Best GlobalCapital Podcasts (2025)

1
How the capital markets can rearm Europe 34:04

4d ago34:04

34:04

Send us a text ◆ Using the bond market to boost European security ◆ Africa nears sovereign debt stabiliser ◆ Sterling's ESG problem With the new US government reasserting its belief that Europe needs to provide more of its own security this week, attention has turned once again to how to pay for it. We discuss the various ideas in play, from settin…

1
Team Trump turns gaze on MDBs 47:43

11d ago47:43

47:43

Send us a text ◆ Trump orders review of US involvement in multilateral development banks ◆ What's driving Reverse Yankee issuance? ◆ Deutsche Bank sparks new controversy in AT1 capital Among many of the executive orders Donald Trump has signed since he became US president for the second time was one which ordered a review of the country's involveme…

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Your bonus explained, HSBC shuts up (some of the) shop 44:38

19d ago44:38

44:38

Send us a text ◆ Why you got paid what you got paid ◆ Insider reveals what really goes on when bonuses are allocated ◆ HSBC winds down M&A and ECM We lift the lid on how bonuses are allocated in investment banking from the top table to the lowliest analyst. Our columnist, Craig Coben, who spent many years as a senior equities banker at Merrill Lync…

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The European Union: the future of a bond market behemoth 54:28

26d ago54:28

54:28

Send us a text ◆ Riso and Ruhl on the development of the market's biggest new bond issuer ◆ Beyond NextGeneration EU: can the bloc fund defence? ◆ The campaign for sovereign-like borrower status The European Union is the highest profile bond issuer in the market. In response to the pandemic, it ramped up its borrowing to fund member states' recover…

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What Trump 2.0 Means 1:02:56

26d ago1:02:56

1:02:56

We are thrilled to share the replay of Democracy at Work and The Left Forum's special live, in-person Global Capitalism event, held this past Saturday at Women Building Up (WBU). Professor Wolff gave his thoughts and analysis on what the new Trump Presidency means and how we may react. Special messages to our audience: Please help sponsor Global Ca…

1
What Trump 2.0 Means 1:02:56

26d ago1:02:56

1:02:56

We are thrilled to share the replay of Democracy at Work and The Left Forum's special live, in-person Global Capitalism event, held this past Saturday at Women Building Up (WBU). Professor Wolff gave his thoughts and analysis on what the new Trump Presidency means and how we may react. Special messages to our audience: Please help sponsor Global Ca…

1
New recruit joins the SSA market 38:29

1M ago38:29

38:29

Send us a text ◆ How the bond market will drive CCMM to provide more climate tech cash ◆ Multilateral development bank hybrid capital — and may have found its niche ◆ Covered bond market roars back to life but will it last? The CIF Capital Markets Mechanism (CCMM) priced its first bond this week. The issuer is raising money so that the Climate Inve…

1
Perfect storm hits sterling bond market 34:34

1M ago34:34

34:34

Send us a text ◆ Gilts rocked on macro fears but sterling bond issuance booms ◆ Just how much of a basket case is the UK anyway? ◆ Debt-for-nature swaps blossom This has lead to references in the press to the 2022 Gilt crisis, which the Conservative government caused with its notorious mini-budget of tax cuts to be fuelled through Gilt issuance. Th…

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The investment banks to watch in 2025 36:49

2M ago36:49

36:49

Send us a text ◆ The sheep and the goats in UK water ◆ How EM loses assets but gains deals ◆ US corporates lean to euro bonds Investment bankers feel like they're on the verge of something good: a boom year in 2025 of mergers and acquisitions, by both corporate and private equity firms, and all the debt and equity financing that goes with it. The U…

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GlobalCapital's Review 2024 | Outlook 2025 podcast 35:46

2M ago35:46

35:46

Send us a text ◆ How to fund Europe ◆ What market experts think is going to happen next ◆ The EU to embark on biggest six-month funding spree The European Union shapes up poorly compared to its rivals when it comes to growth and competitiveness. Former ECB president and Italian prime minister Mario Draghi believes the bloc needs €800bn of investmen…

