Best Julius Baer Podcasts (2024)

1
182: TWIN PETES INVESTING PODCAST 129: Discounts & Investing opportunities, Julius Baer, National Grid, Jupiter AM, Eagle Eye Solutions, Liontrust Am, FTSE 100, TwinPetes Investing Challenge winnings stocks ... 1:06:55

14d ago1:06:55

1:06:55

The topics, stocks and shares mentions / discussed include: Discounts & Investing opportunities, Julius Baer National Grid / NG. Eagle Eye Solutions / EYE / #SaaS / #Ai-Powered solutions Jupiter Asset Management / JUP Liontrust AM / LIO Dividends Citywire Elite Companies / Algy Hall TwinPetesInvesting Challenge May winning stocks Zotefoams / ZTF Be…

1
Politics and inflation remain in focus 11:53

2h ago11:53

11:53

A batch of underwhelming data out of the US keeps rate cut expectations for the Fed alive. While that helped US yields to trade lower in yesterday’s session, European yields remained steady for the most part ahead of this Sunday’s first round of parliamentary elections in France. The political uncertainty continued to weigh on equities in Europe, w…

1
183: TWINPETESINVESTING PODCAST 130: With a special guest, How to find quality smallcap winners, Ibstock, Guzman y Gomez, Pennant International, SDI, IG Design Group, Convatec, YouGov, Wynnstay, AGY DXRX ... 1:40:57

8h ago1:40:57

1:40:57

The topics, stocks and shares mentions / discussed include: With special guest Martin Flitton @private_punter on X How to find quality smallcap winners Know what you own Ibstock / IBST IG Design Group /IGR Pennant International / PEN SDI Group / SDI Convatex / CTEC YouGov / YOU Wynnstay Group / WYN Allergy Therapeutics / AGY Diaceutics / DXRX Oxfor…

1
Mid-Week Indie Music Playist - Powered by Fiverr.com/DTongSports 1:31:03

11h ago1:31:03

1:31:03

The BEST Top Independent Music Artists & Singers from around the world: EDM, Indie Rock, Indie Pop, Hip Hop, R & B, Rap, reggae, Jazz, Country, Folk, & more ...Hosted by DTong Advertising & Sponsorship: http://goo.gl/ioP6Hw Guaranteed Song Play & Promotion: http://goo.gl/4aD98w BROUGHT TO YOU BY: Cooking Clean by Bethany Smith https://bit.ly/45tP04…

1
Asian tech stocks hit by US chipmaker woes 12:18

1d ago12:18

12:18

Major US stock indices eked out only minor gains yesterday as investors remained cautious ahead of the Fed’s preferred measure of inflation (PCE), due tomorrow. Shares in chipmaker Micron Technology slumped in afterhours trading yesterday, with reverberations being felt across Asia-Pacific markets today. Norbert Rücker, Head of Economics & Next Gen…

1
US Treasury auctions calm nervous investors 11:25

2d ago11:25

11:25

While it was only a few consumer services and information technology stocks that drove the gains in the US equity markets yesterday, the good news came from a successful auction of 2-year Treasury notes by the US Treasury Department. Dario Messi of Fixed Income Research explains why the results of these US Treasury auctions have become so important…

1
Investing in private credit 19:23

2d ago19:23

19:23

How are loans made by direct lenders different from bank loans? What should potential investors in this asset class need to be aware of, and for whom is it suited. Listen to the latest Beyond Markets podcast, with Fiona Kenyon, Head of Private Markets Advisors at Julius Baer, and Craig Packer, Co-President and Head of Credit at Blue Owl Capital, to…

1
The Week in Markets: Most valuable company, lessons from Jensen and US presidential elections 11:00

3d ago11:00

11:00

In this episode, we review what happened last week, Nvidia’s new achievement unlocked as most valuable company in the world and the US presidential elections. We also dive into Nvidia CEO Jensen Huang’s mindset on how he arrived at where he is today. This episode is presented by Kelly Chia (Deputy Head of Research, Asia).…

1
Tune in to the Market Outlook Mid-year 2024 webcast 15:39

3d ago15:39

15:39

European equity markets rose on reports that China and the European Union will sit down to discuss the EU's plan to impose additional tariffs on electric vehicle imports, despite uncertainty over the French election. 70% of the S&P 500 constituents were higher, but the index was lower on weakness in Nvidia. Shein is in the news for a possible IPO. …

