Welcome to the dancer fever podcast, where amazing things happen.
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Dancer Fever Podcasts
Robeco's monthly podcast that makes sense of the latest market moves. Covering macro events, corporate news, investment insights – and the beat of the week.
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Yo!🌞 I am FabSab44, an awkward yapper Arcade Rhythm Game enjoyer and BEMANI simp in the USA. This podcast is just rambles about rhythm games as the name suggest, less focused on technical aspects and more just vibes. I really enjoy are DDR, ITG (stam and tech), Beatmania IIDX, PIU, SDVX, pop'n, beatsaber, WACCA...I try to dabble in everything. Feel free to reach out to me on Discord @saberwing if you would collab. DDR stuff: https://3icecream.com/profile/fabsab44 5146-7087 check out https:// ...
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Surprisingly, Beethoven sets the tone in 2025's last episode of this podcast series. Arnout van Rijn and Peter van der Welle talk about the upbeat 2026 outlook for equities, the strange case of the Japanese bond yields and why investors might end up wrong-footed in the year to come Length without disclaimer: 16 minutes This podcast features materia…
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With the present lack of data, the Federal Reserve is maneuvering in the dark. The AI hype is still very much alive after Nvidia delivers again, but worries on the return of all those billions invested are mounting, also on the credit markets. What's happening in Japan, and will COP30 in Brazil open fresh opportunities for emerging market bonds? Tu…
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Are President Trump's policies stirring a 'high-pressure economy' of growth and inflation? Gold's gone galactic again – prices are soaring, with ETFs snapping up big volumes, and AI's trillion-dollar footprint continues to reshape markets, portfolios – and even geo-politics. Tune in to a new episode of our upbeat financial markets podcast.…
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Arnout van Rijn shares insights on Robeco's newly released 5-year outlook. What can we expect in a world full of uncertainties, where investors continue to dance — seemingly unfazed by the risk of the music stopping? Markets are showing signs of frothiness, Europe is finally stepping into the AI race, and—oh là là—France finds itself in turmoil.…
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In this episode, Arnout van Rijn explores the latest big, beautiful trade deals, mounting challenges to the 'G' in 'ESG', and the upbeat outcome of the latest earnings season.By Robeco
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Arnout van Rijn discusses the ongoing search for safe havens while markets continue hitting fresh new all-time highs. Also in this episode: the Korean paradox, the rise of stablecoins, and why share buybacks are replacing dividends. Tune in to enjoy the steel-panned summer vibes of our July episode.By Robeco
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The oil price has taken center stage again, while investors still struggle with the question whether the US dollar will continue to weaken. Washington's big spending bill keeps the US deficit decisively dicey and Europe ramps up defense spending.By Robeco
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It's the 'Trump Always Chickens Out' economy, says multi-asset investor Arnout van Rijn. Confusion is still the name of the game. Stock markets have recovered, but there seems to be little reason to be that optimistic given the underlying data. It reminds Van Rijn of the infamous 'Wile-E Coyote' phenomenon.…
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Tariffs are calling the tune as the US rattles global markets with a high-stakes trade war. US consumer confidence tanks, while gold holds up as a refuge. Looking ahead: what will the earnings season reveal about sentiment and corporate planning, and how will central banks navigate some very tough policy choices in the coming weeks? Listen in as Ar…
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A flight to safety is occurring in financial markets as Europe faces another 'whatever it takes' moment, with governments pledging to significantly increase defense spending. Is this a watershed moment for financial markets? This podcast features material by fair use guidelines. All rights reserved to the copyright owners…
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China has just entered the year of the snake. It might not be able to get back on the previous economic growth track, but equity markets might offer some tradeable rallies opportunities. The so called 'Dogs of the Dow' are having a great start of the year, with European stock markets also in catch-up mode. Tune in now. This podcast features materia…
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The next earnings-reporting season is kicking off and will bring new evidence of whether the market hype is still justified. European equities, may be poised for a turnaround. That might depend on the right trigger to unlock valuations, though. And US bond yields are on the move, signalling a more normalized yield curve. This podcast features mater…
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Covering the sobering and humbling exercise of predicting markets for the next calendar year. Surprisingly, mega cap-growth stocks have returned to their winning ways post-US elections. The outlook for European stocks might be improving, at least from a contrarian perspective. This podcast features material by fair use guidelines. All rights reserv…
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Markets celebrate a Trump victory; another robust earnings season adds to the momentum; and are the COP gatherings losing relevance? Tune in to our latest podcast episode with some Trump-endorsed beats. This podcast features material by fair use guidelines. All rights reserved to the copyright owners…
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SpeakEasy Smashcade is an amazing fever dream and I think about it all the time
1:21:59
1:21:59
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1:21:59On this episode I am joined by SpeakEZ/Jonah (https://x.com/InstallingLife) the owner of SpeakEasy Smashcade (https://www.facebook.com/groups/845616975771273/), an amazing fun house filled with cabs and cool shit everywhere. It truely is something you can only experience in real life, we talk about the origins and how it came to be, and the reality…
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Pad Maintenance, Owning cabs, Being an Arcade Tech and MORE ft. LukeLukeRevolution