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Would you rather give your money to France or Louis Vuitton? 39:14

3M ago39:14

39:14

Send us a text ◆ French government collapse scrambles bond market ◆ What next for French corporate, FIG, covered bond and public sector bond issuers? ◆ ECB Trials on distributed ledger technology: the verdict The long-running saga of the peril of the French public purse took a new twist this week as the country's government collapsed over budget wr…

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Barnier, budgets and other barneys 35:02

3M ago35:02

35:02

Send us a text ◆ French bond issuers' tough time ahead as PM fights to get budget through ◆ Trump tough talk on tariffs' threat to emerging markets ◆ Investors give IPO sellers the silent treatment There are barneys - quarrels to those unfamiliar with British slang - breaking out all over the place and capital markets are caught in the crossfire. I…

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SSA pricing, German banks and commercial property risk, corporate hybrid spree 30:04

3M ago30:04

30:04

Send us a text ◆ The challenge for SSA issuers next year ◆ German banks and the commercial property millstone ◆ Hybrid hot streak explained SSA bonds in euros have widened against swaps by quite some way in recent months. That will present a big challenge for the asset class's smaller issuers next year. We explain how the market will find a new cle…

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The U.S. Election and Trump 2.0 in Historical Perspective [November 2024] 1:17:48

3M ago1:17:48

1:17:48

The U.S. Election and Trump 2.0 in Historical Perspective Topics Include: The overdetermination of the vote The new government Persistent problems of a declining empire Co-sponsored by Democracy at Work and Left Forum Special messages to our audience: Please help sponsor Global Capitalism by becoming a monthly donor to Democracy at Work. Go to our …

1
The U.S. Election and Trump 2.0 in Historical Perspective [November 2024] 1:17:48

3M ago1:17:48

1:17:48

The U.S. Election and Trump 2.0 in Historical Perspective Topics Include: The overdetermination of the vote The new government Persistent problems of a declining empire Co-sponsored by Democracy at Work and Left Forum Special messages to our audience: Please help sponsor Global Capitalism by becoming a monthly donor to Democracy at Work. Go to our …

1
US ESG: orange vs green follows red vs blue 34:25

3M ago34:25

34:25

Send us a text ◆ Donald Trump’s threat to ESG finance in the US ◆ Why ‘woke capitalism’ won’t be put to bed ◆ UK auto ABS faces up to compensation crisis One of the biggest areas of conflict in US politics over the next four years — and indeed, over the past four — will be over environmental, social and governance matters. Donal Trump’s administrat…

1
It's the politics, stupid 26:47

3M ago26:47

26:47

Send us a text ◆ Trump triumphs, Scholz slumps, rates roil ◆ Credit issuers off to the races ◆ Rates issuers contend with unprecedented Bund-swap inversion The underlying movements between benchmark rates and bond yields are rocking the capital markets. Why? Well, this week the blame could be laid squarely at the door of politics. Donald Trump's re…

1
Emerging markets brace for US election 31:17

4M ago31:17

31:17

Send us a text ◆ What Trump or Harris mean for EM sovereign issuers ◆ The outlook for UK capital markets after the Budget ◆ Creditors turn on each other in Thames Water saga In a year of elections, now comes the big one — the US votes on November 5 for either Kamala Harris or Donald Trump as its next president. Whoever wins, and whichever of the De…

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Is HSBC about to power up in investment banking? 41:32

4M ago41:32

41:32

Send us a text ◆ New CEO revamps HSBC to be leaner and meaner ◆ What markets think of idea to make UK water sector non-profit ◆ The swap spread dynamic hammering SSA bonds New HSBC boss Georges Elhedery is restructuring the bank. It's what new CEOs do; and it has certainly been tried at HSBC before, with mixed results. But plenty of people think th…

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The Rockefeller swank 27:09

4M ago27:09

27:09

Send us a text ◆ Iconic NYC spot powers CMBS revival ◆ Gilt market braces for Labour Budget ◆ Banks plan bonds for November undaunted by US election The US CMBS market lapped up its biggest deal of the year this week, backed by loans on New York's famous Rockefeller Center. We look into what the deal tells us about the revival of offices and the pi…

