Episodios

  • From Nvidia to BLS – not quite the same enthusiasm

    From Nvidia to BLS – not quite the same enthusiasm
    Nov 20 2025
    Nvidia just unleashed another blockbuster quarter, blowing past revenue forecasts by roughly $2bn and lifting data-centre income well beyond the $50bn threshold. Add Jensen Huang’s remark that Blackwell demand is “off the charts” and a fresh revenue outlook of $65bn, and you have all the ingredients for a renewed surge in market confidence and a lift across tech benchmarks. Yet the more pressing issue is whether this momentum can actually last. Away from Nvidia’s glow, the macro landscape is getting heavier. The unexpected postponement of the October jobs figures, lingering uncertainty around October CPI, shrinking odds of a Fed cut, and a fresh climb in US yields are all putting pressure on sentiment. Meanwhile, Japanese bond yields continue to spike, a move that threatens to choke off easy liquidity and revive the risk of reverse carry trades. The tone of this market can shift in an instant — and investors sense it. 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
  • From euphoria to drama: what happened yesterday?

    From euphoria to drama: what happened yesterday?
    Nov 21 2025
    In just a few hours, the market swung from euphoria to outright drama. Nvidia’s stellar results gave sentiment a quick boost, but it didn’t last long — by the US open, the mood soured as questions about Nvidia’s books, AI fatigue and lingering credit concerns hit the tape. Oracle’s CDS spike, mounting chip inventories, rapidly cycling deferred revenue and a crypto sell-off all fueled a sharp risk-off move, sending the Nasdaq from +2% to deep in the red. Mixed US jobs data added to the uncertainty, while climbing Japanese yields reignited fears about repatriation of the roughly $3.4 trillion Japanese investors hold abroad. As unease grows, investors are digging deeper — and finding trouble. Bubble chatter is bubbling, volatility is building and the market is splitting between the cautious and the fearless. Strap in: this week isn’t ending quietly. 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
  • Happy Nvidia Earnings Day!

    Happy Nvidia Earnings Day!
    Nov 19 2025
    Tonight’s the night, ladies and gentlemen. Nvidia — the world’s biggest company — is about to lift the curtain on earnings, and my crystal ball is humming. Will they smash that $55 billion revenue expectation and drop another 73%-gross-margin mic on the table? Probably. Will Jensen Huang appear in a leather jacket and casually remind us that China doesn’t even matter to his forecast anymore? Also likely. But here’s the real suspense: how will markets react? While AI deals were flying a month ago fueling enthusiasm and market euphoria, today everyone’s whispering about rising debt. Not helping, fading expectations of another Fed cut and the Japanese yields rising to uncomfy levels for global investors. So will Jensen Huang save the world? Answer – in a few hours! 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
  • Where are the bad-news buyers?

    Where are the bad-news buyers?
    Nov 18 2025
    Markets are wobbling as slowing global growth, rising debt, and fading AI enthusiasm collide. Japan just posted its first GDP contraction in over a year, China’s property crisis refuses to fade, and European growth remains sluggish. Even Switzerland isn’t spared. Meanwhile, the bullish catalysts that powered markets all year — AI euphoria, massive government spending, and hopes of a dovish Fed — are losing steam. Japan’s huge $110bn stimulus barely moved the Nikkei, Fed cut expectations are evaporating, and AI stocks are under pressure despite big promises. Now all eyes are on Nvidia. The chipmaker reports Q3 earnings tomorrow, and while analysts expect another blowout quarter, even stellar numbers may not be enough to revive the bulls. Nasdaq futures are sliding, oil is stuck near $60, gold has lost momentum… and Nvidia might be the last hope for a turnaround. 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
  • When no where feels safe enough...

    When no where feels safe enough...
    Nov 17 2025
    Markets are on edge. Last week, dip-buyers pushed the S&P500 above its 50-DMA, while Nasdaq futures are hoping Nvidia will deliver results strong enough to scare the bears. Jensen Huang sounds so confident, it’s almost theatrical. Meanwhile, Fed cut expectations have softened, but Thursday’s jobs data could swing sentiment back toward dovish territory—or not. Add in US and European data, plus corporate earnings from Nvidia, Alibaba, Baidu, and major retailers, and investors have plenty to chew on. Will bulls charge, or will caution dominate? One thing’s clear: markets are volatile and the week could be a make or break one just before the Xmas vibes kick in! Listen to find pout 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
  • 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
  • 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