IS IT TIME TO BUY STERLING?Watch now (11 min) | Probably not - but the answer is political
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AUTOCALLABLES - FAQWatch now (8 min) | Answering common questions from my series on autocallables
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REPRODUCTION REVOLUTION - PART IIWatch now (8 min) | Income/Fertility relationship is inverting - but this is a reflection of aging mothers, and the cost of IVF.
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IS IT TIME TO BUY COMMODITIES OR BONDS?Watch now (10 min) | Recession or continued growth?
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AUTOCALLABLES AND ITS EFFECT ON IMPLIED VOLATILITYWatch now (11 min) | HSCEI gives us a worked example. KOSPI 200 looks to be close to barriers.
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WHY LOOK AT AUTOCALLABLES NOW?Watch now (9 min) | A number of key markets are near trading near barriers, which means the risk of a volatility blow up is high. Without a fall in…
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IS THE WIDOWMAKER TRADE DEAD?Watch now (11 min) | Yen weakness normally encourages other countries to devalue. China looks to be different - and hence deflation looks less and less…
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KOREAN AUTOCALLABLES AND THE MISPRICING OF VOLATILTYWatch now (11 min) | The presence of autocallables cause volatility to be mispriced. The end of autocallables will lead to a repricing of volatilty.
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Capital Flows and Asset Markets