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UK leads charge to T+1 but brews up a storm 33:24

4M ago33:24

33:24

Send us a text ◆ T+1 is coming but is it worth the hassle? ◆ Despite appearances, bank bond issuers are not getting it all their own way ◆ Where the EU slots into the reshuffled SSA pack The UK has launched a draft framework for settling securities trades a day after deals are done — T+1 settlement. The EU is expected to follow, with both markets a…

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Core blimey! Eurozone govvie bond pecking order upended 31:46

5M ago31:46

31:46

Send us a text ◆ The new pecking order in eurozone government bonds ◆ Can the bond market build Britain? ◆ UniCredit v Commerzbank: after Orcel's gambit, the Orlopp defence Everything you thought you knew about eurozone government bonds is wrong. Well, maybe not quite everything but certainly big shifts have taken place in how the market views the …

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Too much of a good thing? 46:24

5M ago46:24

46:24

Send us a text ◆ Emerging market and financial institution bonds on fire after Fed cut ◆ Huge demand spurs massive issuance ◆ But signs of weakness appear in corporates and public sector bonds Markets were unsure what they wanted from the Federal Reserve, but the 50bp rate cut it doled out last week turned out to be just the ticket. In credit marke…

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Deutsche’s three bad options 49:10

5M ago49:10

49:10

Send us a text ◆ The new rate cycle begins at last ◆ Can Deutsche Bank avoid being overtaken by UniCredit? ◆ Carmakers in trouble ◆ The DLT help no one wanted UniCredit’s stealth raid to grab 9% of Commerzbank last week threatens Deutsche Bank’s historic primacy in German banking. What can Deutsche CEO Christian Sewing do about it? We discuss three…

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European unions 41:29

5M ago41:29

41:29

Send us a text

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West in Turmoil 2024: Big Elections, Big Social Changes 57:55

5M ago57:55

57:55

West in Turmoil 2024: Big Elections, Big Social Changes Topics Include: Harris vs Trump: civil and class struggles converge Western Europe: UK elections = collapse of conservative votes, French elections = death of political center Germany elections = rise of fascist Right and of “Bundnis Sahra Wagenknecht” Special messages to our audience: Please …

1
West in Turmoil 2024: Big Elections, Big Social Changes 57:55

5M ago57:55

57:55

West in Turmoil 2024: Big Elections, Big Social Changes Topics Include: Harris vs Trump: civil and class struggles converge Western Europe: UK elections = collapse of conservative votes, French elections = death of political center Germany elections = rise of fascist Right and of “Bundnis Sahra Wagenknecht” Special messages to our audience: Please …

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Picking a vintage bond syndication from a duffer 37:46

6M ago37:46

37:46

Send us a text ◆ Corporate bond issuers swarm on new measure of success to chagrin of their banks ◆ An utter riot at one end of the credit spectrum for bank debt... ◆ ... while investors take their sweet time at the other end Issuers in the European corporate bond market are beginning to fixate on the amount they are able to move pricing in their f…

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The first Samurai: September survival 28:52

6M ago28:52

28:52

Send us a text ◆ Slovenia debut emblematic of issuers tapping Japanese market despite carry trade chaos ◆ Being all things to all investors in the covered bond market ◆ Corporate issuers keep it short and sweet This week we take an in-depth look at the techniques bond issuers are using in the race to get as much funding done before the US election.…

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Autumn comes early to bond market 32:55

6M ago32:55

32:55

Send us a text ◆ Why benchmark issuance has resumed earlier than usual ◆ What lies ahead for capital markets ◆ African issuers switch out of loans to bonds Unpredictable weather is increasingly a feature of modern times. Indeed, as GlobalCapital recorded this week's show, summer appeared to have ended abruptly in its corner of the UK, with distinct…

