The Moses and Methuselah Podcast
by Jonathan Davis & Peter Seilern
A weekly discussion on developments in the financial markets, and what they mean for governments, investors and tax payers. Hosted by Jonathan Davis and Peter Seilern.
Podcast episodes
Season 3
S03 E20 - Of Credit Crunches and Debt Defaults
SummaryIn our latest edition Peter and Jonathan discuss the likely impact on the bond market of tighter credit conditions and the potential failure of Congress and the Biden administration to agree to an increase in the Federal de...
S03 E19 - Staying Close to Investors in Challenging Times
SummaryIn the latest episode Peter and Jonathan, quoting Warren Buffett liberally, take a look at the dynamics of the fund management business, the factors that make for a successful long term relationship between investors and th...
S03 E18 - Central Banks Versus Bond Markets: The Clash Continues
SummaryEquity and bond markets have stabilised after the banking tremors we saw in March, but bond investors remain convinced that inflation and future interest rates will come back down to earth more quickly than many vocal marke...
S03 E17 - A Banana Republic in the Heart of Europe
SummaryThe authorities may have averted a new global banking crisis for now by their handling of Silicon Valley Bank and the rushed shotgun marriage that handed Credit Suisse to fellow Swiss bank UBS, but there will be plenty of r...