http://www.algebris.com/
Please read the disclaimer here https://www.algebris.com/podcast-disclaimer/]]>enInvestingCopyright Algebris Investmentshttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/86d3e71b49583711fbdd819fba1a3146.jpghttp://www.algebris.com/Fri, 29 May 2026 12:18:30 +0000Algebris InvestmentsAlgebris Investmentsfeeds@spreaker.comFrom current affairs to economy and policy matters – listen to the latest insights from the voices of our experts. The Alpha Horizon, the Algebris Podcast. Thinking different, acting aware. Please read the disclaimer here...
Please read the disclaimer here https://www.algebris.com/podcast-disclaimer/]]>falsec4034041-7c4a-5f4d-978d-9b972861a503episodichttps://www.spreaker.com/episode/davide-serra-cosa-ho-imparato-a-davos--52495952
Ascolta l'intervento di Davide Serra (Founder e CEO, Algebris Investments)]]>https://api.spreaker.com/episode/52495952Fri, 20 Jan 2023 16:47:01 +0000Algebris InvestmentsResilienza dell'Unione Europea, inaspettato ottimismo, riapertura della Cina e il ruolo della guerra nelle relazioni internazionali. Questi alcuni dei punti chiave che sono emersi al World Economic Forum 2023 a Davos. Ascolta l'intervento di Davide...
Ascolta l'intervento di Davide Serra (Founder e CEO, Algebris Investments)]]>435false42fullhttps://www.spreaker.com/episode/davide-serra-what-i-learnt-in-davos--52495951
Listen to Davide Serra (Founder and CEO, Algebris Investments)]]>https://api.spreaker.com/episode/52495951Fri, 20 Jan 2023 16:45:58 +0000Algebris InvestmentsSome of the key takeaways from the World Economic Forum 2023 in Davos: The resilience of the European Union, unexpected optimism, China's reopening, hawkish central banks and the role of war in international relations. Listen to Davide Serra...
Listen to Davide Serra (Founder and CEO, Algebris Investments)]]>372false41fullhttps://www.spreaker.com/episode/the-financial-sector-an-increasing-area-of-focus-for-investors--51783756
Listen in to Simon Peters (Investments Strategist) and Douglas Branson (Head of Business Development)]]>https://api.spreaker.com/episode/51783756Fri, 04 Nov 2022 09:16:08 +0000Algebris InvestmentsBond and equity markets hit an air pocket in September 2022 as central bankers got serious about raising interest rates to tackle inflation. Both markets are now down around 20% YTD, with the S&P 500 down 25%. So: what is the global situation now?...
Listen in to Simon Peters (Investments Strategist) and Douglas Branson (Head of Business Development)]]>368falsefullhttps://www.spreaker.com/episode/back-to-the-future--51618087
The developed world accumulated imbalances, and markets did not react. Currency and interest rates instability was a concern of just a few underdeveloped countries.

2022 came as a sudden wake-up call. Global inflation jumped from 2% last year to 10% today, burning years of easy money in the bat of an eyelid. Developed markets had to re-learn how to cope with market discipline. Central banks had to re-learn how to be inflation watchdogs. Loose policies are now punished with higher rates and currency crashes. Bond vigilantes are back, and policy-makers need to get used to it once again.]]>https://api.spreaker.com/episode/51618087Wed, 19 Oct 2022 07:37:27 +0000Algebris InvestmentsUntil the end of 2021, macroeconomic volatility seemed a thing of the past. Secular stagnation would keep inflation low forever, paving the way for indefinite financial repression. Fiscal discipline was abandoned en masse, as central banks would buy...
The developed world accumulated imbalances, and markets did not react. Currency and interest rates instability was a concern of just a few underdeveloped countries.

