The Moses and Methuselah Podcast

Summary Peter and Jonathan take stock of the financial markets after the Federal Reserve raises interest rates yet again and debate the possible impact of artificial intelligence in the short and longer term. 00:32 - Nearing the end of the rate hike cycle? 02:54 - Indicators of a soft landing 06:43 - Increasing optimism 08:12 - The bond market in a soft landing 13:18 - A change in global financial...

Summary As central banks wrestle with the "trilemma" of balancing the risks of inflation, recession and financial stability, Jonathan and Peter debate whether the bond market is giving us an accurate taste of what is to come. 00:32 - The first six months of the year 03:33 - Pundits predicting the market 10:25 - Getting inflation wrong 15:53 - Bond market signals 19:51 - Pricing in a trilemma 24:37...

Summary The collapse of Odey Asset Management, a high profile London hedge fund business, following allegations about the behaviour of its founder Crispin Odey, raises a number of important questions - about the management of private firms, the treatment of women in the workplace and the role of the media and regulator in financial services. Peter and Jonathan talk through the issues in our latest...

Summary We return to the issue of Brexit - what impact has it had on the UK and the EU, both economically and politically? We compare our different perspectives, one UK-based, the other Eurocentric. 00:32 - Welcome back 06:32 - UK and European cultural differences 10:58 - Trends in the UK since Brexit 16:53 - The need for reform in the UK's political system 20:45 - Migration 25:13 - A new referend...

Summary In our latest edition Peter and Jonathan discuss the likely impact on the bond market of tighter credit conditions and the potential failure of Congress and the Biden administration to agree to an increase in the Federal debt ceiling in the United States. Are these issues in the price already? 00:32 - Welcome back 01:19 - Credit conditions 05:53 - Bond yields and recession 08:24 - Commerci...

Summary In the latest episode Peter and Jonathan, quoting Warren Buffett liberally, take a look at the dynamics of the fund management business, the factors that make for a successful long term relationship between investors and the stewards of their money and the reasons why in a sales-driven industry mutual happiness is only achieved by a minority of firms. 00:31 - Welcome back 01:15 - The impor...

Summary Equity and bond markets have stabilised after the banking tremors we saw in March, but bond investors remain convinced that inflation and future interest rates will come back down to earth more quickly than many vocal market pundits think. Peter and Jonathan are not entirely agreed on how this will all play out and continue their debate on this issue, while agreeing that as credit conditio...

Summary The authorities may have averted a new global banking crisis for now by their handling of Silicon Valley Bank and the rushed shotgun marriage that handed Credit Suisse to fellow Swiss bank UBS, but there will be plenty of ramifications for the financial markets to absorb. In their latest podcast, now appearing fortnightly, Peter Seilern and Jonathan Davis discuss the causes of the bank fai...

Join Jonathan and Peter as they discuss the collapse of SVB and what this means for the global banking sector.

Peter and Jonathan discuss the current US bond markets.

Jonathan and Peter discuss recent geopolitical events and their impact on the markets.

Jonathan and Peter discuss markets.

Peter and Jonathan discuss the attitude of the central banks at this time..

Peter and Jonathan discuss the market response to this week's current affairs.

Peter and Jonathan discuss current events and their repercussions on the markets.

Jonathan and Peter discuss the impact of the war on current markets.

Join Peter and Jonathan for another discussion on global current events.

Join Peter and Jonathan as they discuss recent developments and alternative perspectives on the events in Ukraine.

Peter and Jonathan discuss the situation in Ukraine as it continues to unfold..

Join Peter and Jonathan as they continue to discuss the influence of Vladimir Putin on the financial markets.

Jonathan Davis and Peter Seilern discuss Putin and Russia and offer some interesting perspectives on both.

Peter and Jonathan discuss the nuances of growth in the markets at this time.

Peter and Jonathan discuss confusing trends in the financial markets.

Jonathan and Peter return for a third series, starting with a discussion on what influence, if any, politics at the national level and geopolitics at the world level have on financial markets.

Esteemed Hollywood actor, author, director and film-maker, Rupert Everett, joins Jonathan and Peter in a revealing and intimate conversation about life on and off the camera.