Podcast
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2026 _ NEWS
The Strait of Hormuz is driving prices, earnings are driving the market.
Financial markets are starting the week amid uncertainty, with geopolitical tensions dominating the......
2026 _ NEWS
Uncertainty and Pessimism: Why the Market Might Surprise on the Upside
Financial markets are navigating a period dominated by macroeconomic uncertainty and geopolitical......
2026 _ NEWS
The din of war versus the power of the economy
The week on the markets was marked by the interplay of two opposing forces: the sudden resurgence......
2026 _ NEWS
The market between energy shock and solid fundamentals
The week on the financial markets was dominated by the return of geopolitical risk. Oil exceeded......
2026 _ NEWS
Geopolitics and AI: the market recalibrates risk
The episode aired on March 2, 2026 analyzes a market grappling with two sources of uncertainty:......
2026 _ NEWS
Beneath the surface of the market, everything is changing
The podcast on Monday, February 23, 2026 analyzes a stock market that appears static on the surface......
2026 _ NEWS
When the market stops looking for winners and starts hunting down losers
The week on the financial markets showed a shift in tone that was more subtle than dramatic. There......