2022 came as a sudden wake-up call. Global inflation jumped from 2% last year to 10% today, burning years of easy money in the bat of an eyelid. Developed markets had to re-learn how to cope with market discipline. Central banks had to re-learn how to be inflation watchdogs. Loose policies are now punished with higher rates and currency crashes. Bond vigilantes are back, and policy-makers need to get used to it once again.]]>997falsefullhttps://www.spreaker.com/episode/fight-your-fear--50773556https://api.spreaker.com/episode/50773556Mon, 01 Aug 2022 11:10:21 +0000Algebris InvestmentsWhen fortunes are lost, fortunes can be made. Timing can make all the difference between the two. June marked an important month in the ongoing bear market, as by month-end many “buy boxes” had been ticked, at least in credit markets. Russia reduced...630falsefullhttps://www.spreaker.com/episode/dip-your-toes--50263988https://api.spreaker.com/episode/50263988Mon, 20 Jun 2022 12:46:59 +0000Algebris InvestmentsThe longer the party, the worse the hangover. The old adage certainly applies to 2022. The Fed’s balance sheet is 3x larger than it was in 2019, and easy money turned into all-time high household wealth. Couple that with the largest fiscal push since...794falsefullhttps://www.spreaker.com/episode/wartime-economics--49672752https://api.spreaker.com/episode/49672752Thu, 05 May 2022 07:44:01 +0000Algebris InvestmentsWars are symptoms of broader trends. WWI marked the end of the globalization started with the industrial revolution, and WWII the beginning of a new era of global integration. The Russian invasion of Ukraine is no exception. Douglas Branson (Head of...782falsefullhttps://www.spreaker.com/episode/ukraine-conflict-thoughts-on-russian-gas-and-the-wider-impact-of-sanctions--49195921https://api.spreaker.com/episode/49195921Fri, 25 Mar 2022 08:55:48 +0000Algebris InvestmentsRussia's invasion of Ukraine raises important questions about whether or not financial and economic sanctions can work as intended. The scenario around Europe's ability to significantly reduce or remove its reliance on Russian gas should also be...488falsefullhttps://www.spreaker.com/episode/this-wasn-t-supposed-to-happen--49013666https://api.spreaker.com/episode/49013666Thu, 10 Mar 2022 08:18:41 +0000Algebris InvestmentsRecent developments on the geopolitical front have created increased uncertainty and volatility. Douglas Branson, Head of Business Development, and Simon Peters, Investment Strategist, discuss how the environment for risk assets has changed and what...432falsefullhttps://www.spreaker.com/episode/inflation-what-investors-need-to-know--48583364https://api.spreaker.com/episode/48583364Fri, 04 Feb 2022 08:28:08 +0000Algebris InvestmentsInflation is creating significant volatility and uncertainty. Simon Peters (Investment Strategist) and Douglas Branson (Head of Business Development) discuss what investors should be aware of in the current environment and how best to avoid the...429falsefullhttps://www.spreaker.com/episode/2022-risks-and-opportunities-in-the-global-economy-and-markets--48403521https://api.spreaker.com/episode/48403521Sat, 22 Jan 2022 13:59:20 +0000Algebris InvestmentsPandemic-related restrictions, extended valuations, inflation expectations, energy prices as well as developments in China and emerging markets: Douglas Branson, Head of Business Development, and Alberto Gallo, Head of Global credit strategies,...880falsefullhttps://www.spreaker.com/episode/how-should-we-quantify-the-impact-of-climate-change-on-inflation--47750559https://api.spreaker.com/episode/47750559Wed, 15 Dec 2021 10:30:00 +0000Algebris InvestmentsEconomic theory tells us that persistent deficits fuel inflation. Does this rule also apply to our biocapacity deficit, defined as the debt we accumulate with the environment and the planet? We explore this topic in a podcast episode hosted by Douglas...433algebris,and,asset,covid,economy,finance,financial,global,investment,management,markets,new,podcast,policy,politics,sector,solutionfalsefullhttps://www.spreaker.com/episode/the-new-opportunities-in-financial-equity--47750541https://api.spreaker.com/episode/47750541Thu, 