Everybody loves an origin story, this week’s podcast has two. Featuring clips from our first episode, before the podcast even had a name, with our first guest, Fred Goodwin, a.k.a. Mr. Risk, we talk about the formative years of both the medium and the messenger. As his retirement nears, we look back over Fred’s long career as a trader, salesperson and strategist, and the many lessons learned along the way, especially on how to think about markets at their extremes. In detailing how his contrarian outlook was formed, we bring a strong sense of history to bear in thoughts on the current trends in gold, the US dollar, the Japanese yen and global equities.

See omnystudio.com/listener for privacy information.

Extrapolating past results to predict future outcomes is typically futile. But what if we could isolate the most statistically relevant historic parallels towards making better forecasts? This week, we discuss the techniques of relevance based prediction and how more robust and successful outlooks can result from their use. Joining us are Megan Czasonis, Head of Portfolio Management Research at State Street Associates, and Michael Metcalfe, Global Head of Macro Strategy, to discuss recently-published research on these new methods used to forecast USD performance and what the current framework says about a dollar outlook over the medium term.

See omnystudio.com/listener for privacy information.

Ron O’Hanley, Chairman and CEO of State Street, is back on the podcast for a wide‑ranging discussion, looking back on the main stories of 2025 and ahead to the forces shaping 2026. Ron and host Tim Graf explore whether risks that once loomed large have faded or simply changed form, and how growth, monetary policy, and AI‑led investment may influence markets in 2026. Asset allocation trends, private markets expansion and global currency dynamics feature, before concluding with a view of State Street’s strategic priorities — from AI adoption to digital assets and ETFs.

See omnystudio.com/listener for privacy information.