logo
episode-header-image
Aug 19
11m 21s

Financial markets cautiously optimistic ...

JULIUS BAER
About this episode

President Zelenskyy’s second meeting at the White House delivered more smiles than his first but resulted in expectations rather than deals. President Trump has announced that he will now set up a face-to-face meeting for Ukraine and Russia’s leaders, and President Zelenskyy has made security guarantees a ‘starting point for ending the war’. Financial markets are breathing a small sigh of relief and now turning their attention to the Jackson Hole global central bank symposium starting on Thursday. Meanwhile, technological advancements and product innovations in the asset management space are blurring the divide between public and private markets, and the exchange traded fund (ETF) market is now undergoing something of a revolution – Next Generation analyst Manuel Villegas joins the podcast to explain the trend and what it might mean for investors.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:28) - Markets wrap-up: Bernadette Anderko, Product & Investment Content
  • (05:27) - Future of finance: Manuel Villegas, Next Generation Research
  • (10:14) - Closing remarks: Helen Freer, Product & Investment Content

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 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
Oct 6
All eyes on Japan as markets rally ahead of historic leadership shift
Japanese equities surge to fresh record highs as Sanae Takaichi – known for being pro-stimulus - has won the LDP leadership and is likely to become the country's first female prime minister. Consequently, Japanese government bond yields have risen, while the yen weakened against ... Show More
9m 39s
Recommended Episodes
Feb 2025
Ray Dalio on AI, Job Loss & the Future of the Economy | #EP 148
In this episode, Ray and Peter discuss the changing world order, China vs. the USA, and Ray’s thoughts on the future of the US. Recorded on Feb 3rd, 2025Views are my own thoughts; not Financial, Medical, or Legal Advice. Ray Dalio is a renowned investor, hedge fund manager, and p ... Show More
1h 46m
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
Mar 2025
Trump’s Crypto Pump - Ep 1014
Peter Schiff exposes crypto market manipulations by Trump's team, critiques Social Security as a Ponzi scheme, and analyzes recent concerning economic data. #trump #bitcoin #cryptoSponsor Promotions- Stash: Go to https://get.stash.com/gold to see how you can receive $25 towar ... Show More
1h 3m
Jul 2024
Market’s Musical Chairs & A Conversation with Jonathan Litt
Dan Nathan and Guy Adami discuss with the significant news of President Biden dropping out of the race, leading to conversations about the implications for the market and potential changes in political leadership. The episode also covers recent earnings reports, particularly focu ... Show More
1h 3m
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
Aug 21
How smart investors stay ahead of the next market shift
Don’t get left behind - here’s how to position your portfolio before the next market rotation hits. In this episode of Stocks in Translation, Interactive Brokers Chief Strategist Steve Sosnick joins host Jared Blikre and Senior Reporter Allie Canal to discuss market dynamics, par ... Show More
24m 45s
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
Can Trump, Bessent, & DOGE Drive Long Bond Yields Lower? | Weekly Roundup
This week, we discuss the possibility of the market discounting Trump, Bessent, & DOGE success, the market implications of the Treasury QRA, and whether the manufacturing uptick is tariff front-running or the beginning of a new boom. We also delve into the state of the crypto mar ... Show More
51m 14s
Aug 19
Stock Market Noise vs. Real Catalysts: What Actually Moves the Market?
In this Market Mondays clip, hosts Troy Millings, Ian Dunlap, and Rashad Bilal break down what really drives the stock market and what’s just background noise. With stock futures drifting higher ahead of a high-profile meeting, the team explores whether political events and globa ... Show More
4m 51s
Sep 2024
Financial Markets Back on the Brink of Collapse - Ep 978
Market Turmoil & Economic Uncertainty: A Deep Dive into Non-Farm Payroll Report and Fed Policies In this episode, we explore today's weaker-than-expected non-farm payroll report and its impact on the markets. Despite a brief improvement in stock indices following rate cut exp ... Show More
1h 1m