Podcast
Whether you're driving, walking, in the office or at home, with headphones in your ears or not, don't miss updates on financial markets and the information you need to invest smartly.
2025 _ NEWS
Capex Boom: Opportunity or Bubble?
Last week, financial markets experienced a period of risk aversion, with global indices falling by......
2025 _ NEWS
Profits at the Top, Duties at the Gates: Who Wins?
At the heart of the financial summer, global markets are showing surprising stability, but behind......
2025 _ NEWS
Historical Maxims, But at What Price?
Global equity markets opened the third quarter on all-time highs in local currency terms, driven by......
2025 _ NEWS
Cosa si muove sotto la superficie del Rally?
The week ends with a return of risk-on in global markets, thanks to the (formal) truce between......
2025 _ NEWS
Risk Off or Opportunity? How Markets React to Shocks
Welcome to this new episode, where we look at two key issues that have captured the markets'......
2025 _ NEWS
Fiction vs. reality: is Geopolitics Slowing the Rally?
In the June 16, 2025 episode, Stefano Reali of Pharus Asset Management analyzed the global......
2025 _ NEWS
Fundamentals, confidence, liquidity: the real drivers of the market
In the June 9, 2025 episode, Stefano Reali analyzes the current scenario in financial markets.......
2025 _ NEWS
US trade chaos: an opportunity or a threat
President Trump continues to drive US trade policy with a controversial and chaotic approach. Last......
2025 _ NEWS
Rischi di Recessione USA: Investitori Ottimisti sull’Europa
Global markets experienced a week of recovery, with stock indexes up slightly and almost all......
2025 _ NEWS
2025 like 2018? Signs of déjà vu
In the latest episode of our weekly podcast, Stefano Reali, fund manager at Pharus, analyses the......
2025 _ NEWS
Prices and incentives: navigating the market storm
In this week's podcast, Stefano Reali, investment director and fund manager at Pharus, analyses......
2025 _ NEWS
Growth fears: markets under pressure
Financial markets are sending mixed signals amid concerns about a slowdown in economic growth,......
2025 _ NEWS
Slowdown or growth? The markets' bet for 2025
The week in the markets was volatile, with global equities falling 1%, while China and European......
2025 _ NEWS
Growing Europe: The numbers you can't miss
In the latest episode of our weekly podcast 'Navigating the Markets', we look at the issues......
