Macro moments

Publicly listed emails

ruby@podshoponline.co.uk

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Allocation Views Extra: The US Small-Cap Debate

October 05, 2026

Are US small-cap stocks being underestimated?In this special edition of Macro moments, Michael Browne is joined by Francis Gannon, Co-Chief Investment Officer of Royce Investment Partners, to debate the outlook for US small caps.They explore whether higher interest rates really spell trouble for smaller companies, why earnings and valuations could matter more than rate moves, and whether improving market breadth, M&A and stronger balance sheets are creating a more supportive backdrop.With...

The trillion-dollar AI question – can the boom keep paying off?

October 01, 2026

Artificial intelligence is driving one of the biggest investment cycles in decades. But with spending on AI infrastructure approaching extraordinary levels, can the returns keep pace?Michael Browne, Global Investment Strategist, is joined by Matt Moberg of Franklin Equity Group and Andy O’Brien of Putnam to examine the economics behind the AI boom. They explore the race to build data centres and computing capacity, the outlook for semiconductors and power, the battle between open-source and f...

Allocation Views: Bubbles, Bifurcation, and the Case for Staying Invested

September 23, 2026

In this episode of Allocation Views, Michael Browne from the Franklin Templeton Institute quizzes Oliver Wallin from the Franklin Templeton Investment Solutions team about their latest asset allocation changes in an environment of sticky inflation, geopolitical uncertainty, rising interest rates and growing concerns around AI concentration. The conversation explores whether the current AI investment boom is approaching bubble territory, and how investors can balance the opportunities created ...

The Short and Long · High booking difficulty · 100 - 1,000 listeners

How do I get in touch with Macro moments?

Macro moments is hosted by Michael Browne. Its publicly listed email is ruby@podshoponline.co.uk. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Macro moments?

The publicly listed email for Macro moments: ruby@podshoponline.co.uk.

How many listeners does Macro moments have?

Podseeker estimates Macro moments reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Macro moments?

Macro moments typically books industry leaders. Typical guest background: Senior investment professionals, portfolio strategists, economists, pension specialists or established financial journalists with authoritative expertise in markets and investor decision-making. Common among recent guests: Published financial commentary in a major business or financial outlet; Recognized expertise in investment markets, portfolio strategy or retirement planning; Senior responsibility for investment research, portfolio management or asset allocation. Recent guests include Stuart Kirk and Stuart Kirk.

How hard is it to get booked on Macro moments?

High. It mostly books established leaders in its field.

What topics does Macro moments cover?

Recent episodes cover Finance, Investing, Asset Allocation, Portfolio Construction, and Fixed Income. Pitch an idea tied to one of these topics and mention a recent episode.