Episodios

  • Is it the point when the market cracks, or bulls push even harder?

    Is it the point when the market cracks, or bulls push even harder?
    Nov 14 2025
    Michael Burry is pulling the plug on his funds after years spent arguing that valuations had drifted far beyond reason. And his departure lands at a tense moment: tech is finally wobbling, short bets are climbing and investors are waking up to the fact that the Fed will make its December call without the full set of data. Yields look poised to climb, nerves are tightening and markets that once floated on AI-driven optimism suddenly feel like they’re bracing for something heavier. The dollar is sliding even as expectations stay hawkish, the yen is stuck defending the 155 line, and sterling is faltering as the Autumn Budget approaches. Underneath all this is the real question: is this the point where the cracks start to show — or exactly when the bulls decide to push even harder? 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.
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    10 m
  • Uniswap pumping! | Crypto Talk

    Uniswap pumping! | Crypto Talk
    Nov 13 2025
    The entire market is unsure as to what's going to happen, but Uniswap is showing solid strenght thanks to new tokenomics 00:00 Intro 00:22 Disclaimer 00:27 Preview 00:50 Bitcoin 03:25 Ethereum 04:32 Uniswap 05:37 Charts 07:54 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
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    8 m
  • What’s next is anybody’s guess!

    What’s next is anybody’s guess!
    Nov 13 2025
    Optimism extends to a fourth session as the US government shutdown ends and AI news drives gains. AMD jumped 9% after forecasting accelerating sales growth, while Cisco beat estimates and raised guidance, highlighting AI-driven hardware and infrastructure demand. Yet, the broader question remains: when will corporate AI spending translate into end-user revenue? Is this a bubble? What about the Fed? Will it cut rates, will it not, will the data come in time for the December meeting? 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.
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    11 m
  • Is US politics or AI pullback a bigger risk?

    Is US politics or AI pullback a bigger risk?
    Nov 12 2025
    Markets cheered the end of the 41-day US government shutdown — not even the news that SoftBank sold its entire Nvidia stake could spoil the mood. Investors are betting that softer economic data will justify another Fed rate cut in December, keeping AI investments affordable and valuations high. In Europe, stocks hit fresh records, with luxury and Swiss names leading gains on tariff optimism. But beneath the surface, questions linger. SoftBank’s pivot toward AI users like OpenAI and ABB shows the ecosystem evolving — yet the sell-off in Nvidia, Nebius, and CoreWeave hints at fatigue. Meanwhile, Alibaba’s Singles’ Day showed how deeply AI now shapes commerce, driving better engagement but not necessarily stronger consumer sentiment. Xiaomi alone sold over $4 billion in products, yet spending caution persists – leading to an existential question: can AI truly thrive if humans don’t? Listen to find out more!
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    10 m
  • Sentiment is everything!

    Sentiment is everything!
    Nov 11 2025
    Sentiment is everything. Last week, strong US earnings couldn’t lift stocks — even lower yields failed to spark appetite. This week, things flipped: TSMC’s slowing sales didn’t stop its shares from rising, Nvidia jumped nearly 6%, and the S& 500 rallied 1.5%. It’s not about data — it’s about mood. Investors are reading headlines through the lens of US political drama, data drought and Fed uncertainty. Even gold is acting like a meme stock, rallying 3% despite risk rally and higher yields. As the US government reopens, a flood of delayed data will test whether inflation is cooling and if the Fed will finally cut rates in December. Until then, markets are running on vibes — not numbers. 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.
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    10 m
  • Markets rebound on idea that US shutdown could soon end - and Huang’s thirst for more chips

    Markets rebound on idea that US shutdown could soon end - and Huang’s thirst for more chips
    Nov 10 2025
    Markets are finally taking a breather on hope that the US government shutdown may be nearing an end and on Jensen Huang’s request to TSMC for bigger supplies. On the backstage, SOFR tumbled last week as mountains of cash in money-market funds chase too few Treasuries. S&P and Nasdaq futures bounce and tech stars like TSMC, SK Hynix and SoftBank rebound in Asia. Meanwhile, Chinese inflation surprises, oil returns above $60, and everyone’s eyes are glued to Washington and the earnings calendar. Can risk appetite stick this time? Or will last week’s drama stage a comeback? 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.
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    10 m
  • What a misstep from OpenAI!

    What a misstep from OpenAI!
    Nov 7 2025
    Big Tech under pressure as Tesla’s trillion-dollar pay package shocks investors and OpenAI asks the US government for $1T guarantees — all while job cuts soar to 2003 levels. Markets are reeling as the Korean Kospi is preparing to print its worst performance since November last year and SoftBank drags the Nikkei lower. The dollar slides, oil dives below $60 and gold tries to hold the line near $4’000/oz. With the Fed, BoE and global uncertainty around AI returns weighing on sentiment and the weirdest newsflow risk appetite remains weak. Listen to find out more! #StockMarket #Tesla #BigTech #AI #OpenAI #Fed #Nikkei #S&P500 #Nasdaq #Investing #FinanceNews #MarketUpdate #EconomicNews #WallStreet #Trading #MarketVolatility #Swissquote #MarketTalk
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    11 m
  • BTC under 100k?! | Crypto Talk | Swissquote

    BTC under 100k?! | Crypto Talk | Swissquote
    Nov 6 2025
    There's a crisis going on in crypto and BTC might just break 100k USD to the DOWNSIDE! 00:00 Intro 00:23 Disclaimer 00:27 Preview 00:36 Bitcoin 02:43 Chainlink 03:18 Charts 06:00 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ Discover our brand and philosophy: https://swiwwsquote.com/?utm_source=youtube&utm_campaign=swissquote-english&utm_medium=video -------- Follow our daily analysis on TradingView: https://tradingview.com/broker/Swissquote/ideas/ _____ Learn the fundamentals of trading at your own pace with Swissquote's Education Center. Discover our online courses, webinars and eBooks: https://swq.ch/wr?utm_source=youtube&utm_campaign=swissquote-english&utm_medium=video _____ Learn more about our employees: https://swq.ch/d5 _____ Let's stay connected: LinkedIn: https://swq.ch/cH
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    9 m