1
Federated Hermes' Saker Nusseibeh on the need for less political ambivalence towards the City, and how fund managers and regulators could rethink their approach to ESG 37:30

3d ago37:30

37:30

Today’s guest calls on politicians on both sides of the UK’s political spectrum to reconsider their ambivalence towards the City and to do more to promote its achievements in the run up to next month’s election and beyond. He outlines where fund managers and regulators may want to rethink their approach to investments within the environmental, soci…

1
America innovates, Europe regulates - Tech companies delay AI features in Europe 12:16

4d ago12:16

12:16

After markets were rattled by weaker-than-expected economic data last Friday, investors are facing rising political risks this week, with the first US presidential debate between Joe Biden and Donald Trump scheduled for Thursday and the French election on Sunday. Recent leading indicators point to a slowdown in economic momentum in Europe, weighing…

1
The BEST Indie Music on #dtongradio - Powered by Fiverr.com/DTongSports 1:43:15

6d ago1:43:15

1:43:15

The BEST Independent Music Artists & Singers from around the world: EDM, Indie Rock, Indie Pop, Hip Hop, R & B, Rap, reggae, Jazz, Country, Folk, & more ...Hosted by DTong Advertising & Sponsorship: http://goo.gl/ioP6Hw Guaranteed Song Play & Promotion: http://goo.gl/4aD98w BROUGHT TO YOU BY: Cooking Clean by Bethany Smith https://bit.ly/45tP04f ht…

1
European equities outperform as investor sentiment improves 14:51

7d ago14:51

14:51

European equities were higher as investor confidence returned following a successful auction of French government debt. In the US, however, mega-cap tech stocks dragged the broader market lower, pausing the impressive rally seen in recent weeks. David Kohl, Chief Economist, discusses why he believes Swiss interest rates will continue to fall and th…

1
Future cities: how can we make buildings better 17:20

7d ago17:20

17:20

In today’s episode of Beyond Markets we discuss real estate and how we can make buildings better with Carsten Menke, Head of Next Generation Research at Julius Baer.By Julius Baer

1
European markets edge lower in search of fresh stimulus 12:51

8d ago12:51

12:51

Stock markets in Europe took a breather yesterday as traders looked for fresh catalysts to extend the latest tech-driven gains. After government bond yields across the eurozone edged higher, we take a look at the line-up of today’s central bank meetings and expectations for their policy decisions. Carsten Menke, Head of Next Generation Research, gi…

1
Market Outlook Mid-Year 2024 – Let’s get cyclical 19:05

8d ago19:05

19:05

With an improving economic outlook and a broadening recovery, what should investors expect in the second half of 2024? In this episode of the Beyond Markets podcast, Christian Gattiker, Head of Research, and Kelly Chia, Deputy Head of Research Asia, talk to Helen Freer about the current market environment and where they currently see opportunities …

1
The Week in Markets: After the Fed and the BOJ 7:14

9d ago7:14

7:14

In this episode of The Week in Markets, we review the recent central bank meetings and new ideas in the US outside of Magnificent 7. In Asia, we discuss why we still like Japan and comment on the implications of recent EU tariffs on China. We also make a few simple points on private equity investments. This episode is presented by Richard Tang, Hea…

1
Markets upbeat as they await central bank decisions this week 13:42

9d ago13:42

13:42

Recent macroeconomic data from the US may encourage the Federal Reserve to start cutting interest rates, although officials have stressed that inflation needs to fall further before any action is taken. Meanwhile, in company-specific news, Nvidia’s share price soared, making it the most valuable listed company in the world. In Asia, Japan released …

1
The S&P 500’s 30th all-time high this year 13:32

10d ago13:32

13:32

French assets stabilised after last week's rout and the S&P 500 hit its 30th all-time high this year, while Indian equities also hit new highs after their election blues. Nvidia's rally this year is making life difficult for technology sector ETFs. The Reserve Bank of Australia left interest rates unchanged at its meeting today, but a rate hike was…

1
A tale of two continents 11:31

12d ago11:31

11:31

European markets were weighed down last week by heightened political uncertainty emanating from France, while US markets enjoyed a solid week on the back of encouraging inflation data. The divergence was clearly visible in relative equity performance, with the weekly gap between the S&P 500 (+1.6%) and the French CAC 40 (-6.2%) the widest since ear…

