

Nick Schoenmaker
He serves as the Client Portfolio Manager at Drummond Capital.
Best podcasts with Nick Schoenmaker
Ranked by the Snipd community

Oct 4, 2024 • 28min
US Dockworkers Agree to Suspend Strike, Oil Surges After Biden Mideast Comments
In this insightful discussion, guests include Kate Davidson, Managing Editor for US Economy Policy at Bloomberg, and Ben Sharples, Energy/Commodities Editor at Bloomberg. They dive into the recent suspension of the U.S. dockworkers’ strike, addressing wage negotiations and concerns over automation. Geopolitical tensions affecting oil prices are also on the table, with President Biden’s comments raising market volatility. Finally, they explore China's stimulus measures and the broader implications for global economic stability and investment opportunities.

Aug 6, 2024 • 21min
Japanese Stocks Bounce Back as US Futures Rise
Ahmed Riesgo, Chief Investment Officer at Insigneo, discusses the bounce back of Japanese stocks due to shifts in US futures and the implications of the unwinding yen carry trade. Nick Schoenmaker, Client Portfolio Manager at Drummond Capital, delves into recent U.S. market movements and recession risks tied to disappointing employment reports. Monika Bičkauskaitė, Public Policy Director at Key Elements Group, sheds light on how inflation trends affect Japanese equities and explores the rising tensions between Israel and Iran and their potential impacts on global markets.