Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Adventurous Media and Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adventurous Media and Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Reality check for AI sends markets lower

18:00
 
Share
 

Manage episode 517832377 series 3360361
Content provided by Adventurous Media and Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adventurous Media and Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Global markets retreated yesterday as investors took a closer look at lofty AI valuations. The US dollar climbed to a three-month high, supported by persistent inflation concerns and the ongoing government shutdown. Commodities came under pressure, with both gold and oil slipping, while crypto markets saw sharp declines amid broader risk-off sentiment. In Asia, tech-led losses weighed on indices, and minutes from the Bank of Japan revealed a growing internal debate over potential rate hikes. Joining the show today are Dario Messi, Head of Fixed Income Research, who discusses the US public debt dynamics, and Mathieu Racheter, Head of Equity Strategy Research, who shares insights on Q3 hyperscaler earnings, the AI bubble, and emerging market equities.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:35) - Markets wrap-up: Lucija Caculovic, Product & Investment Content
  • (07:13) - Bond market update: Dario Messi, Head of Fixed Income Research
  • (11:21) - Q3 earnings season update: Mathieu Racheter, Head of Equity Strategy Research
  • (16:49) - 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.

  continue reading

847 episodes

Artwork
iconShare
 
Manage episode 517832377 series 3360361
Content provided by Adventurous Media and Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adventurous Media and Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Global markets retreated yesterday as investors took a closer look at lofty AI valuations. The US dollar climbed to a three-month high, supported by persistent inflation concerns and the ongoing government shutdown. Commodities came under pressure, with both gold and oil slipping, while crypto markets saw sharp declines amid broader risk-off sentiment. In Asia, tech-led losses weighed on indices, and minutes from the Bank of Japan revealed a growing internal debate over potential rate hikes. Joining the show today are Dario Messi, Head of Fixed Income Research, who discusses the US public debt dynamics, and Mathieu Racheter, Head of Equity Strategy Research, who shares insights on Q3 hyperscaler earnings, the AI bubble, and emerging market equities.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:35) - Markets wrap-up: Lucija Caculovic, Product & Investment Content
  • (07:13) - Bond market update: Dario Messi, Head of Fixed Income Research
  • (11:21) - Q3 earnings season update: Mathieu Racheter, Head of Equity Strategy Research
  • (16:49) - 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.

  continue reading

847 episodes

Semua episod

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play