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30.03.2026 14:00
Too Bad the Robinhood Crowd Isn’t Buying This Dip Where are the Robinhooders? Individual investors, many trading on their phones, have reliably stepped in since 2020 to buy any dip in stocks and push bull runs to extremes, driving valuations to levels previously seen as fanciful. Early evidence suggests that the retail crowd is now in retreat.

30.03.2026 13:48
What’s Happening in EM: Some Funds Bet on Rate Cuts (Podcast) Kerim Karakaya and Selcuk Gokoluk discuss how some emerging market funds are betting on interest rate cuts and a rebound in beaten-down debt securities as they believe central banks will be forced to insulate economies from the war-induced growth shock.

30.03.2026 13:42
How Yemen’s Houthis Could Worsen the Oil Crisis One thing that’s helped to limit the damage in oil markets since the Iran war largely shuttered the Strait of Hormuz is the availability of an alternative route for getting crude from Saudi Arabia to Asia: the Red Sea.

30.03.2026 13:15
Goldman CIO Marco Argenti on the Warp-Speed Improvements in AI | Odd Lots When we last spoke to Marco Argenti, chief information officer at Goldman Sachs, we were talking about how the bank was deploying AI, including the development of its own internal tools. But that was a year and a half ago and a lot has changed since then, especially with the arrival of agentic platforms like Claude Code. So what exactly is Goldman Sachs doing with AI now? And what has its experience with the new tech been like so far? On this episode, we catch up with Marco to discuss what AI deployment at the bank actually looks like at the moment — including how AI coding is changing the work of its developers and engineers — to all the data challenges and regulatory concerns that come with integrating this technology at scale. (Source: Bloomberg)

30.03.2026 13:03
30.03.2026 13:00
Odd Lots: Goldman’s Argenti on the Improvements in AI (Podcast) When we last spoke to Marco Argenti, chief information officer at Goldman Sachs, we were talking about how the bank was deploying AI, including the development of its own internal tools. But that was a year and a half ago and a lot has changed since then, especially with the arrival of agentic platforms like Claude Code. So what exactly is Goldman Sachs doing with AI now? And what has its experience with the new tech been like so far? On this episode, we catch up with Marco to discuss what AI de

30.03.2026 12:15
Saudi Oil Pricing in Disarray as Buyers Seek Alternatives The Iran war has thrown conventional pricing for Saudi Arabian crude into disarray, with tense buyers in Asia seeking to steer the kingdom toward alternative mechanisms for supplies as oil prices soar, according to traders familiar with the matter.