The Flip Side Podcast
1) Should alternative asset managers be trading like software?
Private credit has been a powerful growth engine for alternative asset managers, with business development corporations (BDCs) playing a central role. As AI adoption accelerates and software business ...Show More
2) Is US equities exceptionalism finally cracking?
After more than a decade of US equity dominance, international markets made a rare comeback in 2025. Europe, Japan, Emerging Markets and the UK outperformed, the majority of global equity flows went o...Show More
3) Will the US consumer hod up in 2026?
The US consumer showed notable resilience over the holiday period, with retail sales and e-commerce activity remaining robust. Yet, beneath the surface, sentiment surveys signal caution, as consumer c...Show More
4) UK Autumn Budget: Success or shortfall?
The UK’s fiscal policy faced a pivotal moment as Chancellor Rachel Reeves delivered her second Autumn Budget, confronting market and political pressures. The budget builds fiscal headroom mainly throu...Show More
5) Is Japan doubling down on Abenomics, or redefining it?
Japan’s economic policy stands at a crossroads as Prime Minister Sanae Takaichi takes office, with the legacy of Abenomics challenged by shifting market and political realities.The yen has halved agai...Show More
6) Is the AI investment cycle a sign of history repeating?
Artificial intelligence has become the defining investment theme of the current market cycle, with capital expenditure on AI infrastructure reaching unprecedented levels. Hyperscalers have announced n...Show More
7) US bank regulatory reform: Capital relief or systemic risk?
In June, US banking regulators, led by the Federal Reserve, proposed changes to the supplementary leverage ratio (SLR), a regulatory measure used to ensure financial stability by limiting excessive le...Show More
8) Are oil markets set to heat up or burn out?
Despite widespread expectations of weakening demand for oil, market fundamentals are showing signs of tightening. A slowdown in US shale production and resilient demand across emerging economies could...Show More
9) Do the risks of NBFI lending outweigh the opportunities?
Commercial & Industrial loans from banks are on the decline, and lending to Main Street and consumers from non-bank financial institutions (NFBIs) is on the rise. But here’s the paradox: traditional b...Show More
10) Is the US bond market starting to rebel?
US Treasury bonds are widely regarded as the “world’s risk-free asset.” However, in recent weeks, global investors have increasingly shied away from 30-year US bonds, opting for flexible, shorter-term...Show More