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The OMFIF Podcast

OMFIF
Stablecoins
Central Bank Payment Rails
Central Bank Digital Currencies
Payment Service Providers
Trade Policy
U.S. Economy
Inflation
Federal Reserve
Fiscal Policy
Cross-Border Payments
European Economy
Central Bank Digital Currency
Illicit Finance
Transition Finance
Immigration
Kamala Harris
Deficit
Donald Trump
Taxes
Draghi Report

Subscribe to the OMFIF podcast for the latest news and insight on financial markets, monetary policy and global investment themes. Published weekly, the podcast features input from a range of academic experts, central bankers and investment professionals. Visit our website at www.omfif.org.

PublishesWeeklyEpisodes100Founded9 years ago
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Latest Episodes

Discussions around central bank digital currencies typically begin with the intended use case. If the CBDC is for retail use, then all the subsequent discussions focus on retail, and the reverse is true for wholesale. The two are treated as separate ... more

Max Castelli, head of strategy for sovereign institutions, and Philipp Salman, director of strategy for sovereign institutions at UBS Asset Management, join Yara Aziz, senior economist at OMFIF, to discuss how shifting geopolitics shaped reserve mana... more

In the coming year, renewed attention should be made to explore how governments can shift from simply spending more to spending smarter. Drawing on new insights from the International Monetary Fund and fresh empirical work from OMFIF and EY, we exami... more

Sovereign debt scholar Anna Gelpern, Scott K. Ginsburg professor of law and international finance at Georgetown University, joins Mark Sobel, US chair at OMFIF, to discuss the theory of the case for debt transparency, the need for more and better pub... more

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Recent Guests

Anna Gelpern
Scott K. Ginsburg Professor of Law and International Finance at Georgetown Law, Non-Resident Senior Fellow at Peterson Institute
Georgetown Law, Peterson Institute
Episode: The imperative of debt transparency
Jeremy Cunningham
Investment Director at Capital Group, veteran of fixed income markets
Capital Group
Episode: Sovereigns, spreads and stability in Europe
Dennis Shen
Chair of the Macroeconomic Council of Scope, prolific author and commentator on sovereign debt issues
Scope, Berlin-based European Credit Rating Agency
Episode: Expectations and risks for the 2026 global economic outlook and beyond
Zha Wenting
Senior Digital Transformation Specialist at Huawei Digital Finance Business Unit
Huawei
Episode: A new generation of cash on-chain
Frank Lu
In charge of the global financial industry at Huawei
Huawei
Episode: A new generation of financial infrastructure
Richard Manley
Chief Sustainability Officer at the Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Episode: How public funds are addressing physical risk
Ellie Groves
Head of strategy at the official institutions group at State Street Investment Management
State Street Investment Management
Episode: The dollar's fight for supremacy
Dr. Max Castelli
Head of Strategy for Sovereign Institutions at UBS Asset Management
UBS Asset Management
Episode: After Liberation Day: gold, rates and currency shifts
Zain Saidin
CEO of Tassat, specializing in private permissioned blockchain solutions
Tassat
Episode: The importance of privacy in capital markets

Hosts

Lewis McLellan
Head of Content for the Digital Monetary Institute, involved in discussions around monetary policy and digital finance.
Yara Aziz
Senior Economist at OMFIF's Economic and Monetary Policy Institute, specializing in monetary economics.

Reviews

4.9 out of 5 stars from 32 ratings
  • Amazing content

    Leading economists sharing their insights - with a global perspective.

    Apple Podcasts
    5
    Zettelkastenzettel
    Germany6 years ago
  • Great show

    I find this show smart, stimulating and thoughtful, highly recommended.

    Apple Podcasts
    5
    DL_2402
    United States6 years ago
  • Bond girl

    Very informative. Looking forward to more.

    Apple Podcasts
    4
    Sbuts
    United Kingdom9 years ago
  • Well worth a listen

    A great listen, the perfect way to hear about the potential implications of current affairs.

    Apple Podcasts
    5
    Joshy boy randsy
    United Kingdom9 years ago
  • Informative and succinct

    Very useful thought-provoking discussions

    Apple Podcasts
    5
    Asset owner observer
    United Kingdom9 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Very informative. Looking forward to more.
Leading economists sharing their insights - with a global perspective.
Very useful thought-provoking discussions.
A great listen, the perfect way to hear about the potential implications of current affairs.
I find this show smart, stimulating and thoughtful, highly recommended.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Where the risks really are in sovereign portfolios
Q: What are the prospects for the US dollar in 2026?
The dollar is expected to remain weak in 2026 due to cyclical factors, and while it may see a secular decline in its global reserve share, its dominance as a currency is likely to persist in the near-term.
Where the risks really are in sovereign portfolios
Q: What can be expected regarding concentration risk in 2026?
Concentration risk remains a concern due to the dominance of the top US stocks, with strategies needed for geographic and sector diversification, particularly away from US mega caps.
Where the risks really are in sovereign portfolios
Q: What is the long-term outlook for sovereign portfolios?
Over the next five to seven years, global equities are expected to generate returns around 7%, with bonds slightly below 4%, indicating decent but not exceptional returns for diversified sovereign portfolios.
Where the risks really are in sovereign portfolios
Q: What is the economic and financial outlook for 2026?
The macroeconomic resilience from 2025 is expected to continue into 2026, with global growth remaining above 3% and a positive outlook for equity markets despite potential risks.
Where the risks really are in sovereign portfolios
Q: What was the impact on sovereign investors in 2025?
2025 was a strong year for sovereign investors; most asset classes generated positive returns, except for oil, and central banks saw a return of nearly 5%.

Audience Metrics

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Frequently Asked Questions About The OMFIF Podcast

What is The OMFIF Podcast about and what kind of topics does it cover?

This podcast provides an insightful exploration of financial markets, monetary policy, and global investment themes, drawing on expertise from a diverse range of academic professionals, central bankers, and investment specialists. With a weekly publication schedule, each episode typically addresses significant economic developments, emerging trends in the financial landscape, and the implications of evolving monetary policies. Notably, the discussions are characterized by a high level of intellectual rigor and practical relevance, making complex financial topics accessible and engaging for listeners.

Listeners can expect deep dives into subjects such as stablecoins, digital currencies, the role of central banks, sustainable finance, and th... more

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Which podcasts are similar to The OMFIF Podcast?

These podcasts share a similar audience with The OMFIF Podcast:

1. Odd Lots
2. FT News Briefing
3. Exchanges
4. Thoughts on the Market
5. Today in Focus

How many episodes of The OMFIF Podcast are there?

The OMFIF Podcast launched 9 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The OMFIF Podcast?

Recent guests on The OMFIF Podcast include:

1. Anna Gelpern
2. Jeremy Cunningham
3. Dennis Shen
4. Zha Wenting
5. Frank Lu
6. Richard Manley
7. Ellie Groves
8. Dr. Max Castelli

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