Podcast
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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......
2026 _ NEWS
The strength of the market and the fragility of consensus.
In this episode, we analyze the paradox currently dominating financial markets: on one side, clear......