09 Dec 2021 10:00:00 +0000Algebris InvestmentsWith equity markets up strongly for the year, investors are grappling with extended valuations along with a number of other challenges such as inflation, the risk of economic growth disappointment, the possibility of further negative Covid-19...629algebris,asset,covid,economy,finance,financial,global,investment,management,markets,new,podcast,policy,politics,sector,solutionfalsefullhttps://www.spreaker.com/episode/post-summer-macro-inflation-china-in-focus--46709820https://api.spreaker.com/episode/46709820Wed, 29 Sep 2021 14:00:00 +0000Algebris InvestmentsAfter a period of relative calm, investors are faced with a number of considerations; inflation, reduction in monetary stimulus, developments in China and still-extended risk asset prices. How concerned should investors be at the moment? And how does...1027algebris,asset,china,economy,finance,financial,global,investment,management,markets,podcast,policy,politics,sector,solutionfalsefullhttps://www.spreaker.com/episode/non-solo-banche-le-opportunita-azionarie-secondo-algebris--46565465https://api.spreaker.com/episode/46565465Mon, 20 Sep 2021 09:38:00 +0000Algebris InvestmentsParlare di azionario pensando ad Algebris fa subito pensare alla specialità storica della società, il settore finanziario. In realtà, c'è molto di più - una expertise consolidata nel mondo dell'azionario italiano, grazie a un team di valore che sta...1244algebris,azionario,economy,finance,financial,finanza,investment,management,markets,performance,podcast,società,solutionfalsefullhttps://www.spreaker.com/episode/l-obbligazionario-secondo-algebris--46549106https://api.spreaker.com/episode/46549106Fri, 17 Sep 2021 07:00:00 +0000Algebris InvestmentsNell'attuale contesto di mercato, gli occhi sono puntati sulle prossime mosse delle banche centrali e sull'andamento di alcune variabili macro-economiche fondamentali come l'inflazione. Ne parliamo con @Alberto Gallo e @Sebastiano Pirro nella seconda...1412algebris,banche,banks,economia,economy,expectations,finance,finanza,investment,management,markets,mercato,opportunity,podcast,risks,strategiesfalsefullhttps://www.spreaker.com/episode/la-prima-volta-non-si-scorda-mai--46544710https://api.spreaker.com/episode/46544710Thu, 16 Sep 2021 07:40:14 +0000Algebris InvestmentsIl mondo Algebris - con la sua storia, le competenze del suo team, l'impegno di sempre e le nuove sfide - debutta al Salone del Risparmio. È l'occasione per raccontarsi e raccontare una rinnovata attenzione verso il mercato italiano.916algebris,economia,economy,finance,finanza,management,markets,mercato,podcast,risparmio,salone,solution,strategie,strategiesfalsefullhttps://www.spreaker.com/episode/market-outlook-and-review-h2-h1-2021--45724388https://api.spreaker.com/episode/45724388Wed, 21 Jul 2021 09:00:00 +0000Algebris InvestmentsIn this podcast, Simon Peters, Investment Strategist, and Douglas Branson, Head of Business Development review how markets performed in the first half of the year and what the drivers and our expectations are for markets in the second half of 2021.56619,algebris,asset,covid,economy,finance,financial,global,investment,management,markets,new,podcast,policy,politics,sector,solutionfalsefullhttps://www.spreaker.com/episode/non-performing-loans-relevance-in-the-current-investing-environment--45506759https://api.spreaker.com/episode/45506759Fri, 02 Jul 2021 11:58:00 +0000Algebris InvestmentsWhat is an NPL? Why are banks selling them at the moment? What are the opportunities, timeline, liquidity and the risks of buying NPLs? What have been the biggest lessons learned since Algebris began and how can you capitalise on them? In this...489algebris,asset,debt,economy,finance,global,immobiliare,investment,investors,management,markets,npl,podcast,policy,politics,risk,solutionfalsefullhttps://www.spreaker.com/episode/h1-almost-over-what-might-h2-bring--45395406https://api.spreaker.com/episode/45395406Wed, 23 Jun 2021 09:00:00 +0000Algebris InvestmentsAs we head towards the end of the first half of the year with