Need to Know - 16 May 2024, AI needs a smart grid

Need to Know - 16 May 2024, AI needs a smart grid

Author: Coutts May 16, 2024 Duration: 22:09

Sarah Muir and David Broomfield discuss three things that might be standing in the way of the AI revolution.


The financial landscape shifts constantly, and Need to Know Investment Podcast from Coutts cuts through the noise with clarity. This isn't about speculative predictions or generic advice. Instead, it offers a grounded, weekly conversation directly with the senior strategists and portfolio managers from Coutts Asset Management who are actively navigating these markets. You'll hear their unfiltered analysis on the economic data, geopolitical events, and market movements that actually matter right now. The discussion focuses on translating complex developments into practical implications for the week ahead, providing context that helps you understand the 'why' behind the headlines. It’s a direct line to the thinking of seasoned investment professionals, designed to give you a more informed perspective whether you're managing significant assets or simply aiming to be a smarter investor. Tune in each week for this concise, authoritative take that prioritizes substance and insight, making this podcast a valuable tool for anyone looking to deepen their financial understanding in a world full of information overload.
Author: Language: English Episodes: 98

Need to Know Investment Podcast
Podcast Episodes
Need to Know - May 3, 2023 [not-audio_url] [/not-audio_url]

Duration: 21:09
As the Bank of Japan’s new governor Kazuo Ueda settles into his role, Sarah Muir, James Hawkes and Alan Higgins focus on the BoJ’s yield curve control policy, what to expect from Ueda and how policy changes may impact gl…
Need to Know - April 28, 2023 [not-audio_url] [/not-audio_url]

Duration: 28:35
Crypto special! Sarah Muir, Alan Higgins and James Butterfill discuss the pros and cons of cryptocurrencies.
Need to Know - April 25, 2023 [not-audio_url] [/not-audio_url]

Duration: 24:05
This week US earnings season takes centre stage with a focus on how banks have done following Q1’s banking sector stress, the resilience of the US consumer and why markets are good at discounting negative news.
Need to Know - April 18, 2023 [not-audio_url] [/not-audio_url]

Duration: 13:07
On this weeks podcast we discuss; US corporate earnings surprise to the upside, the latest Global Fund Managers’ survey from Bank of America and positive economic news from China.
Need to Know - April 12, 2023 [not-audio_url] [/not-audio_url]

Duration: 15:57
This week; the latest US data and what it tells us about inflation, Bitcoin bounces back and how emotions impact investors’ returns.
Need to Know - April 3, 2023 [not-audio_url] [/not-audio_url]

Duration: 17:15
A look ahead to Good Friday’s US jobs report, UK GDP for 2022 gets revised up and a lone bullish voice in a forest of bears.
Need to Know - March 27, 2023 [not-audio_url] [/not-audio_url]

Duration: 21:26
This week; thoughts on last week’s mini banking crisis and the impact on Fed policy going forward, plus the tactically bearish case for equities.

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