Saturday, October 14, 2023

Izabella Kaminska's Spot Markets Live Has Returned

From The Blind Spot, October 13:

Spot Markets Live Transcript, 13/10/23 (Bonds, Uranium, Wine, Polish elections)

Izabella Kaminska

Hello and welcome back to SPOT MARKETS LIVE.

Yes, we’re back.

Mainly because the markets are looking a little iffy again. But also because we finally found ourselves a solid partner for a daily gig.

Just waiting for the rabble to arrive. Sorry, typos already, so deleted the last comment.

Hello everyone!

I’m delighted to announce that in our last and final stab at making this a thing, we’ve partnered up with Julian Rimmer.

Who he? I hear you ask.

(He asks himself the same question)

Well, if you haven’t already caught his contributions on FT Alphaville the last year or so you may have been on the receiving end of his broker notes circulated through the market.

He was also the anonymous author of  the Naked Broker and the Pain Trader in euroweek/Global capital magazine from 2010-2020. [Anonymous until now that is].

But the official bio (as provided by Julian himself) goes something like this:

Julian was diverted from his true calling – a journalist carping from the sidelines – by thirty-two years in the City. Starting off as a junk bond salesman at Salomon Brothers on Wall St during the heady days of Liar’s Poker in 1989, he left no crisis unexplored and no dying asset class unresuscitated during his long odyssey to the wilder shores of financial markets. He began trading Japanese equities just as the longest bear market on record began then sat in Nick Leeson’s lucky seat on the Barings trading floor in Singapore during a long stint at ING. An enduring fascination with Soviet histo-misery porn attracted him to Moscow for a wild, extended rodeo ride with easily the most cowboy of Russian broking outfits which ended with a lawsuit for unfair dismissal.He sued for £1.7million. He settled for £5000. After the GFC, he spent five difficult years Subsistence Broking in Austerity Britain at an Eat-What-You-Kill shop. The years were difficult because he didnt kill much. Returning to the post-MIFID mainstream at Jefferies and Investec for the latter stages of this so-called career, he tired of the City’s new, lunchless puritanism and the commission famine it accompanied, of DMA and electronic trading and left investment banking for good. He comes home to write about markets now, like Ulysses wading ashore at Ithaca. When not writing about markets, Julian drinks wine, reads books and listens to podcasts while walking Pablo along the riverside in Richmond’

So hello and welcome Julian....