logo
episode-header-image
Nov 2024
15m 48s

Equities turn a corner after a tough wee...

JULIUS BAER
About this episode

US stocks yesterday regained some ground after last week's sharp sell-off that reversed the S&P 500’s post-election gains as Wall Street looks ahead to some major market-moving earnings reports and bets for a December Fed rate cut are losing steam. Fabian Wenner, Equities Research, provides an update on the healthcare sector, and Manuel Villegas, Next Generation Research, shares with us the latest from the world of digital assets.

00:00 Introduction by Helen Freer (Investment Writing)

00:38 Markets wrap-up by Jonti Warris (Investment Writing)

06:53 Update on healthcare sector: Fabian Wenner (Research Analyst)

10:51 Digital assets: Manuel Villegas (Next Generation Research)

14:38 Closing remarks by Helen Freer (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
Yesterday
Gold glitters, stocks rally, and China’s cracks
European and US equities edged higher as gold held above USD 4,000/oz amid ongoing economic and political uncertainty. Despite strong travel data, Chinese consumer sentiment remains weak, while Germany’s industrial downturn fuels structural concerns. With the Fed maintaining a do ... Show More
14m 44s
Oct 8
Gold breaks records as markets pause
Global equity markets paused after a strong rally, with US equities dipping slightly and bringing an end to a seven-day winning streak as Oracle’s weak cloud margins raised concerns about profitability in AI infrastructure. European stocks remained flat, though French luxury bran ... Show More
17m 25s
Oct 7
US stocks hit fresh highs on deals and despite geopolitics
Major US equity indices, from small caps to tech, hit fresh highs yesterday, spurred by strong corporate news – from semiconductors to banking deals. Political uncertainty in France and Japan lifted bond yields, weakened the yen and euro, and drove gold towards the historic USD 4 ... Show More
13m 28s
Recommended Episodes
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
Sep 5
The Fed Is Cornered By Stagflation After Jobs Collapse | Weekly Roundup
This week, we discuss all the growing list of weaker labor market data after August NFP showed just 22K jobs added. We also debate whether the Fed will have room to cut 50bps in September while stagflation rears its head, the potential implications if tariffs are overturned, and ... Show More
42m 7s
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
Apr 2025
US Assets Are Dead Money Without A Policy Shift | Weekly Roundup
This week, we discuss Powell’s hawkish speech, how to think about trading tariffs and the weaponization of the US account deficit, and whether we should expect a significant growth slowdown. We also delve into rate cuts & the yield curve, why Bitcoin is the trade after the trade, ... Show More
53m 24s
Sep 26
Economic Reacceleration or Growth Scare? | Weekly Roundup
This week, we discuss the biggest risks to the economy, whether Mag7 is a bubble, surprisingly strong consumer data, the increasingly noisy housing and labor markets, risks around Fed policy and dollar liquidity, and why gold has been a cleaner macro hedge than Bitcoin. Enjoy! — ... Show More
1h 7m
Aug 29
Wall Street Roundup: valuation concerns and uncharted waters
Nvidia report a mixed bag (0:20) Valuation concerns in tech (2:30) NIO and other earnings coming next week (7:40) Jobs report in uncharted waters (9:15).Show NotesNvidia signals $45B Q2 revenue outlook while navigating China export controls, AI infrastructure surgeMongoDB raises ... Show More
10m 59s
Feb 2025
Nvidia Sees Mixed Outlook After Two Years of Blowout Results
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News US Semiconductor & Networking Reporter Ian King discusses Nvidia's quarterly sales coming in at about $43 billion, slightly above analysts' estimates, but gross profit margins will be tighter tha ... Show More
30m 17s
Aug 5
The next big thing in investing is already here
Exposure to new markets and technologies is a longstanding strategy to boost your portfolio's profitability.On today's Stocks In Translation, hosts Jared Blikre and Brooke DiPalma speak with CFA Institute president and CEO Margaret Franklin to explore the rapidly changing landsca ... Show More
24m 18s
Sep 24
Kraken Robotics: A Hypergrowth Small-Cap Stock For The Defense Spending Supercycle
On this episode of Chit Chat Stocks, Brett provides a comprehensive research report on a small-cap stock seeing rapid revenue growth due to changing dynamics in the defense sector. Subscribe to our newsletter for the full report, out Friday. We discuss:(00:00) Introduction(06:02) ... Show More
1h 5m
Aug 20
176. Chamath's New SPAC (Detailed Breakdown) Plus Europe’s Yield Curve Warning
Send us a textThis week on The Skinny on Wall Street, Kristen and Jen dive into the resurgence of SPACs and yes, Chamath Palihapitiya, the once-dubbed “SPAC King,” is back with a brand-new deal. We unpack what a SPAC really is, why they exploded in 2020, changes in the new struct ... Show More
50m 27s