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From current affairs to economy and policy matters – listen to the latest insights from the voices of our experts. The Algebris Podcast. Thinking differently, acting aware. Please read the...
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From current affairs to economy and policy matters – listen to the latest insights from the voices of our experts. The Algebris Podcast. Thinking differently, acting aware.
Please read the disclaimer here https://www.algebris.com/podcast-disclaimer/
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Please read the disclaimer here https://www.algebris.com/podcast-disclaimer/
Episodes & Posts
Episodes
Posts
31 OCT 2025 · Markets have adapted to a new, less orthodox economic order, supported by expansionary fiscal policies and more accommodative central banks. Artificial intelligence is seen as the main driver of growth, although for now its impact remains more perceived than real.
On the geopolitical front, the Middle East appears more stable, while challenges between the United States, Russia and China remain unresolved. In Europe, initial enthusiasm for German fiscal policy has waned, with growth still weak.
In the latest Algebris podcast, Gabriele Foà (Global Credit Portfolio Manager) – interviewed by Douglas Branson (Head of Business Development UK) – highlights the fiscal deterioration of advanced countries and predicts an era of “financial repression”, in which government yields will remain close to inflation. In this context, credit offers interesting opportunities, provided a selective approach is taken.
(Episode recorded on 29th October 2025)
5 SEP 2025
24 JUL 2025 · A single query on ChatGPT can consume up to 10 times the energy of a traditional search, highlighting the urgent need to address infrastructural and environmental challenges.Datacentres currently account for around 2% of global energy demand, with estimates pointing to further growth. Key issues to be addressed include shortages in the electricity grid, physical space and adequate cooling systems.
From energy producers to advanced technology providers: what and where are the investment opportunities in this context?
In the new episode of the Algebris podcast, Simone Ragazzi (Global Equity Portfolio Manager), Iacopo Esposito and Antonio Focella (Analysts) from the global equity team explore the topic of datacentres and their growing energy impact, driven by the development of artificial intelligence, interviewed by Douglas Branson (Head of Business Development UK).
13 MAY 2025 · The United States is facing growing uncertainty due to rising tariffs and a projected $10 trillion in debt issuance, which is pressuring markets and weakening confidence in the dollar. Investors are increasingly hedging as they doubt the administration’s commitment to stable, growth-oriented policies.
In contrast, Europe is experiencing a revival, led by Germany's industrial policy shift that is attracting capital, with financials offering compelling value and strong dividends. China is also emerging as an undervalued opportunity, signaling renewed support for the private sector and presenting a strong investment case compared to the U.S. Overvaluation of the dollar and massive Treasury issuance are driving diversification into euros and yen, with a favorable macro backdrop for financial equities and credit.
Listen to Davide Serra (Founder and CEO, Algebris Investments) in his latest analysis.
3 APR 2025 · On 2 April, Trump announced a new set of “reciprocal” tariffs to strengthen the US economy, signalling a significant shift in global economic policy. What happens now?
Davide Serra, Founder and CEO of Algebris Investments, explains what tariffs really mean for investors around the world and what to expect from the Fed and the markets in the upcoming months.
1 APR 2025 · The Trump 2 administration has shifted the focus from Wall Street to Main Street, with active tax policies and tariffs to protect domestic industry, while increasing uncertainty and risks. Markets are in correction territory and growth is showing signs of slowing, with data calling for caution and increasing uncertainty.
Markets have reacted with the underperformance of US equity and reallocation towards Europe and China. In fixed income, government remains volatile, while credit still offers opportunities, with a selective approach.
This and more in the latest Algebris podcast with Gabriele Foà (Global Credit Portfolio Manager) and Douglas Branson (Head of Business Development UK).
The episode was recorded on 27 March 2025.
20 MAR 2025 · With obesity rates soaring and GLP-1 weight-loss drugs revolutionising the pharmaceutical space, what does this mean for investors? How are traditional food companies adapting to a world where consumers are prioritizing health over convenience?
Silvia Merler (Head of ESG & Policy Research), Simone Ragazzi (Global Equity Portfolio Manager), and Iacopo Esposito (Analyst) join us to break down the key insights from the latest Clean Alpha note, Appetite for Destruction, and explore where the biggest opportunities and risks—lie in this evolving landscape.
18 MAR 2025 · "You wouldn't be doing your fiduciary duty as an investor if you decided to ignore the financial sector altogether because you are afraid of what’s happened in the past. It has really turned a new leaf; it is completely different—it's a totally compelling, different investment case."
Listen to our latest podcast with Benjie Creelan Sandford (Financial Equity Analyst), Bruno Duarte (Financial Credit Portfolio Manager), interviewed by Douglas Branson (Head of Business Development UK) from Algebris Investments.
13 NOV 2024 · Women are more likely to have lower incomes compared to men, a disparity rooted in systemic inequalities in the labor market and societal roles.
Lower incomes over the life cycle and interrupted career trajectories have profound consequences on women’s financial security, especially in old age as the income gap directly translates into a pension gap.
One way to empower women towards the late stages of their career and retirement is to provide returns to their savings by supporting them in their investment journeys.
Listen to the latest Algebris podcast with Silvia Merler (Head of ESG & Policy Research), Simone Ragazzi (Global Equity Portfolio Manager), Elisa Natali (Equity Analyst) and Douglas Branson (Head of Business Development UK)
17 OCT 2024 · In 2024, the markets tried to guess what the world would look like after the big rate hikes of 2022-23. In April there was talk of ‘higher for longer’. Growth held, inflation held, and central banks were cautious. In August, the US labour market showed signs of weakening and the markets called for cuts.
The focus of central banks has therefore shifted from inflation to growth. While the Fed faces a resilient US economy and will have to be cautious in its round of cuts, in Europe the ECB will have to cut to cope with an economic slowdown, albeit not a recession.
In the latest Algebris podcast, this and an analysis on the upcoming US elections and the delicate situation in the Middle East. Listen to Gabriele Foà (Global Credit Portfolio Manager) and Douglas Branson (Head of Business Development UK).
https://www.algebris.com/?p=22509
From current affairs to economy and policy matters – listen to the latest insights from the voices of our experts. The Algebris Podcast. Thinking differently, acting aware. Please read the...
show more
From current affairs to economy and policy matters – listen to the latest insights from the voices of our experts. The Algebris Podcast. Thinking differently, acting aware.
Please read the disclaimer here https://www.algebris.com/podcast-disclaimer/
show less
Please read the disclaimer here https://www.algebris.com/podcast-disclaimer/
Information
| Author | Algebris Investments |
| Organization | Algebris Investments |
| Categories | Investing |
| Website | - |
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