improved sentiment, strong macro data and elevated risk assets, Douglas Branson (head of business development) and Alberto Gallo (head of global credit strategies) discuss the current...1023algebris,asset,bond,business,economy,esg,financial,global,investment,management,markets,new,podcast,policy,politics,risk,sector,solution,strategyfalsefullhttps://www.spreaker.com/episode/esg-taking-action-for-positive-change--45197751https://api.spreaker.com/episode/45197751Tue, 08 Jun 2021 09:01:00 +0000Algebris InvestmentsESG is front-of-mind across many industries, with the financial services sector demonstrating innovation and commitment to adopting the appropriate approach. Algebris is fully committed in its efforts to achieve and contribute to the drive for...630algebris,corporate,economy,esg,financial,industries,innovation,market,podcast,positive,servicesfalsefullhttps://www.spreaker.com/episode/dog-money--44807479Alberto Gallo, portfolio manager at Algebris Investments, will guide us through bond investing in a post-Covid world, and why it needs an essential rethink.]]>https://api.spreaker.com/episode/44807479Fri, 14 May 2021 09:55:00 +0000Algebris InvestmentsFrom pandemic to vaccine rollouts, markets moved from panic to euphoria. Policymakers' fiscal and monetary stimulus rescued the economy - but now inflation risks are emerging. Alberto Gallo, portfolio manager at Algebris Investments, will guide us...Alberto Gallo, portfolio manager at Algebris Investments, will guide us through bond investing in a post-Covid world, and why it needs an essential rethink.]]>534alberto,algebris,covid,economy,finance,financial,gallo,global,inflation,investment,italian,markets,pandemic,podcast,policy,politics,post-covid,risk,solution,vaccinefalsefullhttps://www.spreaker.com/episode/bond-markets-don-t-panic--44556724https://api.spreaker.com/episode/44556724Wed, 05 May 2021 09:00:00 +0000Algebris InvestmentsWith clear headwinds and the fact that the significant majority of global bonds market are yielding less than 3%, investors are faced with a challenge of how to access yield and diversification at a time when many other areas of risk markets are at...545algebris,area,bank,bond,business,finance,investment,markets,podcast,risk,solution,strategyfalsefullhttps://www.spreaker.com/episode/pmi-le-star-del-circuito-targato-made-in-italy--44407022https://api.spreaker.com/episode/44407022Wed, 21 Apr 2021 10:00:00 +0000Algebris InvestmentsLe PMI sono garanzia di eccellenza e generano valore per gli investimenti, in particolare in questa fase. Scopriamo perché con Luca Mori, portfolio manager azionario Italia di Algebris Investments.553algebris,in,investimenti,investment,italia,italy,luca,made,manager,mori,pmi,podcast,portfoliofalsefullhttps://www.spreaker.com/episode/are-the-planets-finally-aligning--44129784https://api.spreaker.com/episode/44129784Thu, 01 Apr 2021 09:55:00 +0000Algebris InvestmentsFollowing years of investors rightly wanting little to do with bank shares, it is important to periodically reassess if sufficient catalysts are finally in place for the opportunity in financial equities to play out. Having weathered the COVID storm...406algebris,bank,bussiness,coronavirus,covid,economy,environment,financial,investment,investors,market,opportunity,pandemic,podcast,strategyfalsefullhttps://www.spreaker.com/episode/the-end-of-paper-tigers--44032920https://api.spreaker.com/episode/44032920Thu, 25 Mar 2021 11:00:00 +0000Algebris InvestmentsAsset allocation in 2021 presents almost unprecedented challenges. The path for asset returns will heavily depend on events relating to the coronavirus pandemic, politics and policy responses. So, are safe-haven assets still safe? Investors need to...450algebris,allocation,assets,coronavirus,covid,economy,financial,future,inflation,investment,investors,management,pandemic,paper,podcast,policy,politics,rising,solution,tigerfalsefullhttps://www.spreaker.com/episode/brave-new-world--43384985https://api.spreaker.com/episode/43384985Fri, 12 Feb 2021 09:30:00 +0000Algebris InvestmentsEconomy, markets and politics: how will the world be different after the pandemic? We cannot predict the future, but we can prepare ourselves for any odds.330algebris,covid,crysis,economies,economy,financial,future,investment,management,market,pandemic,podcast,politicsfalsefullhttps://www.spreaker.com/episode/la-pecora-nera--42988544Un confronto con Silvia Merler, Responsabile della Ricerca dell’Algebris Policy & Research Forum, all'uscita del suo libro La Pecora Nera.]]