive intervention of March 2020 a massive bail out?
  • What advice would you give the Fed?
  • What will happen to Europe with leadership changes?
  • Britain after Brexit?
  • What will Biden achieve?
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We asked:

  • What is going to happen to inflation, interest rates and volatility?
  • What will the Fed do?
  • What measure of inflation is the best one to follow?
  • What is the risk from investing in mortgage securities?
  • What part does convexity play in interest rate markets?
  • How did you trade last March?
  • Where is there now value in the markets?
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BM Talks - ASI's Richard Dunbar on Asset Management
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06/15/21 • 42 min

We asked:

  • What does the future of asset management look like?
  • Where do ETFs fit in?
  • Can blockchain revolutionise the industry?
  • How has the virtual world worked during the pandemic?
  • In the search for yield, where do the opportunities lie?
  • What advice can you give someone starting out in the industry?
  • What are the prospects for the Union of the United Kingdom?
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We asked:

  • How has QE evolved since the financial crisis?
  • What are we to make of increased borrowing by governments?
  • What is the major source of systemic risk today?
  • What is causing wobbles in the bond market?
  • How far can we make a comparison between 2020 and 2008?
  • What will happen to the US Dollar?
  • What is the outlook for stocks, bonds and alternative assets?
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We asked:

  • What is the Ireland/Northern Ireland Protocol?
  • What happened over Article 16 and why?
  • What are the immediate implications for NI businesses?
  • How much friction is there between EU vs UK, UK vs ROI etc?
  • Will we see a United Ireland and Independent Scotland in 10 years?
  • Will we return to violence?

Our speakers are from either side of the debate.

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In this episode of BM Talks we are joined by Sir Paul Tucker who reveals:

  1. Why central banks are struggling to communicate their actions
  2. What QE is doing needs to be examined
  3. How QE works must be better explained
  4. Debt needs to be termed out
  5. How Shadow Banks remain a significant risk to the market
  6. How fiscal policy can coordinate but not dominate monetary policy

"We should be relying on the central banks to do what they definitely can do and using the fiscal authority to do something that they can more certainly do than the central bank, which is to get spending going"
"Some MPC members now talk as if QE is mainly a signalling device. If they do, then their votes for the scale of QE are completely inexplicable"
"The extraordinary "Non-QE" QE in March.... It’s pretty hard to make sense of the March and April interventions... without thinking that this is price support"

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We asked:

  • What are the challenges facing the fund management industry?
  • Is ESG a bubble or is it here to stay?
  • What does Brexit mean for the City?
  • Has the government done enough to save small businesses?
  • How do music rights work as an alternative asset?
  • What advice would she give investors?

For a full breakdown of the half hour podcast, see below:
01:00 - What challenges face the fund management industry?
02:57 - Passive management has seen the rise of mega firms, can boutiques survive?
03:49 - Is ESG a bubble or here to stay?
05:40 - What challenges does Brexit pose to fund management?
08:00 - Looking back at when we entered the EU in the 1970s, how politically active were you then?
09:33 - Will you always be active in politics?
10:10 - Small businesses are in dire straits, are they able to get the financing they need?
11:31 - Would it have been better for the government to take equity stakes?
14:31 - Are banks getting money out there?
16.44 - How do these specialist areas, like lending litigation and funding for music rights, work?
19:32 - Aren't young people rediscovering vinyl?
19.46 - If we can describe it as an alternative asset, can the man on the street get involved in music rights?
21.23 - Where do you see growth in the next few years, is there anything else on your horizon
26.11 - GameStop, do you have any thoughts on that?
28:28 - What advice would you give to millennials starting out on their investment journey

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We asked:

  • Will there be a UK recession this year?
  • Will Working From Home solve the Productivity Puzzle?
  • Is Rishi Sunak doing a good job?
  • Who is his favourite UK Chancellor?
  • How has business journalism changed?
  • And of course... what's his favourite joke?
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We asked:

  • Is Gold still an inflation hedge?
  • When is Gold a safe haven?
  • How does Gold fit into a portfolio?
  • How does Gold compare to Crypto?
  • How liquid is the Gold market
  • Have central bank holdings of Gold changed?
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FAQ

How many episodes does BM Talks have?

BM Talks currently has 19 episodes available.

What topics does BM Talks cover?

The podcast is about News, Investing, Business News, Podcasts, Finance, Business and Macro.

What is the most popular episode on BM Talks?

The episode title 'BM Talks: Rana Mitter, Professor of History of China, Speaks' is the most popular.

What is the average episode length on BM Talks?

The average episode length on BM Talks is 39 minutes.

How often are episodes of BM Talks released?

Episodes of BM Talks are typically released every 28 days, 22 hours.

When was the first episode of BM Talks?

The first episode of BM Talks was released on Jan 13, 2021.

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