0:23 – Introduction to the topics in the episode and special guest Alexander Karolev 04:33 – How was 2019 for the financial markets? 18:03 – What were our predictions for 2019? Which ones came true and which ones didn’t? 24:13 – Brexit 42:50 – What’s happening with the banking system? 49:40 – What’s happening …
More »25. Pre-Crisis Investing with Desislav Vassilev
0:22 – Introduction of the topics and the guest in the episode Desislav Vassilev, licensed investment consultant 02:40 – Financial news from Bulgaria 16:55 – Macro and Markets 25:45 – Fintech and alternative investments 30:51 – Interview with Desislav Vassilev 31:33 - In your experience as a financial consultant, what is your opinion …
More »Germany is on the brink of recession, and the ECB can do nothing
Half of the largest banks in the Eurozone would not survive more than 6 months in a liquidity shortage in the market Germany's GDP rose by only 0.1% in the third quarter compared to the second quarter of this year Stock market indices are performing well despite the problems in the real economy of Europe Pension fund yields …
More »More spending and more debt - with these recommendations, Mario Draghi leaves the ECB
Draghi urges Eurozone countries to adopt more aggressive fiscal policies Former central bankers and ECB board members have expressed serious disagreement with the ECB's current policy Interest rates on government debt in Europe continue to reach record lows Stock markets recovered slightly in September, but a new correction at the beginning …
More »23. A Guide to Navigating the Coming Crisis with Biser Manolov
0:22 – Introduction to the topics in the episode and the special guest financier Biser Manolov 01:02 – News from Bulgaria 01:53 – Why are banks in Bulgaria massively raising fees and commissions? 04:33 – Banks vs. new fintech companies like Revolut – are banks losing the battle? 06:20 – The paradoxical monetary and regulatory policy …
More »Precious metals and bonds make impressive gains in August
As a result of these developments, alternative investment strategies such as the "Permanent Portfolio" performed quite well. The average yield of Universal Pension Funds in Bulgaria remained relatively stable. Bitcoin suffered a relatively bad month, despite its widespread perception as a "safe haven asset". The yield curve remained inverted in the US - how long will it …
More »Central banks are cutting interest rates again, but recession is already knocking on the door
The US Federal Reserve cut interest rates for the first time in more than 10 years. The market correction that investors feared occurred, but it was not particularly sharp. Due to the worsening stock yields and the interest rate cut, the price of gold shot up. The main yield curve is …
More »Stocks hit new records in June, as did gold, but investors fear a correction
All stock markets are performing well in June, with the S&P500 even hitting a new record. Government debt is also performing well, with gold prices seeing a very large increase. However, investors are wary because the previous two major corrections in stocks followed similar levels of growth. Analysts expect the Federal Reserve to cut interest rates...
More »Stocks in correction in May as central banks prepare to cut interest rates
All equity markets performed quite poorly in May. Government bond yields improved significantly, which also improved the return on the "Permanent Portfolio". Central bankers in both the US and Europe are preparing to cut interest rates. The relatively good month of April for the markets was followed by an almost disastrous May. …
More »Central bankers in panic - March as a turning point for markets
Stock markets are entering stagnation, debt markets are generating higher profits SOFIX is also stagnating, private pension fund yields continue to fall Central bankers are already visibly worried about the coming recession, the ECB is initiating a new round of cheap loans for the banking system Going forward, debt instruments (bonds, especially government bonds) will most likely …
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EKIP– Expert Club for Economics and Politics A Different Opinion