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The UK bonus episode 37:59

6M ago37:59

37:59

Send us a text Banks have started to reveal how they will restructure the pay of front office staff following the removal of the bonus cap in the UK. We investigate who will benefit from the new rules (spoiler alert: it's probably the banks). Recent market volatility has thrown up opportunities for corporate issuers. Firstly, we discuss why we are …

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'And here history rattled over the points' 20:09

6M ago20:09

20:09

Send us a text ◆ Issuers and investors look for clues after violent price swings ◆ Which borrowers will lead autumn deal spree ◆ How pricing has shifted in primary market There are moments that change what is to come. When poor US employment data and corporate earnings, and a rise in Japanese interest rates last week sent the markets into a tailspi…

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Slovenia takes the lead in blockchain bonds 25:20

7M ago25:20

25:20

Send us a text ◆ First eurozone government sells bond on distributed ledger ◆ The rate cutting wheel turns faster Making innovations a reality is partly about who does them, so the first eurozone sovereign issuer selling a bond on a blockchain is a milestone that takes the market up a notch in credibility. GlobalCapital’s reporters discuss their fi…

1
Why Ukraine wants to pay investors again 41:55

7M ago41:55

41:55

Send us a text ◆ Ukraine restructures $20bn of bonds ◆ Excitement in digital bonds ◆ Is UK water going down the plughole? Swiftly after Ukraine was invaded by Russia, it agreed a two year suspension of debt service with bond investors. That expires on August 1. While many thought Ukraine would negotiate an extension, it has chosen instead to do a f…

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The new big thing in ESG capital markets 44:20

7M ago44:20

44:20

Send us a text ◆ UN circles banks on circular economy ◆ Topping out on Turkey ◆ CLOs: summer recess or summer resets? ESG capital markets are undergoing another revolution. The UN is beckoning banks to police their corporate clients' transition to being part of the circular economy. But what is the circular economy and are other shapes available? H…

1
Is Paris in peril? 43:38

7M ago43:38

43:38

Send us a text ◆ Political shift threatens Paris's growing status ◆ The liberation of securitization in Europe as Macron weakened ◆ Bond issuance returns, mostly As new parliaments form after the EU, UK and in particular, French elections, we uncover how, despite each poll resulting in the widely expected outcome, capital markets might never be the…

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The Decline of the US Empire [July 2024] 1:08:39

7M ago1:08:39

1:08:39

The Decline of the US Empire Topics: Military Losses: Vietnam, Afghanistan, Iraq, Ukraine Economic Losses: The Rise of BRICS Political Losses: Israel, Sanctions The Decline of US Capitalism: What Next? Special messages to our audience: Please help sponsor Global Capitalism by becoming a monthly donor to Democracy at Work. Go to our website to learn…

1
The Decline of the US Empire [July 2024] 1:08:39

7M ago1:08:39

1:08:39

The Decline of the US Empire Topics: Military Losses: Vietnam, Afghanistan, Iraq, Ukraine Economic Losses: The Rise of BRICS Political Losses: Israel, Sanctions The Decline of US Capitalism: What Next? Special messages to our audience: Please help sponsor Global Capitalism by becoming a monthly donor to Democracy at Work. Go to our website to learn…

1
Debt and democracy — how polls, politics and protest weigh on capital markets 22:12

8M ago22:12

22:12

Send us a text ◆ UK ousts Tories from power... ◆ ... setting up final round of French elections as only bar to primary market revival ◆ EM debt restructurings: balancing what creditors demand with what voters need This week, we looked once again at the intersection of politics and capital markets. The Labour Party, as predicted, won the UK general …

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The mutual savings bank that loves M&A 41:56

8M ago41:56

41:56

Send us a text ◆ Natixis’s sometimes requited love affair with elite M&A bankers ◆ What the French election could to ESG, and to the bank bond market When a posse of high-powered Paris dealmakers threatened to walk out of Natixis because they were being treated like “just another employee”, rivals said ‘I told you so’. They were sure Natixis’s uniq…

1
FIG market seeks way past French impasse 47:23

8M ago47:23

47:23

Send us a text ◆ Banks need a bond market leader, just not a French one ◆ From Golden Goose to lame duck ◆ CMBS problems, rise of solar ABS Europe's banks have been unwilling or unable to issue bonds since French president Emmanuel Macron sent the markets into a tailspin a couple of weeks ago by calling parliamentary elections. We explain why the u…

