Podcasts from Tricio Investment Advisors

John Calverley, Tricio's Chief Economist, speaks with Gerry Celaya, Tricio's Chief Strategist about the Fed's rate cut, the BoE keeping rates steady, the ECB and upcoming BoJ and SNB meetings.

John Calverley, Tricio's Chief Economist, speaks with Gerry Celaya, Tricio's Chief Strategist, about our concerns over US governance issues. We talk about the intent of the government to have a stake in Intel and the risk to the Fed's independence.

John Calverley, Tricio's Chief Economist, speaks with Gerry Celaya, Tricio's Chief Strategist, about the implementation of US tariffs, the latest rate cut from the Bank of England and the strong GBP, the soft US economy and the outlook for the Fed and how higher rates are coming from the BoJ. We also talk Bank of Canada and the Canadian dollar!

James Chu, Head of Investment Solutions, speaks with Steven Goldin, a founding partner of Parala Capital, about actively managed ETFs. This is part 2 of 2.

James Chu, Head of Investment Solutions, speaks with Steven Goldin, a founding partner of Parala Capital, about actively managed ETFs. This is part 1 of 2.

In this podcast John Calverley, Trico's Chief Economist discusses our Economics for Investment Q3 2025 and the focus on why US bond yields have risen despite the Fed rate cuts.

John Calverley, Tricio's Chief Economist, speaks with Gerry Celaya, Tricio's Chief Strategist, about the upcoming ECB and Bank of Canada meetings. We also mull over the US court decision on Trump's tariffs and what this uncertainty means for the economy and FX markets. We also focus on Japanese bond yields, and the risk of USD/JPY falling to Y110!

John Calverley, Tricio's Chief Economist, discussed our latest Economics for Investment outlook. We cover tariffs, the Mar-a-Lago accord and potential risks and opportunities in equity and bond markets!

John Calverley, Tricio's Chief Economist, speaks with Gerry Celaya, Tricio's Chief Strategist, about the uncertainty surrounding the FX market at the moment. We talk Fed, BoE, BoJ, BoC and Trump tariffs! We also note that our USD forecasts have done well so far as the 'sell the fact' trade is unfolding, more ahead?

John Calverley, Tricio's Chief Economist, speaks with Gerry Celaya, Tricio's Chief Strategist about FX markets. It has been a volatile start to the year, and it is likely to continue!

John Calverley, Tricio's Chief Economist, speaks with Gerry Celaya, Tricio's Chief Strategist, about the US economic outlook under Trump II and the FX outlook for 2025. Embrace the chaos may be our mantra for the coming year!

Tricio's Chief Economist John Calverley speaks with Gerry Celaya, Tricio's Chief Strategist, about FX markets ahead of a slew of US data, the UK Budget and the US election.

Tricio's Chief Economist, John Calverley, speaks with Gerry Celaya, Tricio's Chief Strategist, about FX markets after the Fed's big rate cut. We talk EUR/USD, GBP/USD and USD/JPY and our outlook for the CNY.

Tricio's Chief Economist, John Calverley, discusses his outlook for the Fed's terminal rate with Gerry Celaya, Tricio's Chief Strategist. As the Fed is set to start their rate cut cycle, where might fed funds end up at the end of the process? Inflation, growth, China, commodity prices, bond yields and equity market valuations are all in play!

Tricio's Chief Economist, John Calverley, discusses the potential implications of the Democrats sweeping the upcoming election with Gerry Celaya, Tricio's Chief Strategist. We also talk about food price caps and budget deficits!

Tricio's Chief Economist, John Calverley, speaks with Gerry Celaya, Tricio's Chief Strategist, about the big yen move that saw our 3-month USD/JPY target met in a few weeks! We also discuss our Fed, ECB, BoE and BoJ rate move expectations and outlooks for major FX rates. Will Cable meet our $1.40+ 12-month outlook?

Tricio's Chief Economist, John Calverley, speaks with Gerry Celaya, Tricio's Chief Strategist, about currency markets after the Bank of Canada, ECB and SNB rate cuts. The focus is on when the Fed may lower rates, and will the BoJ nudge rates higher again in July?

Tricio's Chief Economist, John Calverley, speaks with Gerry Celaya, Tricio's Chief Strategist, about the upcoming Bank of Canada, ECB, Fed, BoJ, BoE and SNB meetings and the chances of anything happening!

Tricio's Chief Economist, John Calverley, speaks about his outlook for the UK economy and the implications for the Bank of England. Rate cut in the summer and more before the end of the year?

Tricio's Chief Economist, John Calverley, speaks with Gerry Celaya, Tricio's Chief Strategist, about the 'hot' CPI reading seen in the US this week and what this means for our Fed outlook.

This podcast is our 14 March 2024 webinar which we hope that many of you enjoyed. For those that couldn't make it, John Calverley, Tricio's Chief Economist, and Gerry Celaya, Tricio's Chief Strategist, discuss elections, rate moves and FX outlooks.

Tricio's Chief Economist, John Calverley, discusses with Gerry Celaya, Tricio's Chief Strategist, how the current bout of USD strength may not persist in 2024. We look at the EUR/USD. USD/JPY, GBP/USD, USD/CNY and even the TRY!

Tricio's Head of Investment Solutions, James Chu, has a fascinating chat with Steven Goldin, a founding partner of Parala Capital. They discuss the benefits and potential pitfalls of portfolio theory and asset allocation along with the difference between beta and alpha and some of the things to look out for in fund manager selection.

Tricio's Chief Economist, John Calverley, talks central banks, economic activity and inflation with Gerry Celaya, Tricio's Chief Strategist as we look forward to 2024! We also talk about previous 'Goldilocks' scenarios in US Fed history and wonder if 2024 will be a very volatile year for FX markets!

Tricio's Chief Economist, John Calverley, discusses the outlook for the US, Eurozone, UK, Japanese and Chinese economies. Rate differentials have been a driver for FX moves in 2023 and are likely to be key in 2024. Will our weaker USD outlook vs. the major FX rates work in 2024?