>https://api.spreaker.com/episode/42988544Wed, 20 Jan 2021 10:40:00 +0000Algebris InvestmentsUn paese che non cresce e dal quale i giovani fuggono, schiacciato dal debito pubblico e dalle disuguaglianze. L'Italia, anche nell'approccio alle politiche fiscali e monetarie, sembra l'unica, in Europa, a non cambiare mai rotta. I fondi del recovery...Un confronto con Silvia Merler, Responsabile della Ricerca dell’Algebris Policy & Research Forum, all'uscita del suo libro La Pecora Nera.]]>448algebris,economia,economy,finanza,fiscali,grillo,investment,italia,management,merler,monetarie,plan,podcast,politiche,recoveryfalsefullhttps://www.spreaker.com/episode/the-2020-us-election-what-happens-now--42055390https://api.spreaker.com/episode/42055390Fri, 20 Nov 2020 10:45:00 +0000Algebris InvestmentsFollowing the Election Day on 3rd November, a new phase has begun. In this podcast we will analyse the political aspects to consider, the key elements to observe on the financial markets.43119,alberto,algebris,asset,covid,economia,economy,election,financial,finanza,gallo,global,investment,italian,management,market,podcast,us,usafalsefullhttps://www.spreaker.com/episode/il-dopo-elezioni-statunitensi-e-ora--42055309https://api.spreaker.com/episode/42055309Fri, 20 Nov 2020 10:45:00 +0000Algebris InvestmentsDopo il voto del 3 novembre inizia una nuova fase. In questo podcast analizzeremo gli aspetti politici da considerare, gli elementi da osservare sui mercati finanziari.54719,algebris,asset,covid,economia,economy,election,financial,finanza,global,investment,italian,management,market,podcast,us,usafalsefullhttps://www.spreaker.com/episode/preparing-for-the-us-election--41698779https://api.spreaker.com/episode/41698779Thu, 29 Oct 2020 13:24:11 +0000Algebris InvestmentsExpected scenarios and strategies while waiting for the US election results in a 3-min chat with Alberto Gallo, Global Credit Portfolio Manager.399algebris,election,finance,finanza,investment,italia,podcast,results,strategia,strategies,usa,votefalsefullhttps://www.spreaker.com/episode/a-world-without-safe-havens--41569929https://api.spreaker.com/episode/41569929Fri, 23 Oct 2020 10:00:00 +0000Algebris InvestmentsFind out more on how to look at the financial markets and build a portfolio in an uncertain world with Alberto Gallo, Global Credit Portfolio Manager.380algebris,covid19,economy,finance,financial,finanza,invest,investment,italia,italy,market,podcastfalsefullhttps://www.spreaker.com/episode/bce-e-quantitative-easing-facciamo-chiarezza--41491188https://api.spreaker.com/episode/41491188Fri, 16 Oct 2020 10:42:52 +0000Algebris InvestmentsI programmi di quantitative easing della Banca Centrale Europea sono stati fondamentali per contenere gli effetti della crisi economica innescata dalla pandemia di Covid-19. Massimiliano Grillo, Responsabile Commerciale per l'Italia di Algebris...311algebris,covid19,crisi,economia,economica,economy,finance,finanza,investment,italia,italy,podcastfalsefullhttps://www.spreaker.com/episode/a-closer-look-at-the-ecb-quantitative-easing-programmes--41491142https://api.spreaker.com/episode/41491142Fri, 16 Oct 2020 10:40:29 +0000Algebris InvestmentsIn this episode, Silvia Merler, Head of Research Algebris Policy & Research Forum, will talk about how the quantitative easing programmes of the European Central Bank have been crucial to contain the effects of the economic crisis triggered by the...224algebris,bank,central,covid19,economia,economies,european,finance,finanza,investment,italia,italy,podcastfalsefullhttps://www.spreaker.com/episode/italian-smes-investing-today--40074476Do you still see an opportunity to invest in Italy after the country’s economy has been severely hit by the Covid19 virus?
