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Latest episodes of the podcast The Markets
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Global income plays
18/07/2025
The three top equity market themes
11/07/2025
Climbing the “wall of worry”
27/06/2025
European opportunities
20/06/2025
Staying long US assets
13/06/2025
“This is what people were hoping for”
06/06/2025
Why emerging markets could keep rallying
30/05/2025
Fade the S&P 500 rally?
23/05/2025
Why tech stocks could keep rallying
16/05/2025
“Long stocks, short bonds”
09/05/2025
Time to buy bonds?
02/05/2025
“The most attractive hedge”
25/04/2025
Opportunities amidst historic volatility
11/04/2025
Can US equities rally again?
28/03/2025
Bonds or stocks: The 2025 income play
21/03/2025
“The US is still the place to be”
14/03/2025
Buy the dip in US equities?
07/03/2025
Is the US consumer in trouble?
28/02/2025
Why gold could rise even higher
21/02/2025
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