Podcasts from Tricio Investment Advisors

In this podcast Tricio's Chief Economist, John Calverley, discusses our Q3 2026 EFI. The focus is on AI and the effect on interest with the global outlook on riding the AI boom. For further information on our research please contact us at info@tricio-advisors.com

In this podcast James Chu and Stephen Goldin discuss some of the recent results that the AlphaPredictor fund selection tool highlighted in North America and Emerging market funds.

In this second of three podcasts about our AlphaPredictor fund selection tool, James Chu and Stephen Goldin explore the importance of measuring the 'time varying alpha' (macro alpha) of fund managers.

In this podcast James Chu and Stephen Goldin follow up on the development of the AlphaPredictor fund selection tool and how it is useful. Part 1 of 3

In this podcast John Calverley, Tricio's Chief Economist, discusses the April CPI and PPI hot prints with Gerry Celaya, Tricio's Chief Strategist.

In this podcast John Calverley, Tricio's Chief Economist, James Chu, Head of Investment Solutions and Gerry Celaya, Chief Strategist, talk about political uncertainty in the UK and gilt yield market risks and opportunities!

In this podcast James Chu, Head of Investment Solutions at Tricio Investment Advisors, discusses our new AlphaPredictor fund selection tool with Steven Goldin, partner at Parala Capital. Confessions of two fund analysts!

In this podcast Tricio's James Chu, Head of Investment Solutions, speaks with Steven Goldin, Managing Partner at Parala Capital LLP about our new joint service, AlphaPredictor.

In this podcast Tricio's James Chu, Head of Investment Solutions, speaks with Steven Goldin, Managing Partner at Parala Capital LLP about our new joint service, AlphaPredictor.

In this podcast John Calverley, Tricio's Chief Economist, discusses our latest Economics for Investment quarterly publication for Q2 2026.

In this podcast John Calverley, Tricio's Chief Economist and Gerry Celaya, Tricio's Chief Strategist, discuss the effects of the US war on Iran on central bank outlooks and markets.

In this podcast we discuss AI productivity and profit ideas, key sectors and shares and what this may mean for the economy. Bubble? James Chu, Head of Investment Solutions leads the discussion with John Calverley, Chief Economist and Gerry Celaya, Chief Strategist.

In this podcast James Chu, Head of Investment Solutions, leads our discussion after the big election win for PM Takaichi. John Calverley, Chief Economist and Gerry Celaya, Chief Strategist join James in looking at the economy, equities, bonds and the JPY.

In this podcast John Calverley, Tricio's Chief Economist, speaks with Gerry Celaya, Tricio's Chief Strategist about the Fed, EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CNY and USD/CAD.

In this podcast John Calverley, Tricio's Chief Economist, discusses the main points of our latest Economics for Investment (EFI) flagship quarterly publication.

In this podcast John Calverley, Tricio's Chief Economist, discusses the outlook for the Fed, ECB, BoE and BoJ and our USD view for 2026! Happy holidays everyone, and Best Wishes for a happy, healthy and wealthy 2026 from Tricio!

In this podcast John Calverley, Tricio's Chief Economist, discusses his Under the Bonnet column in our November 2025 Monthly Insights which looks at Lending to Shadow Banks in the US. Investors who worry about equity markets being at a late stage of this cycle, this is another potential warning sign.

In this podcast James Chu, Head of Investment Solutions, joins John Calverley, Chief Economist, and Gerry Celaya, Chief Strategist, in discussing FX markets. We look at the Fed meeting tomorrow and the risk of a near term 'hawkish' cut, and the medium term risk of rates being lower than they 'should be'. We also look at the ECB and EUR, the BoJ and Yen and BoE and GBP. Gold and our...

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!