What are the characteristics of the Italian small and medium enterprises that make them stand out?
Considering the framework of the Italian market, what would you say is the best approach to identify success stories?
To conclude, what is your key takeaway to navigate the Italian equity space?]]>https://api.spreaker.com/episode/40074476Mon, 24 Aug 2020 04:55:00 +0000Algebris InvestmentsAfter the Covid-19 shock, Italy prepares for a new recovery. Davide Serra, CEO of Algebris, highlights the key reasons why investing in Italian SMEs is an interesting opportunity today. Do you still see an opportunity to invest in Italy after the...Do you still see an opportunity to invest in Italy after the country’s economy has been severely hit by the Covid19 virus?
What are the characteristics of the Italian small and medium enterprises that make them stand out?
Considering the framework of the Italian market, what would you say is the best approach to identify success stories?
To conclude, what is your key takeaway to navigate the Italian equity space?]]>212algebris,ceo,covid19,davide,economia,economies,economy,finance,finanza,invest,investment,italia,italy,podcast,serra,smesfalsefullhttps://www.spreaker.com/episode/a-historic-milestone-for-the-eu--40074964

This deal has been hailed by many commentators as an historical moment for European Integration. Is it true?
Reaching an agreement has been difficult, taking the European Council 4 days of intense talks. What were the most controversial points of the deal and what compromise has been found?
Italy has been especially hard hit by COVID, and a vocal proponent of Eurobonds since early March. Is this deal a victory for Italy ?
What do you think this deal means for European integration going forward?]]>https://api.spreaker.com/episode/40074964Mon, 03 Aug 2020 08:38:00 +0000Algebris InvestmentsFollowing four days of intense talks, on July 21st the EU reached an agreement on a €750bn recovery package to aid members affected by the COVID-19 crisis. Some say it has been a historic moment for the European Union, but was it really? In this...

This deal has been hailed by many commentators as an historical moment for European Integration. Is it true?
Reaching an agreement has been difficult, taking the European Council 4 days of intense talks. What were the most controversial points of the deal and what compromise has been found?
Italy has been especially hard hit by COVID, and a vocal proponent of Eurobonds since early March. Is this deal a victory for Italy ?
What do you think this deal means for European integration going forward?]]>344algebris,asset,covid,covid19,economy,finance,finanza,found,global,investment,management,podcast,policy,recovery,research,solutionfalsefullhttps://www.spreaker.com/episode/boiling-frogs--40030665The COVID-19 crisis has produced risks and opportunities worldwide. Looking at the latest developments in Europe and at the global political scenario, Alberto Gallo, Head of Macro Strategies at Algebris Investments, discusses implications and perspectives for investors.

What does it mean that government bond investors are "boiling frogs"? Why is that?
The European Union approved a €750bn Recovery Fund while the US will hold elections in November. Where do you see risks and opportunities around the world?
