logo
episode-header-image
Dec 2024
19m 55s

X Risk and Inflation Hedges: Investing i...

Interactive Brokers Podcast
About this episode

Join Andrew Wilkinson as he discusses volatile markets, inflation hedges, and "X Risk" with Steve Sosnick, Chief Market Strategist, and Jose Torres, Chief Economist. Together, they unpack the November jobs report, Fed policy shifts, and strategies for navigating uncertainty in the year ahead.

Up next
Yesterday
Mind the Earnings Gap
Earnings season can spark sharp moves—but how much of it is predictable? Dmitry Pargamanik of Market Chameleon joins us to explore how traders can use historical options data to spot patterns, dodge outliers, and navigate the volatility around earnings announcements. 
17m 45s
Jul 2
Tariff-ic Rally or Just a Bluff?
Markets are hitting fresh highs, but is this a true breakout or just a tariff-fueled head fake? Joining us from the floor of the CBOE, Scott Bauer breaks down what's driving the rally- and whether it’s built to last. 
5m 22s
Jun 25
Fed Heads Play The Apprentice While Tariffs Lurk
While the market flirts with fresh highs, Fed officials seem more focused on auditioning for the next administration than cutting rates. Steve Sosnick joins Andrew Wilkinson to unpack the drama, from Powell's tightrope walk to the tariff threats hiding just offstage. 
8m 18s
Recommended Episodes
Apr 4
Closing Bell Overtime: Stocks Wipe Out 11 Months of Gains 4/4/25
The sharp two-day selloff has wiped out more than 10% in both the S&P 500 and the Nasdaq. Bob Elliott, Unlimited CEO, and Keith Lerner, Truist Wealth Co-CIO, kick off with a deep dive into what’s driving the decline and where markets go from here. Pippa Stevens reports on the ene ... Show More
53m 29s
Mar 2025
Market Volatility Raises Risk-On or Risk-Off Question
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams discusses that while the cues from S&P 500 earnings generally support the outlook for stocks this year, the market's tolerance for risk is being ... Show More
34m 9s
Nov 2024
US election extravaganza
No big surprises here - this is all about the US election and the market reactions associated with it. John J. Hardy, Chief Macro Strategist and Ole S. Hansen, Head of Commodity Strategy are the experts. Søren Otto is the host. Read daily in-depth market updates from the Saxo Mar ... Show More
16m 46s
Mar 2025
Top of the Morning: Five actions to help manage uncertainty
As volatility persists across global markets, investors have become increasingly concerned about the risk of an economic recession. While it’s tempting to make changes to ones’ investment strategy during such periods of high uncertainty, Justin and Ainsely outline strategies to c ... Show More
14m 44s
Oct 2024
Has the market positioned towards a Trump presidency?
In this week's episode of the Saxo Market Call, Søren Otto is joined by Chief Macro Strategist, John J. Hardy. They discuss the US election's effect on markets, earnings seasons and why job data may be distorted rest of year. Read daily in-depth market updates from the Saxo Marke ... Show More
27m 15s
Oct 2024
Navigating Market Shifts: Fed Rate Cuts, Commodities, and Rising Food Prices
In this week's episode of the Saxo Market Call, host Søren Otto and Head of Commodity Strategy Ole S. Hansen dive deep into the impact of the Fed's recent rate cut on market performance. They explore how commodities like oil, gold, silver, and copper are reacting to these economi ... Show More
28m 15s
Jul 2024
Inflation Shifts and the Bond Market Response
Amid global market volatility and potential economic shifts, understanding inflation's impact on bond markets is pivotal for informed investing. This episode delves further into this topic with a focus on developed markets such as the U.S. and Eurozone, exploring the potential pa ... Show More
18m 20s
May 1
Apple and Amazon Earnings Roll In, Eli Lilly Tanks, And Markets Brace For Jobs Report 5/1/25
Earnings season is in full swing, with Apple and Amazon headlining the action. Deepwater Asset Management’s Gene Munster joins to break down the key takeaways from the day’s big reports. And Eli Lilly dropping as the drugmaker cuts its profit forecast. Mizuho’s Jared Holz digs in ... Show More
43m 8s
Mar 2025
Talking Heads – Time to unearth value stocks and diversify
Investment decisions have centred on growth for years, but the current setting of uncertainty, geopolitical turmoil and high volatility argues for a renewed focus on ‘value’. Carmine tells Chief Market Strategist Daniel Morris that in value investing, investors should take into a ... Show More
7m 51s
Mar 2025
The Trading Floor: Breaking Down the Latest Sell-Off in Markets
Markets just took a hit, why? In this episode, Anthony and Piers break down the latest global market sell-off, unpacking the forces at play. From fresh tariff announcements and critical CPI data to technical market trends and Trump’s strategic economic moves, they dissect what’s ... Show More
29m 45s