1
All Independent Music Showcase - Powered by thatsabethany.com 1:35:17

12d ago1:35:17

1:35:17

The BEST Top Independent Music Artists & Singers from around the world: EDM, Indie Rock, Indie Pop, Hip Hop, R & B, Rap, reggae, Jazz, Country, Folk, & more ...Hosted by DTong Advertising & Sponsorship: http://goo.gl/ioP6Hw Guaranteed Song Play & Promotion: http://goo.gl/4aD98w BROUGHT TO YOU BY: Cooking Clean by Bethany Smith https://bit.ly/45tP04…

1
Football fans look to Germany, investors to France 17:10

15d ago17:10

17:10

While most of Europe looks to Germany for football, investors are turning their attention to France, where President Macron’s decision to hold a parliamentary vote has caused quite a stir – French equities and bonds are both down on the week. Meanwhile, in the US, this week’s data pointed to a cooling of inflation and the labour market, making a st…

1
US CPI and Fed double bill leads US stocks to fresh highs 14:57

16d ago14:57

14:57

After US consumer prices for May rose by slightly less than expected, the US Federal Reserve yesterday left its policy rate unchanged, as anticipated, but dialled back its expectations for interest-rate cuts, now pencilling in just one for the rest of the year. Carsten Menke, Head of Next Generation Research, gives an update on the gold market and …

1
French legislative elections and US interest rate decision day 19:33

17d ago19:33

19:33

President Emanuel Macron's call for legislative elections sends shockwaves through European financial markets. It is the big day for US inflation and the Federal Reserve's interest rate decision. Apple hits a new all-time high. China remains in a deflationary environment, while Japan's producer prices surprise to the upside. Dario Messi, Fixed Inco…

1
The Week in Markets: Some normalcy returning to fixed income markets 10:20

18d ago10:20

10:20

After many years of abnormalcy in the fixed income market, we are finally starting to see some normalcy returning to it. However, that doesn't mean there are no problems with government bonds. The US debt load has risen to 35 trillion post the pandemic, consequences of the US election are uncertain, and military spending will go up if tensions cont…

1
European stocks fall on politics while US indices close at record highs 10:34

18d ago10:34

10:34

US stocks rose to new record highs yesterday as two of the major tech mega-caps led the way for the major indices. Meanwhile, Europe suffered a hangover of fresh political uncertainty after right-wing parties emerged victorious in the European Parliament elections over the weekend. Next Generation analyst Manuel Villegas shares his insights on the …

1
Former FCA chair Charles Randell, Latham & Watkins' Mark Austin, QCA's Linda Main and Baroness Bowles on what lawmakers, regulators and City execs need to do to help London's capital markets thrive 41:49

18d ago41:49

41:49

Today’s episode is a recording of a recent panel discussion at the annual conference for the Quoted Companies Alliance, which is an organisation that campaigns for the UK’s community of small and midsized publicly traded businesses and the firms that advise them. I was invited to moderate a panel on what more our regulators can do to support capita…

1
July rate cut off the table after strong US jobs report 9:52

19d ago9:52

9:52

US jobs growth surged in May and wages accelerated, prompting traders to push back the expected timing of US Federal Reserve interest rate cuts. US Treasuries sold off, pushing yields higher on Friday. And while equity markets in Europe ended the day lower, US stocks initially fell but largely pared losses to end the day just slightly in the red. M…

1
Top Indie Music Artists on #dtongradio - Powered by AncientSupplements.store 2:50:16

21d ago2:50:16

2:50:16

The BEST Independent Music Artists & Singers from around the world: EDM, Indie Rock, Indie Pop, Hip Hop, R & B, Rap, reggae, Jazz, Country, Folk, & more ...Hosted by DTong Advertising & Sponsorship: http://goo.gl/ioP6Hw Guaranteed Song Play & Promotion: http://goo.gl/4aD98w BROUGHT TO YOU BY: https://ancientsupplements.store The Core Three Principl…

1
ECB cuts rates and we like German equities 10:59

22d ago10:59

10:59

The ECB cut its deposit rate yesterday, but did not commit to further rate cuts. Eurozone banks rallied the most on the prospect of fewer rate cuts than previously expected. Microsoft and Nvidia may face antitrust investigation in the US. Two giant banks, Mitsubishi UFJ and Sumitomo Mitsui, are to start selling their strategic stakes in Toyota Moto…

