Markets Happy Hour Podcast with Aoifinn Devitt

In this week's Markets Happy Hour Podcast we examine a week that has been a little lack luster for equities as tariff U-turns continue, the geopolitical picture remains murky and as divergence on inflation and interest rates create unexpected openings for non-US assets.

We look to the potential penalties for non-US investors holding US investments that are buried in the Big Beautiful Bill and ask whether we can take non-US inv...

In today's Markets Happy Hour Podcast we ponder whether the prevailing narrative in the new market era is less a long-form narrative, and more a series of Youtube shorts - short vignettes which can literally capture the mood of a day, and then fizzle out entirely.

A case in point was the changing of the narrative around the judicial ruling that seemed to "void" the tariffs of the Trump administration (the US Court of Internatio...

This week's podcast is coming to you a day late due to a typical May milestone - a high school graduation. It was fortuitous though as it enabled us to capture the latest development in tariffs, a new threat against the EU in the form of 50% tariffs, a move that send EU stocks into a late week tailspin.

Other developments include the Big Beautiful Tax Bill passing the house, and we analyze what this means for the fiscal deficit...

In this week's podcast we reflect on what some commentators have described as a "fever dream" - the essential round trip of US markets since the beginning of the year, whereby they have recently made up lost ground - despite tremendous month to month and intra-week volatility. So should we proceed as if the past few months - including the post Liberation day crisis - never happened?

We first look at the hard data - inflation is ...

In today's slightly shorter podcast - due to a pending Bloomberg appearance - we discuss the transition from the tariff setting stage to the deal-making stage and markets have responded with enthusiasm.

The deals to date - when probed - may have over-promised and under-delivered though, and there may be little "there" there, upon examination. For example in the US/UK deal it seems to have been restricted to cars and metal on the...

In today's markets happy hour podcast we ask whether the swing from American Exceptionalism to Sell USA is another swing of the pendulum which has gone too far too fast.

The podcast was recorded with a mixed audience of European investors and US investors in Europe at a conference, so we had a unique opportunity to discuss macro conditions on the ground in Europe and the reason for the relatively resilient bounce back in econom...

It has been a slightly less eventful week this week than last week, but it has still been characterized by a flooding of the zone from court disputes, immigration disputes, defunding of Ivy League institutions, unresolved trade negotiations, to interest rate cuts and pauses. The atmosphere has been charged as the rhetoric has increased, particularly between the president and the Chairman of the Federal Reserve.

Recession chatte...

In this LIVE Markets Happy Hour Podcast, which we hosted at Towson University in Baltimore, we hosted a group of industry professionals and finance students from Towson University and Loyola University. It has been a tumultuous week, and we reflected on the fact that this was the third podcast of the week, each one responding to a new twist in news flow.

As of the markets close on Thursday April 10, we discussed the reprieve i...

We are back with another Markets Happy Hour Podcast today to discuss the recent movements in the prevailing trade war as both sides up the ante. And now the US Treasury as well as other long term government bonds around the world have entered the chat . . they are selling off, undermining the previous good news that lower rates suggested and leading to conspiracy theories as to why.

We examine the status of the US dollar and US ...

Tune in for today's Markets Happy Hour Podcast in which we discuss the dramatic developments since the tariff announcement on April 2, as we parse market reaction - separate the pre-existing conditions from the new ailment facing markets, and the medicine which the markets just received.

We argue that the medicine is more akin to an amputation - a limb - or that of international trade as we knew it, sourcing goods from countries...

What a day we chose to hold our once rescheduled Markets Happy Hour Podcast in Dallas. We were hosted in the glorious surroundings of Old Parkland in the Executive Board Room and enjoyed a dialogue with a broad audience of family office investors, real estate, oil and gas and private credit experts.

We naturally talked about tariffs - a lot, and showed slides that show that the recent tariffs will lead to the highest effective ...

In this week's Markets Happy Hour Podcast - which comes to you from over the Canadian Border and Banff, Alberta - we discuss the brewing uncertainty as the market quarter nears. In what has been the worst quarter for the S&P since 2023 we have wrestled with an unprecedented volume of news flow, noise - some of which even contains some "Signal".

We look at the inflation numbers within the US which are not quite as reassuring...

In this very special Live Markets Happy Hour Podcast we gathered in Charlotte, North Carolina, at the Sunflower Baking Company, Koda location to discuss whether markets were detoxing on the way down from their sugar high, and how not everyone was feeling the pain globally.

With the benefit of an audience that spanned business owners, healthcare professionals, asset owners and asset managers, we discussed inflation, the reaction ...

In today's podcast - much abbreviated due to travel logistics - we get to the heart of the recent market downturn, the uncertainty coursing through markets and why it is damaging, as well as the surge in interest in European stocks - value stocks in particular.

Gold is riding high amid this uncertainty, while domestic political (government shutdown) drama continues to add to the flurry of noise.

We attempt to add some pers...

In this second live series in as many weeks, we reflect on the recent volatility around tariff news, and with the benefit of two audience members focused on, respectively, emerging markets public equities and private equity and venture capital, we discuss how this uncertainty is being felt and acted upon.

Europe seems to be experiencing a renaissance of sorts this week - with an indication of the release of Germany's fiscal brak...

In this week's live Markets Happy Hour Podcast, we traveled to Tampa, Florida, and were privileged to share insights from post-hurricane recovery and consumer sentiment on the ground, as well as observations from professionals who focus on private debt and venture debt.

We started with a discussion of recent market developments - what some have termed Trump 2.1. The fall in the 10 year yield, the dollar and the oil price may s...

In this week's Markets Happy Hour Podcast we come to you from Europe, and do a deep dive into that region - its stock market and its prospects. In Europe, as is the case elsewhere, there is a bit of reeling from the clear conclusions both from the Munich security conference and its aftermath - that the transatlantic alliances as we had known them for the last few decades no longer exist.

This new world order will take some time...

This week's podcast comes to you one day late - on Valentine's Day - due to travel, but is this love we feel in the Air? Hardly . . there is rather a sense of inundation with government policies, geopolitical surprises and unconventional developments that has led the sense of a new "abnormal".

An unwelcome US inflation print - 3% annualized - in January initially sent markets into a negative tailspin with stocks falling and th...