1
Things fall apart 43:08

8M ago43:08

43:08

Send us a text ◆ Politics panic slaps SSAs, FIG but what of corporate bonds? ◆ EU denied its wish ◆ Introducing Primary Market Monitor Well, you can't say we didn't warn you. On last week's show we talked about European elections and the likelihood of volatility following the ECB's historic rate cut. Et voila! French president Emmanuel Macron's dec…

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Taking the pulse of European securitization 52:00

9M ago52:00

52:00

Send us a text ◆ Private credit, regulation and cuddly toys at Global ABS in Barcelona ◆ What the European parliamentary elections mean for EU bonds and Capital Marekts Union ◆ Will volatility follow the ECB's historic rate cut? The incursion of private credit into the securitization market, and how securitizations are regulated, were two of the bi…

1
A tale of two issuers: South Africa and Saudi Arabia 35:36

9M ago35:36

35:36

Send us a text ◆ Which banks sell in run-up to rate cuts ◆ South Africa election and the bond market ◆ Saudi Arabia leaves peers behind Rates volatility returned to the European FIG market this week. We ask what credits investors are buying ahead of a key ECB monetary policy meeting, when it is expected to cut interest rates, and why. South Africa'…

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The trouble with Capital Markets Union, EMEA investment banking and EM bonds 40:58

9M ago40:58

40:58

Send us a text ◆ Capital Markets Union: gauffre it ◆ The EMEA investment banking riddle ◆ Why EM bond investors keep buying deals that end up under water Mairead McGuinness, the European Commissioner for financial services, financial stability and Capital Markets Union urged those attending the International Capital Markets Association's conference…

1
Blockchain bonds on the launchpad as Macron touts big bank M&A 48:34

9M ago48:34

48:34

Send us a text ◆ A pivotal moment for digital capital markets ◆ Who really benefits from bonds on the blockchain? ◆ FIG M&A in Europe There is no shortage of evangelists for digital capital markets. But adoption of bonds on the blockchain has been slow, not least because it hasn't always been obvious what problem the tech is solving, or how it can …

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From the one that has the market abuzz to the one with 'war next door' — why airline IPOs are stacking up 28:56

10M ago28:56

28:56

Send us a text ◆ Etihad to lead fleet of airline listings as IPO market and aviation sector blossom ◆ Air Baltic's historic coupon ◆ Open season for bank AT1s An airline IPOs are a rare bird. In the last nine years, there have been three. The industry has rebounded from Covid, however, as UAE carrier Etihad's results proved this week and now it and…

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A Marxist Critique of Capitalism for 2024 [May 2024] 59:11

10M ago59:11

59:11

A Marxist Critique of Capitalism for 2024 - Core Issues: Labor, Surplus, Exploitation - Inequality and Injustice - Instability: Cycles and Crises - Alternatives to Capitalism Co-sponsored by Democracy at Work and Left Forum Special messages to our audience: Please help sponsor Global Capitalism by becoming a monthly donor to Democracy at Work. Spec…

1
A Marxist Critique of Capitalism for 2024 [May 2024] 59:11

10M ago59:11

59:11

A Marxist Critique of Capitalism for 2024 - Core Issues: Labor, Surplus, Exploitation - Inequality and Injustice - Instability: Cycles and Crises - Alternatives to Capitalism Co-sponsored by Democracy at Work and Left Forum Special messages to our audience: Please help sponsor Global Capitalism by becoming a monthly donor to Democracy at Work. Spec…

1
A May Day 2024 Special [May 1st, 2024] 58:50

10M ago58:50

58:50

Today we offer a very special Global Capitalism special in honor of “May Day” Today's May Day Special, a collaborative effort with long-time contributor Charles Fabian, opens with the major causes for why May Day 2024 is so special. These include the fact that the great crash of global capitalism in 2008-2009 shook the world in ways that include sh…

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