1
In Conversation with GROW – June 2024 Edition 31:17

23d ago31:17

31:17

In this monthly China update, our experts review the preliminary impact of the recent key measures announced by Chinese policymakers to stabilise the property market, and if we could see a sustained recovery. The Chinese equity market has also rallied strongly since April, and our experts discuss what it could take to drive a second rally, and the …

1
Artificial Intelligence continues its ascent 9:59

23d ago9:59

9:59

Nvidia became the second biggest company in the world yesterday as its market value exceeded USD 3 trillion, whilst ASML pushed LVMH aside to take over the number 2 spot in European markets. Other technology stocks also performed well – pushing their indices to new all-time highs. Markets now await more the discussion than the decision when it come…

1
India votes to surprise 21:01

24d ago21:01

21:01

The Swiss equity market continues to shine among its European peers, with inflation well below the Swiss National Bank’s upper target and the stock market outperforming. In Asia, all eyes are on the Indian elections, where Prime Minister Modi’s party failed to win an outright majority but he looks set for a third term in office. Mark Matthews, Head…

1
Mid-Week Indie Music Playist - Powered by vb.health 3:31:46

24d ago3:31:46

3:31:46

The BEST Independent Music Artists & Singers from around the world: EDM, Indie Rock, Indie Pop, Hip Hop, R & B, Rap, reggae, Jazz, Country, Folk, & more ...Hosted by DTong Advertising & Sponsorship: http://goo.gl/ioP6Hw Guaranteed Song Play & Promotion: http://goo.gl/4aD98w BROUGHT TO YOU BY: https://vb.health Tag! You're It Santa https://bit.ly/4b…

1
The Week in Markets: US exceptionalism continues 7:52

25d ago7:52

7:52

In this episode of the Week in Markets, we discuss the outlook of interest rates as the key driver for global assets. We propose ideas for putting fresh money to work, discuss the US elections, and China. Last but not least, we feature our latest upgrade in gold. This episode is presented by Richard Tang, China Strategist and Head of Research Hong …

1
Weaker US macro data dampens investor sentiment 10:01

25d ago10:01

10:01

A flurry of weaker US economic data, which included a slowdown in factory output and a surprise contraction in the construction industry, saw the US dollar index drop to a new two-month low. The data also saw US equities post lacklustre, flat returns yesterday, while the US bond market rallied and US Treasury bond yields fell. Manuel Villegas, Next…

1
Equities set to rally further as risk-on prevails 10:47

26d ago10:47

10:47

Major stock market indices are building on May's strong performance as we enter the meteorological summer here in Europe. In Asia, Indian markets are leading the way as exit polls show a landslide victory for incumbent Prime Minister Narendra Modi. Mensur Pocinci, Head of Technical Analysis, believes there is more upside ahead for both equities and…

1
The BEST Indie Music on #dtongradio - Powered by midnightclassics.org 1:27:04

27d ago1:27:04

1:27:04

The Top Independent Music Artists & Singers from around the world: EDM, Indie Rock, Indie Pop, Hip Hop, R & B, Rap, reggae, Jazz, Country, Folk, & more ...Hosted by DTong Advertising & Sponsorship: http://goo.gl/ioP6Hw Guaranteed Song Play & Promotion: http://goo.gl/4aD98w BROUGHT TO YOU BY: Tag! You're It Santa https://bit.ly/4byEAm3 https://vb.he…

1
Wall Street diverges on bad tech news 11:11

29d ago11:11

11:11

Yesterday’s weaker-than-expected US GDP data helped to boost rate cut expectations by the Fed and bring yields down from their highs. And while equity markets in Europe and Asia gained, tech stocks in the US came under selling pressure. Disappointing earnings data and US officials reviewing licenses to chipmakers for shipments to the Middle East pu…

1
181: TWIN PETES INVESTING PODCAST 128: With special guest, A winning 30 bagger investment, Riskified Ltd, Next 15 Group, H&T Group, Foresight Sustainable Forestry Co Takeovers IDS AAL BHP WOSG HL. CVX ... 1:35:56

28d ago1:35:56

1:35:56

The topics, stocks and shares mentions / discussed include: With special guest, Andy @FlyFinance, Full-time pilot & part-time investor A winning 30 bagger investment Takeovers Riskified Ltd / $RSKD Next 15 Group / NFG H&T Group / HAT Foresight Sustainable Forestry Co / FSF Hargreaves Lansdown / HL. International Distribution Services / IDS / Royal …

