# Izabella Kaminska
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Collective Conversations: Pippa Malmgren & Izabella Kaminska
This is a free preview of a paid episode. To hear more, visit collectivemembership.substack.com
Pippa Malmgren put a pointed question to Izabella Kaminska in Kraków: “Are we heading towards something on Ukraine? And if yes, what does it mean for Poland? And if no, what does it mean for Poland?”
Iz…
The Market Is Misreading Trump’s Financial Strategy
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DISCUSSION
💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkEPISODE
EPISODE
In this episode, Izabella Kaminska shares her insights on global finance, US Treasury buybacks, stab…
KIMRA Conversations, Episode 6: Izabella Kaminska, The Blind Spot
We enjoyed hearing from Izabella Kaminska about her views on the financial media landscape. As well as some of her ideas on how to fund independent journalism.
She discusses the concept of The Blind Spot and the need for editorial freedom, highlighting the blind spots in media coverage. The conver…
The AI Cold War has begun | A $30bn blow-up, the Treasury trade and détente with China
Izabella Kaminska argues the AI CapEx boom was never really an investment boom, it was an arms race. She and Damian Pudner map how "safety" became a convenient off-ramp, why the money released could rotate into US Treasuries, and how a new US-China détente might actually play out. The figures and c…
The AI slowdown narrative weighing more than bond carnage...for now.
Today, a look at a remarkably resilient equity market even as the fresh spike in oil prices weigh and global bond yields have rushed to new highs for the cycle in many key markets. Looking at US equity market internals, the impact of Anthropic CEO Amodei's call for a "slowdown" in AI development (a…
Stablecoins Could Break the Banks’ Last Monopoly
FULL EPISODEhttps://youtu.be/5miw9cE3r2ADISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkCLIP Stablecoins may be much more than a crypto story. Izabella Kaminska argues they could help the US preserve global dollar dominance while bringing control over the underlying Treas…
MOVE more important than VIX
Today a look at equity market divergences in evidence on Friday as many stocks were lower, perhaps on the fresh rise in bond yields, while many large cap and momentum stocks did well on the day and are off to a strong start this week. Elsewhere, USDJPY is the critical focus in FX, there is plenty t…
The Roundtable Sessions: Izabella Kaminska, Shaun Martinak, Kris Abdelmessih & Matt Zeigler
The Roundtable Sessions: Kris Abdelmessih, Shaun Martinak, and Izabella Kaminska
The new rails: what tokenization changes about markets.
On September 10, 2026, Collective members joined Matt Zeigler, Kris Abdelmessih, Shaun Martinak and Izabella Kaminska for an hour on tokenization: what it actuall…
Stress levels are rising if still not flashing red.
Today, a look back at another dicey day for risk sentiment as global bond yields continued to ratchet higher as we head into month-end and quarter-end with possible portfolio rebalancing in the mix after a remarkable period for fixed income. Elsewhere, our overall global risk indicator is under the…
Modern AI Merlins
Episode 91 was recorded at 5.30 EST on Wednesday 30th September, 2026. We were joined by Izabella Kaminska. Izzy is the founder of the Blind Spot, a finance and ideas publication. Best known as the former editor of FT Alphaville at the Financial Times, she is now a contributor to the business pages…
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