logo
episode-header-image
Aug 2024
12m 7s

The recovery rally continues

JULIUS BAER
About this episode

European and US equities extended their rebound yesterday, starting the new trading week on a strong footing and maintaining the momentum built last week. Most Asian-Pacific markets followed suit, with Hong Kong and China being notable exceptions. Meanwhile, oil prices saw some relief following reports that Israel had accepted a proposal to resolve disputes hindering a Gaza ceasefire agreement. Joining today’s show is Manuel Villegas from Next Generation Research, who shares his expert insights on what’s happening in the crypto space.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:28 Markets wrap-up by Lucija Caculovic (Investment Writing)

06:39 Digital assets update: Manuel Villegas (Next Generation Research)

10:57 Closing remarks by Bernadette Anderko (Investment Writing)

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Up next
Aug 22
S&P 500 continues to slide, while Walmart warns of tariff impact
US stocks extended their losses amid trade tensions and mixed corporate earnings. Stronger-than-expected PMI data and warnings from Walmart, the US retail giant, that Trump's tariffs are driving up costs, have heightened inflation concerns and lifted yields. As markets are lookin ... Show More
12m 1s
Aug 21
A significant intra-day reversal in US technology stocks
The Nasdaq 100 fell as much as 1.5% before recovering to close just 0.6% lower. Markets remain on edge ahead of key events, including Jay Powell's speech at the Jackson Hole Symposium tomorrow, whilst the USD remains unchanged and gold rises amid concerns over Fed independence. U ... Show More
11m 38s
Aug 20
Tech stocks stumble but the broader market holds up
While major European stock markets experienced a cautiously optimistic trading session, buoyed by hopes of de-escalation in Ukraine, the main US indices ended the day in negative territory, led by declines in large-cap technology stocks. Nevertheless, a notable 70% of S&P 500 con ... Show More
17m 19s
Recommended Episodes
Dec 2024
The Shocking Future: How Markets Are Changing with Larry McDonald—Crypto, AI, BRICS, and the New Administration’s Impact | S2 Ep. 161
Welcome back to Founder's Story! In this episode, Daniel Robbins sits down with Larry McDonald, founder of The Bear Traps Report and author of the newly released book, How to Listen When Markets Speak. Larry brings decades of investment expertise and invaluable insights on na ... Show More
26m 24s
Sep 2023
Wave of U.S. Treasury Issuance Puts Pressure On Bond Market | Prometheus Macro
On todays episode, Aahan Menon Founder of Prometheus Research joins the show for a discussion on his current macro outlook looking at the economy, growth, markets & liquidity. With a wave of U.S Treasury issuance on the horizon, Aahan explains why he now sees a perfect opportunit ... Show More
1h 2m
Feb 2025
Crypto Update | Will Litecoin Take the Lead in the 'Wild West' for ETFs?
The latest price moves and insights with Jennifer Sanasie and TMX VettaFi Investment Strategist Cinthia Murphy.To get the show every day, follow the podcast here.TMX VettaFi Investment Strategist Cinthia Murphy joins CoinDesk to discuss the optimistic future for crypto ETF produc ... Show More
12m 50s
Feb 2025
Trump's Impact on Europe & the Dollar | Macro Monday ft. Andreas Steno Larsen & Mikkel Rosenvold
🔥 *Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them*. Welcome back to Macro Monday. Today's topic: Trump's Impact on Europe & the Dollar Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel ... Show More
37m 49s
Jul 2023
What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"
--On todays episode of Forward Guidance, Michael Kao, former hedge fund manager turned private investor & Alexander Stahel, Founder & CIO at Burggraben Holding AG join the show for a discussion on the current state of global macro & how those current macro factors are impacting e ... Show More
1h 28m
Apr 2024
Markets and the Israel-Iran Conflict, Netflix Slumps, New Woes for Tesla 4/19/24
Carl Quintanilla and Jim Cramer discussed what to make of the markets trying to shrug off Israel's early Friday retaliatory strike against Iran  -- with the S&P 500 and Nasdaq in the midst of five-session losing streaks. The anchors also reacted to Netflix shares down sharply, as ... Show More
42m 36s
Jun 2023
The Holy Grail of Macro Investing | Eric Crittenden
On todays episode of Forward Guidance Eric Crittenden Chief Investment Officer at Standpoint Asset Management joins the show for a deep dive into the world of systematic macro investing. Eric walks through the current market outlook as many investors battle with recessionary conc ... Show More
1h 6m
Aug 2023
ESG: The 40 Trillion Dollar Bubble | Mark Neuman
On todays episode, Mark Neuman Founder & CIO of Constrained Capital joins the show for a discussion on environmental, social & corporate governance's (ESG's) role in the financial industry. To hear all about the origins of ESG, accurately measuring returns & some of the issues pr ... Show More
1h 3m
Nov 2023
Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns
In January of 2023, a time where extreme pessimism on stocks and the economy reigned, Sam Burns, founder of Mill Street Research, shared his bullish outlook on equities with Jack. Now that his prediction has come true, Sam returns to Forward Guidance to explain why he is much les ... Show More
1h 3m
Feb 2025
MARKETS DAILY: Crypto Update | Can ETH Regain Momentum Amid Fierce Competition?
The latest price moves and insights with Jennifer Sanasie and VanEck Head of Digital Assets Research Matthew Sigel.To get the show every day, follow the podcast here.VanEck Head of Digital Assets Research Matthew Sigel joins CoinDesk to discuss the recent underperformance of Ethe ... Show More
13m 51s