1
Risk-on mood sours amid rising bond yields 11:39

30d ago11:39

11:39

Markets came under pressure yesterday after a USD 44bn Treasury auction saw weak investor demand, following two lacklustre auctions on Tuesday. The broad risk aversion gripping markets comes as rising bond yields are putting an increasing strain on risk assets. Norbert Rücker, Head of Economics & Next Generation Research, comments on the latest dri…

1
Yields jump on Fed speak and weak US Treasury auction results 11:07

1M ago11:07

11:07

While equities were broadly flat on Tuesday, US Treasury yields jumped on weak 2- and 5-year auctions and comments from Minneapolis Fed President Neel Kashkari, who said policymakers had not completely ruled out further rate hikes - even if the current policy stance was restrictive. Fixed Income strategist, Dario Messi, explains what's behind the m…

1
US-listed Ethereum ETFs on the horizon 13:25

1M ago13:25

13:25

Germany's Ifo business climate survey shows an improved outlook, while European equities see renewed inflows. Elon Musk's AI startup xAI raises USD 6 billion in its second round of funding. Japan's inflation picks up, supporting the case for higher interest rates. Shanghai makes it easier for home buyers. And the US moves to T+1 stock settlement. M…

1
Schroders' Jamie Ovenden, Julius Baer's Sarah Gadd, Slaughter and May's Jan Putnis and Turing fellow Professor Carsten Maple on how the City and its watchdogs can responsibly harness GenAI's potential 37:15

1M ago37:15

37:15

Today’s episode is a little different to normal. It is a recording of a recent panel discussion from City Week’s AI in Financial Services Leaders Summit which took place in London last week. I was invited to moderate a panel on the transformative potential of generative AI and we discussed interesting use cases for genAI in the financial services s…

1
Asia-Pacific markets open the week strongly 11:47

1M ago11:47

11:47

Fresh data from China showed that industrial profits rose, boosting Asia-Pacific markets today. Meanwhile, Ethereum, the second largest digital token, rose as the US SEC signed off on a proposal by major US exchanges to list Ether-linked products. Gold edged higher this morning, while oil prices are in a holding pattern ahead of the OPEC+ meeting l…

1
The Week in Markets: Growth scarcity 3:37

1M ago3:37

3:37

In this week’s episode, Bhaskar Laxminarayan, CIO Asia at Julius Baer, highlights our current view of markets, the “growth scarcity” in equity markets, and why investors need to look beyond the established large cap or Magnificent Seven at quality mid-cap growth names. Please also listen to our previously published episode “Global Quality Mid-Caps …

1
All Independent Music Weekend Showcase - Powered by Muggsies.com 2:06:48

1M ago2:06:48

2:06:48

The BEST Top Independent Music Artists & Singers from around the world: EDM, Indie Rock, Indie Pop, Hip Hop, R & B, Rap, reggae, Jazz, Country, Folk, & more ...Hosted by DTong Advertising & Sponsorship: http://goo.gl/ioP6Hw Guaranteed Song Play & Promotion: http://goo.gl/4aD98w BROUGHT TO YOU BY: https://www.muggsies.shop Tag! You're It Santa https…

1
Nvidia now larger than the German stock market 13:16

1M ago13:16

13:16

Stronger US economic data reduces the case for an interest rate cut, weighing on gold, US Treasuries and global equities. Bucking the trend, Nvidia was up almost 10% and its market cap is now larger than the entire German stock market. The latest eurozone data points to a recovery. Ethereum received a big regulatory boost and the launch of spot Eth…

1
NVIDIA trumps the US central bank 14:54

1M ago14:54

14:54

Equity markets are higher following NVIDIA's stellar results and despite news that the Federal Reserve may keep interest rates in restrictive territory for longer than expected. Carsten Menke, Head of Next Generation, explains why the latest Chinese stimulus package has little impact on industrial metals, and Nicolas Jordan from our CIO office summ…

1
Top Indie Music Artists on #dtongradio - Powered by RoboArtist.com 2:14:28

1M ago2:14:28

2:14:28

The BEST Top Independent Music Artists & Singers from around the world: EDM, Indie Rock, Indie Pop, Hip Hop, R & B, Rap, reggae, Jazz, Country, Folk, & more ...Hosted by DTong Advertising & Sponsorship: http://goo.gl/ioP6Hw Guaranteed Song Play & Promotion: http://goo.gl/4aD98w BROUGHT TO YOU BY: RoboArtist: Real-time Painting Platform https://bit.…

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