1:15:28
1:15:28
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1:15:28In this episode our host FabSab44 talks with a pillar of the Minnesota rhythm game community Luke (https://x.com/LKLKRVLN and @lukelukerevolution on discord)! He shares his experiences buying and owning a DDR Max cab, now a DDR white cab, two B2L pads and working at David and Brothers (you know who I mean).…
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Dance Dance Revolution BOOMERS Recount DDR History
1:36:25
1:36:25
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1:36:251x No Bar? Coin Lines? DDRFreak? MAX300? metrics.ini? ?!!! ... On this episode I am joined by the wonderful JulieQ (https://x.com/jujukoo) an amazing old school DDR player who has an insane amount of stories and DDR trivia to share with us. This one really is a treat. Also the aaron in Japan book we mentioned in the episode is https://www.amazon.co…
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In this month's In Tune with the Markets episode, portfolio manager Arnout van Rijn discusses the boom and bust after China's monetary measures; inflation that is likely not to be dead yet after all; and guess what: gold is back as an asset class, with central banks, particularly in India and China, buying gold again. This podcast features material…
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This week it's all about the mixed signals we see in the markets. Various asset classes seem to interpret them in different ways. Will tech stocks extend their rally? And what about the impact of the upcoming US elections? This and a lot more in a new episode of 'In tune with the markets' – this time with stock market veteran Arnout van Rijn and mu…
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Still loving this game after all these years (ft.cirbro/warpdrive from Dancer in the Dark)
50:28
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50:28In this episode FabSab44 and cirbro/warpdrive (from the Dancer in The Dark pod) two very longtime players who enjoy uppers talk about their motivations for the game and really just ramble. Ultimate yapping duo right here. Don't forget to follow Cirbro https://x.com/cirbro https://open.spotify.com/show/54rDi2mpf4HqVqnjCny7QF?si=834ef45a21e2408c&nd=1…
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Rhythm Game Ramblings [Episode 0] Introduction / Reboot
3:05
3:05
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3:05An intro to this podcast, tldr I will be yapping about rhythm games and life so feel free to come along on this run on sentence or don't. This isn't going to be a very educational or fact based podcast so if you are looking for that this is probably not for you. I just like to talk, first podcast in a long time though so please excuse the 100 "umms…
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This week it's all about the unwinding of the carry trade, the remarkable recent sell off and recovery of equity markets, earnings season and the ESG backlash that seems to be growing stronger and stronger in the US. Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. Length without disclaimer: 18 minutes. …
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This month portfolio manager Arnout van Rijn discusses the prospects for emerging markets that continue to look promising. In the meantime, the S&P 500 sets all-time highs almost on a daily basis, surfing the AI hype. The number of stocks fuelling the market rally is worrying though. Length without disclaimer: 15 minutes. This podcast features mate…
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This week it's all about Europe for a change. Macron's decision to call an early election impacts European bond markets. And Europe plays tough, announcing a new regime of tariff hikes for Chinese EVs, but China seems unimpressed so far. Tune in to hear more. Length without disclaimer: 16 minutes. This podcast features material by fair use guidelin…
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This week it's all about elections and electricity. Utilities may be making a comeback in investors' books, partly driven by AI's thirst for electricity. Meanwhile markets digest election surprises in Mexico, South Africa and especially India. Tune in to hear more. Length without disclaimer: 13 minutes. This podcast features material by fair use gu…
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Nvidia delivers as hoped for – but will this market darling keep its dominance? Although Anglo American has turned down BHP's latest bid, citing serious execution risk, it's open to talking to its Aussie rival about the structure of the offer. And: signs of fatigue in US consumer spending. Length without disclaimer: 16 minutes. This podcast feature…
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Mounting concern about the strength of the US economy, Japan goes all-out to defend the yen, and private equity firms may have something up their sleeves. Listen as Arnout van Rijn gives the analysis in our latest podcast. Length without disclaimer: 17 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyri…
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Tune in for the best of markets and the best in music, this time with Colin Graham, head of Robeco Sustainable Multi Asset Strategies. This week it's all about the one-million-dollar question: is the bull market running out of steam? Reported earnings will be a key factor and so far, the sun is still out. Length without disclaimer: 15 minutes. This…
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Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's about rates, inflation, another iconic brand struggling, and the seasonal effect on markets: will it be May-hem? Length without disclaimer: 15 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyrig…
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Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's about Japan's move to a 0% interest rate, the momentum for equities and the IPO market and the buzz around social media platforms going public. Length without disclaimer: 15 minutes. This podcast features material by fair use guidelines. All…
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Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all aboutalternative assets. Both safe haven gold and risk-on asset Bitcoin are reaching all-time highs. What's cooking? Length without disclaimer: 14 minutes. This podcast features material by fair use guidelines. All rights reserved to the…