3 From a strategic perspective, what are the asset classes we see value in today?]]>https://api.spreaker.com/episode/40030665Wed, 29 Jul 2020 08:01:00 +0000Algebris InvestmentsBoiling frogs The COVID-19 crisis has produced risks and opportunities worldwide. Looking at the latest developments in Europe and at the global political scenario, Alberto Gallo, Head of Macro Strategies at Algebris Investments, discusses...The COVID-19 crisis has produced risks and opportunities worldwide. Looking at the latest developments in Europe and at the global political scenario, Alberto Gallo, Head of Macro Strategies at Algebris Investments, discusses implications and perspectives for investors.

What does it mean that government bond investors are "boiling frogs"? Why is that?
The European Union approved a €750bn Recovery Fund while the US will hold elections in November. Where do you see risks and opportunities around the world?
3 From a strategic perspective, what are the asset classes we see value in today?]]>329alberto,algebris,boiling,covid-19,economia,economies,economy,europe,finance,finanza,frogs,gallo,global,investment,investors,italy,opportunities,podcast,strategies,valuefalsefullhttps://www.spreaker.com/episode/cogliere-opportunita-supportare-la-crescita--37951925https://api.spreaker.com/episode/37951925Thu, 09 Jul 2020 08:43:44 +0000Algebris InvestmentsIl fondo HI Algebris Italia ELTIF nasce con il doppio obiettivo di sostenere il tessuto imprenditoriale italiano e realizzare performance investendo nelle migliori Pmi del paese. Le considerazioni di Davide Serra - CEO di Algebris - e Simone Ragazzi,...358algebris,ceo,davide,economic,economies,eltif,finance,investment,italia,pmi,podcast,serra,specialist,teamfalsefullhttps://www.spreaker.com/episode/the-npl-opportunity-an-italian-outlook--37014531https://api.spreaker.com/episode/37014531Tue, 07 Jul 2020 11:11:40 +0000Algebris InvestmentsAlex Lasagna (Deputy CEO) and Antonella di Chio (Deputy Head of NPL Strategies) discuss about the NPL market in Italy, the impact Covid-19 has been having on it and Algebris’s positioning.322alex,algebris,antonella,ceo,chio,economies,finance,italia,italy,lasagna,npl,podcast,strategiesfalsefullhttps://www.spreaker.com/episode/a-deep-dive-into-the-algebris-world--28347257What makes Algebris stand out, the expertise of the Algebris investment and research teams, its values and culture told by Davide Serra, Algebris Founder and CEO.]]>https://api.spreaker.com/episode/28347257Tue, 26 May 2020 10:33:33 +0000Algebris InvestmentsAlgebris, a global asset management firm with a team of over 100 professionals, has been offering diversified investment solution since 2006, historically focusing on financials. What makes Algebris stand out, the expertise of the Algebris investment...What makes Algebris stand out, the expertise of the Algebris investment and research teams, its values and culture told by Davide Serra, Algebris Founder and CEO.]]>193algebris,asset,ceo,davide,economic,economies,finance,global,investment,management,manager,reseaurch,serra,society,team,value,workfalsefullhttps://www.spreaker.com/episode/capitalism-post-covid-19--27773635https://api.spreaker.com/episode/27773635Wed, 20 May 2020 11:22:46 +0000Algebris InvestmentsThe pandemic accelerates history. New economic and policy trends will change the way capitalism looks, and investing will need to adapt.349accelerate,alberto,algebris,banks,capitalism,central,economic,economy,emergency,gallo,global,governments,health,history,impact,influence,investors,markets,pandemic,policyfalsefullhttps://www.spreaker.com/episode/coronavirus-what-challenges-for-the-eu--27755967Is Europe more united today than divided? What are the implications of this pandemic for European integration? Silvia Merler, Head of Research Algebris Policy & Research Forum comments on why this Covid-19 crisis will be the one that either makes or breaks Europe for real.]]