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.
2026 _ NEWS
S&P 500 Earnings: half of the growth is only accounting
The U.S. earnings season continues to surprise, but behind seemingly exceptional numbers lies a......
2026 _ NEWS
The Fed, Warsh, and the Risk Nobody Sees
The week was dominated by the Federal Reserve and Kevin Warsh’s first press conference as......
2026 _ NEWS
Una settimana a due facce: inflazione record, SpaceX e la fragilità strutturale degli indici
La settimana sui mercati finanziari si è sviluppata in due fasi nettamente distinte,......
2026 _ NEWS
The market is right. And that is exactly the problem.
The market abruptly put an end to a period of strong enthusiasm, reminding investors that even the......
2026 _ NEWS
The rally that shouldn't happen
This week’s episode examines a seemingly contradictory market: the macroeconomic environment......
2026 _ NEWS
Stocks and bonds are telling two different stories.
Financial markets are experiencing a phase of strong divergence between equities and bonds. On......
2026 _ NEWS
The rally holds. Complexity is increasing.
Welcome to a new episode of the podcast. Today we’re talking about a market that continues......
