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timgraf.bsky.social
Host of State Street’s ‘Street Signals’ podcast, trying every day to be less wrong. Opinions and views are my own and pretty weakly held.
8 posts 48 followers 136 following
Getting Started
Posts 6 Comments 2

All killer no filler this week speaking to Richard Windsor of Radio Free Mobile. We talk about what the emergence of #DeepSeek means for the competitive moats of the major players in #AI and get philosophical at the end podcasts.apple.com/gb/podcast/s...

submitted 22 days ago • 0 comments

Great to have #STT Chairman & CEO Ron O’Hanley on as a guest this week. We spent time on all the policy uncertainty that is sure to drive market #volatility before summing it all up with Ron’s priorities for State Street. podcasts.apple.com/gb/podcast/s...

submitted 43 days ago • 0 comments

Struck me that there were 3 big consensus views for markets this year: #stocks higher, #USD higher and #rates higher-for-longer. This week I looked at flow/position dynamics to see which ones have legs and which ones don’t. podcasts.apple.com/gb/podcast/s...

submitted 46 days ago • 0 comments

Year Ahead pieces from the sell-side abound so I thought it would be good to get thoughts from some of our traders. This week have an expansive conversation across DM and EM, covering the #Fed, #China and more. podcasts.apple.com/gb/podcast/s...

submitted 77 days ago • 0 comments

ICYMI, our year ahead in podcast form

submitted 81 days ago • 0 comments

podcasts.apple.com/gb/podcast/s... One of my favorite episodes of the year to produce and host, it’s the audio version of my team’s year ahead piece. 15 ideas and this year it’s a way more cohesive gamble best summarised as “If it ain’t broke, dont fix it”

submitted 84 days ago • 0 comments