MacroVoices Erik Townsend & Patrick Ceresna welcome back, WindShift Capital Founder, Bill Blain. They discuss everything from the equity market melt-up to inflation to bond yields

In this episode hosts Luke Hyde-Smith and James Carter interview Bill Blain, renowned investor, author, and professor known for his daily newsletter ‘Blain’s Morning Porridge.’

Bill Blain, Strategist and Head of Alternative Assets is joined by Ernst Knacke as they discuss what exactly happened to Silicon Valley Bank and why markets have been affected by it.

In this week’s Shard Capital Lite-Bite Podcast, Bill Blain and Julian Wheeler from Shard Capital host a discussion on the impact of AI on big tech companies.

In this week’s podcast, Ernst Knacke, Jacky NG and Julian from Shard Capital dive into the world of semiconductors, a vital component of modern technology.

Bill Blain, Mike Hollings & Richard Bacon explore investment strategies to navigate the choppy waters of volatility.

Bill Blain is joined by Mike Hollings, Partner at Shard Capital, and Ernst Knacke, Head of Research at Shard Capital, to discuss the opportunities to invest in emerging markets.

Shard Capital’s podcast explores investing in China 2023 post-pandemic. Gain insights on reopening, COVID lockdowns, opportunities & risks.

Bill Blain interviews Head of Commodities and FX, Ashley Boolell and Head of Research, Ernst Knacke on their thoughts on the role precious metals can play in portfolios over the next decade.

In this week’s podcast we ask the question “will there be a recession, or not?”. We also deliberate on what is likely in store for 2023.