In tune with the markets

Bond yields are climbing, the Magnificent 7 are back in the spotlight, and the bill for the AI boom is getting bigger. Meanwhile, government debt is weighing on budgets and investors are counting on strong earnings to keep markets moving higher. Is the market dancing to a samba, or feeling the stress? Length without disclaimer: 19 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

Markets keep marching higher, but are the fundamentals starting to miss a beat? Earnings forecasts remain optimistic, bond yields are climbing despite anchored inflation expectations, and AI spending shows little sign of slowing. Meanwhile, fears about AI are growing louder. Do they reflect genuine risks, or are they driven by incumbents worried about disruption? Length without disclaimer: 17 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

Equity markets have reached new highs this summer, but volatility is lurking beneath the surface. With bond markets flashing warnings and the debasement trade back in focus, is trouble brewing for equities, or can this bull market continue its remarkable run? Length without disclaimer: 20 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

Inflation remains the headline act in global markets, but the heat doesn't stop there. Earnings season is setting the stage for fresh surprises, Korean equities are testing the durability of the emerging‑markets rally as leveraged ETF dynamics unwind, and AI‑driven capex is rippling through credit markets. Meanwhile, the VIX may look calm, yet single‑stock volatility is hitting unprecedented highs. Plenty is cooking beneath the surface. Length without disclaimer: 16 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

With a new Fed chairman settling in, markets may need to brace for choppier waters. But for now, optimism rules. AI is propelling equities higher, Korea is hitting fresh records, and Wall Street is holding firm — even celebrating the 'greatest IP in history', SpaceX. Length without disclaimer: 18 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners