Episodios

  • Disney joins OpenAI!

    Disney joins OpenAI!
    Dec 12 2025
    The S&P 500 edged higher yesterday as investors digested the Fed’s 25bp rate cut. Value stocks benefited from rotation out of tech, which faces challenges beyond borrowing costs — circularity, high debt, and uncertain revenues. Broadcom’s strong results weren’t enough to lift sentiment, as margins and AI profitability concerns weighed on the market. But OpenAI- Disney deal should give a hint on how OpenAI is turning its intelligence into actual dollars! On the macro front, next week’s US CPI release will be critical to watch, as it could reinforce post-Fed trends or shake market optimism heading into year-end, though it won’t answer The Million Dollar Question: Is This A Bubble! Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.
    Más Menos
    10 m
  • Bitcoin vs. FED | Crypto Talk

    Bitcoin vs. FED | Crypto Talk
    Dec 11 2025
    The FED has decided, can we return to the Bullrun now? 00:00 Intro 00:24 Disclaimer 00:29 Preview 00:38 Bitcoin 04:02 Ethereum 05:22 Solana 06:41 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content: https://www.swissquote.com/private/inspire _____ 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers
    Más Menos
    7 m
  • Odd optimism around the Fed – and what’s next...

    Odd optimism around the Fed – and what’s next...
    Dec 11 2025
    The Fed cut rates by 25 bp, but rising dissent and political dynamics are creating uncertainty at the heart of the FOMC. Markets initially cheered, but Oracle’s earnings highlighted heavy AI spending and debt concerns, sending stocks lower. All eyes now turn to Broadcom’s Q4 FY2025 results, expected to show strong growth in EPS and revenue, driven by AI chips and networking demand, including Google’s TPUs. Can Broadcom keep the tech rally alive, or is caution about to take center stage? Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.
    Más Menos
    10 m
  • What happens the day after the Fed cuts?

    What happens the day after the Fed cuts?
    Dec 10 2025
    The Federal Reserve is expected to deliver a widely anticipated 25bp rate cut today — but the real story is what comes next. Markets may know the headline move, but they have no clarity on how many cuts the Fed sees in 2025, how the dot plot will shift, or whether policymakers are willing to lean dovish in a world where inflation risks refuse to fade. Global central banks are turning hawkish, yields are pushing higher, and investors are bracing for a message that could make or break sentiment into year-end. Will the Fed validate hopes of easier policy, or deliver a classic “hawkish cut” that reminds everyone inflation isn’t beaten yet? And most importantly — will Santa bring gifts to the markets, or stay snowed out? Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.
    Más Menos
    10 m
  • Hollywood Backstages

    Hollywood Backstages
    Dec 9 2025
    The fight for Warner Bros. is heating up. Netflix has bid for the studio’s content and streaming assets, while Paramount has countered with an offer for the full company. The outcome could reshape the streaming landscape, determining who controls some of Hollywood’s most valuable franchises. Meanwhile, IBM is making strategic moves in the AI space, acquiring data-streaming company Confluent to strengthen its software and real-time analytics capabilities, enhancing AI offerings across industries. Nvidia also made headlines, receiving approval to sell its H200 chips in China, a step that could boost its AI hardware sales, though challenges remain with domestic competitors and regulatory restrictions. On the macro front, markets are watching the FOMC’s two-day meeting, where a 25-basis-point rate cut is expected. Between media battles, AI expansion, and central bank policy, investors have plenty to digest this week. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.
    Más Menos
    11 m
  • Fed cut is almost certain. The oulook is not.

    Fed cut is almost certain. The oulook is not.
    Dec 8 2025
    We are entering a key week for markets, with central bank decisions and major earnings reports set to shape investor sentiment. Oracle and Broadcom will release earnings on Wednesday and Thursday, respectively, providing insights into the ongoing impact of AI adoption and cloud expansion. The Fed is widely expected to deliver a 25bp rate cut on Wednesday, while the RBA, BoC, and SNB are likely to maintain their policy rates. However, there is no guarantee that the Fed’s move will sustain year-end optimism. Any hawkish commentary or signals of caution could quickly temper investor enthusiasm and limit market gains. With both corporate results and central bank guidance in focus, this week promises to test how markets navigate the delicate balance between growth prospects, inflation trends, and policy expectations. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.
    Más Menos
    11 m
  • Upbeat, ignoring risks

    Upbeat, ignoring risks
    Dec 5 2025
    This week’s market dynamics highlight a striking disconnect: the S&P 500 flirts with all-time highs while underlying economic indicators signal slowing growth, job losses, and rising debt nearing $40 trillion. The US dollar tests critical technical support, Japanese yields climb toward 1.95%, and the Fed’s upcoming policy moves remain under close scrutiny. Tech and AI investments continue to mask deeper macroeconomic vulnerabilities, with AI now contributing significantly to US GDP growth. In Asia, Moore Threads Technology stole the spotlight with a near 500% surge on its Shanghai debut, reflecting both investor enthusiasm and China’s push for a homegrown AI-GPU ecosystem. Meanwhile, crude oil remains flat despite OPEC’s supply pause, and natural gas prices rise amid global demand and energy transition considerations. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.
    Más Menos
    10 m
  • Bitcoin going for it | Crypto Talk

    Bitcoin going for it | Crypto Talk
    Dec 4 2025
    Bitcoin is attempting to go for 100k USD...as the bullish news increase 00:00 Intro 00:23 Disclaimer 00:27 Preview 00:36 Bitcoin 03:24 Ethereum 05:15 Solana 07:05 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content: https://www.swissquote.com/private/inspire _____ 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers
    Más Menos
    7 m