>https://api.spreaker.com/episode/27755967Tue, 19 May 2020 12:40:30 +0000Algebris InvestmentsLatest updates and open issues in the most recent European debate. Is Europe more united today than divided? What are the implications of this pandemic for European integration? Silvia Merler, Head of Research Algebris Policy & Research Forum...Is Europe more united today than divided? What are the implications of this pandemic for European integration? Silvia Merler, Head of Research Algebris Policy & Research Forum comments on why this Covid-19 crisis will be the one that either makes or breaks Europe for real.]]>302algebris,bank,central,covid,credit,ecb,economies,esm,eu,europe,finances,impact,institution,interest,line,market,merler,pandemic,shock,supportfalse14fullhttps://www.spreaker.com/episode/coronavirus-the-eu-response--27755838ESM, Recovery fund, EU bonds – all you know and all you need to know. In this podcast, Silvia Merler, Head of Research Algebris Policy & Research Forum, provides a clear commentary on these high debated EU measures.]]>https://api.spreaker.com/episode/27755838Tue, 19 May 2020 12:40:21 +0000Algebris InvestmentsHow the European Union prepares to tackle the new economic crisis. ESM, Recovery fund, EU bonds – all you know and all you need to know. In this podcast, Silvia Merler, Head of Research Algebris Policy & Research Forum, provides a clear commentary...ESM, Recovery fund, EU bonds – all you know and all you need to know. In this podcast, Silvia Merler, Head of Research Algebris Policy & Research Forum, provides a clear commentary on these high debated EU measures.]]>346access,algebris,bonds,commission,covid-19,crisis,esm,eu,eurogroup,european,fund,gdp,investment,italian,market,merler,new,recovery,responsefalse13fullhttps://www.spreaker.com/episode/impact-of-the-covid-19-on-italian-gdp--27755723The first case of COVID-19 domestic transmission was reported in Italy on February 21st. Since then, the Italian government has implemented an increasingly stricter set of measures aimed at reducing the speed of contagion. Silvia Merler, Head of Research Algebris Policy & Research Forum, analyses the Italian scenario and summarises the estimates and views she further explores with her team in the latest Algebris Policy & Research Forum’s paper “COVID-19 IN ITALY. An early estimate of the impact on the economy”.]]>https://api.spreaker.com/episode/27755723Tue, 19 May 2020 12:40:09 +0000Algebris InvestmentsHow the Italian economy has been hit by Covid-19 (and how it could recover). The first case of COVID-19 domestic transmission was reported in Italy on February 21st. Since then, the Italian government has implemented an increasingly stricter set of...The first case of COVID-19 domestic transmission was reported in Italy on February 21st. Since then, the Italian government has implemented an increasingly stricter set of measures aimed at reducing the speed of contagion. Silvia Merler, Head of Research Algebris Policy & Research Forum, analyses the Italian scenario and summarises the estimates and views she further explores with her team in the latest Algebris Policy & Research Forum’s paper “COVID-19 IN ITALY. An early estimate of the impact on the economy”.]]>202activities,activity,algebris,covid-19,down,economic,economy,gdp,hotels,italian,merler,productive,restaurants,shut,storage,tourism,transportsfalse12fullhttps://www.spreaker.com/episode/a-new-crisis--27755563We have often heard “We are at war with the virus”.
In this podcast, Silvia Merler, Head of Research Algebris Policy & Research Forum, explains why the Covid-19 pandemic can not be associated with wars or crises as we usually intend them, while sharing possible recipes to tackle this new global crisis.]]>https://api.spreaker.com/episode/27755563Tue, 19 May 2020 12:36:32 +0000Algebris InvestmentsWhy the economic crisis caused by Covid-19 differs from any past wars, recessions and financial crisis. We have often heard “We are at war with the virus”. In this podcast, Silvia Merler, Head of Research Algebris Policy & Research Forum, explains...We have often heard “We are at war with the virus”.
In this podcast, Silvia Merler, Head of Research Algebris Policy & Research Forum, explains why the Covid-19 pandemic can not be associated with wars or crises as we usually intend them, while sharing possible recipes to tackle this new global crisis.]]>318activity,algebris,capital,covid-19,crisis,down,economic,economies,financial,fixed,global,investment,lock,merler,pandemic,quarantinesfalse11full