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Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about the US equity market party, the end of the Korean discount and the never-ending battle between old rivals greed and fear. Length without disclaimer: 17 minutes. This podcast features material by fair use guidelines. All rights rese…
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Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about the stock market reaching all-time highs. Rates will come down one way or the other, but do watch the canary in the coalmine. Length without disclaimer: 16 minutes. This podcast features material by fair use guidelines. All rights …
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Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about Europe's sick man Germany, the January effect, earnings season, and the potential risk of derivatives on the Chinese equity market.By Robeco
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Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about Davos, the freshly launched Bitcoin ETF, China's headwinds, earnings season in the US and the Great ESG Divide.By Robeco
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Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about emerging markets – from the remarkable revival of the Polish stock market to China's restrictions on the gaming industry, a multi-billion-dollar market and its bid for the EV crown. Length without disclaimer: 16 minutes. This podca…
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Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about all-time highs on the equity markets, swift moving bond yields, COP28 and why equity investing is best done in winter. Length without disclaimer: 16 minutes. This podcast features material by fair use guidelines. All rights reserve…
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Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about the central banks, the bond market rally, some hot Asian stocks, COP28 and markets only moving in one direction. Length without disclaimer: 15 minutes. This podcast features material by fair use guidelines. All rights reserved to t…
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Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week it's all about the Santa Claus rally, the US consumer, buy backs, AI and... politics. Length without disclaimer: 15 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners…
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Tune in for the best of markets and the best in music with portfolio manager Arnout van Rijn. This week he discusses a short selling ban in Korea, the third anniversary of the comeback of value investing, and the great divide between the Global North and the Global South. Length without disclaimer: 16 minutes. This podcast features material by fair…
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Tune in for the latest from portfolio manager Arnout van Rijn. Currently, US yields have reached 5%. The earnings season is off to a promising start, with a significant number of companies exceeding expectations. Meanwhile, 'safe havens' as well as the VIX are charting year-to-date highs. Length without disclaimer: 15 minutes. This podcast features…
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Tune in for the latest from portfolio manager Arnout van Rijn: an upside-down world in which MANAMANA stocks seem to be considered defensive – while staples are not; politicians are in denial about long bond rates seeking to settle at higher levels; and that company that shows decent growth but whose stock price has deflated. Length without disclai…
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Arnout van Rijn discusses the all-time highs in Scandinavian stock markets, the Fed's 'higher for longer' message, and much more. Length without disclaimer: 14 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright ownersBy Robeco
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A new episode of Robeco's bi-weekly podcast that makes sense of the latest market moves – with a musical twist. Tune in to hear the latest from Portfolio Manager Arnout van Rijn on Expected Returns, inflation in Japan, and finally some new IPOs on Wall Street. Length without disclaimer: 14 minutes. This podcast features material by fair use guideli…
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Tax it! A new episode op Robeco's bi-weekly podcast that makes sense of the latest market moves – with a musical twist. Tune in to hear the latest from Portfolio Manager Arnout van Rijn on China, central banks and tax policies in the US. Length without disclaimer: 12 minutes. This podcast features material by fair use guidelines. All rights reserve…
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In our latest episode, Arnout discusses how markets are repositioning in line with Fed hawkishness and a US sovereign debt downgrade; he looks at economic and financial news out of China that points to a steadily weakening economy; warns about the risks of concentration in equity portfolios and talks about how investing in consumer health has taken…
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Arnout talks about China's policy thrust and local government debt woes, the state of the housing market, insights from the latest earnings reports, and some significant musical news from the past week. Length without disclaimer: 16 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners…
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Tune in to hear Arnout van Rijn explain his song choice of the week, in light of: More conciliatory language being used by Chinese and US leaders regarding trade and investment relations The continuing war on inflation, and liquidity tightening as a powerful policy tool Mixed news from emerging markets, but an overall positive story on valuation di…
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A new episode of Robeco's biweekly podcast that makes sense of the latest market moves – with a musical twist. In this episode, Arnout van Rijn discusses: Faltering confidence in the globalization model, and clear signs that countries and regions are pursuing independence. Part of the outflow of this is the fact that we're ensconced in a 'chip war'…
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A new episode of Robeco's biweekly podcast that makes sense of the latest market moves – with a musical twist. Tune in to hear the latest from Portfolio Manager Arnout van Rijn. Length without disclaimer: 15 minutes. This podcast features material by fair use guidelines. All rights reserved to the copyright owners…
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