Institutional context for fast-moving markets.
Moving Markets tracks the forces moving portfolios, from Middle East ceasefire headlines to Nasdaq records and Chinese semiconductor valuations. Its episodes pair quick market roundups with specialist conversations that keep the focus on investor implications.
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Moving Markets is a Julius Baer market-analysis feed for listeners who want financial headlines translated into portfolio context. It moves at the pace of the trading day. Recent episodes track ceasefire reports, oil above 100 dollars per barrel, equity rebounds, record highs, inflation pressure, and investor surveys pointing to stagflation concerns. The daily editions are built as concise briefings, usually opening with overnight market action before handing to specialists on FX, metals, energy, bonds, or technical analysis. The View Beyond episodes stretch out. They use longer conversations to examine themes such as the mid-year outlook, China’s diverging technology markets, AI monetization, earnings resilience, and the investment effect of geopolitical tension. The show’s register is calm and institutional. It assumes the listener understands market vocabulary, but it usually defines the pressure point clearly: growth expectations, oil supply risk, high valuations, central bank buying, or sector-level earnings momentum. There is little storytelling for its own sake. The value is in the structured pass from news to market reaction to investor implication. AI appears as both an equity driver and a valuation concern, with discussion of data center demand, monetization, and very high price-to-sales ratios in some Chinese names. China coverage is specific, comparing Hong Kong technology weakness with strength in mainland indexes tied to semiconductors and AI. Gold recurs as a defensive asset, supported by central bank buying and geopolitical stress. Energy coverage returns often to Iran, the Strait of Hormuz, blockades, ceasefires, and the risk that oil prices feed inflation. Earnings coverage looks for evidence that corporate fundamentals can hold up even when geopolitics and financial conditions become less friendly. The show is not casual money talk. It sounds like an investment floor briefing made public, complete with named strategists, economists, and research heads. That makes it useful for investors who want a composed read on why markets are moving, not just a list of what moved. Its recurring legal reminders also matter. The podcast frames its views as marketing material rather than independent investment research or personal advice.
Made for: Moving Markets is for market-literate investors, advisers, and finance professionals who want concise context on global equities, rates, commodities, currencies, and geopolitical risk. It suits listeners comfortable with institutional language and daily market rhythm.
What sets it apart: The show combines quick daily market roundups with deeper View Beyond conversations, so it covers both immediate price action and the larger investment themes behind it. Its Julius Baer contributors keep the discussion anchored in portfolio implications rather than broad business headlines.
Moving Markets is the home of podcasts at Julius Baer. Here, our expert teams share concise daily market updates in ‘Moving Markets Daily’ which is complemented by ‘Moving Markets: The View Beyond’, a weekly show dedicated to discussing the context, thematic angles, and investment implications behind key topics shaping the news cycle and conversations among our relationship managers and clients. The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for importan...
Cash goes on trial against short-duration bonds, with your purchasing power called as a witness.
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Short reviews from the PlayNext desk, based on the episodes we processed.
A mid-year market briefing that weighs geopolitics, AI, and gold while favoring regional conviction.
Viewed as a mid-year market briefing, the segment keeps geopolitics, inflation, volatile equities, and currency moves at the center of the frame. It also argues for a regional approach to investing instead of treating the U.S.
China tech is splitting into two markets, and valuation is starting to matter.
The episode looks at a Chinese market that no longer trades as one unit: Hong Kong tech has lagged while mainland indices tied to semiconductors, AI, and policy-backed growth have moved ahead.
Demetri Kofinas interviews specialists on geopolitics, energy markets, AI, and finance at length.
BBC's daily business show, from toy-industry founders to Anthropic's Pentagon standoff.
Ayako Lehmann interviews Roman Frey, Julius Baer's head of CIO Global Fixed Income, about why bonds require active analysis of duration, credit risk, liquidity, yield curves, and market supply.
Markets are not quiet at midyear 2026.
Richard Tang, China strategist and head of research Hong Kong for Bank Julius Baer, interviews Hong Hao, managing partner and CIO of Lotus Asset Management, about China's diverging stock market.
Julius Baer's Yves Bonson says every crisis differs, but market overreaction can create opportunities when private-client balance sheets retain risk capacity.
Yves Bonçon says AI remains powerful, but rising IPO supply has made the equity risk-reward balance less favorable.
This episode previews the Q1 earnings season, discussing how geopolitical tensions in the Middle East and volatile oil prices are impacting equity markets and investor expectations.
This episode discusses the Nasdaq's longest winning streak since 2009, driven by factors like a Middle East ceasefire, strong U.S.
Helen Freer opens Julia Spare's Moving Markets on Thursday, 16 April, then hands to Bernadette Anderko for the market news and later to Norbert Rucker for energy markets.
This episode discusses recent stock market strength, cautious investor sentiment from a Bank of America survey highlighting stagflation fears, and softer-than-expected US inflation data.
This episode discusses recent market volatility, focusing on European and U.S.
A daily market update podcast discussing the impact of Iran-US tensions on oil and equity markets, with technical analysis.
A daily market update podcast covering equity, FX, and metals market movements, with analysis of geopolitical events and economic data.
This episode discusses the implications of the fragile Middle East ceasefire between the U.S.
Host Helen Freer discusses the market reaction to a US-Iran ceasefire, with analysis of global equity and bond movements.
A daily market update podcast covering equity, bond, and earnings news amid geopolitical tensions.
A daily market update podcast covering financial news, equity resilience, oil price volatility, and geopolitical impacts on markets.
This episode analyzes the turbulent March in equity markets, featuring a rebound in European and US stocks despite ongoing geopolitical tensions and rising Eurozone inflation.
A daily market podcast discussing the impact of geopolitical events on financial markets, with expert analysis and technical insights.
A daily market update covering the previous day's financial market movements, including oil surge, bond yield jumps, and equity declines amid geopolitical tensions and inflation fears.
A daily market update podcast covering global financial market movements, including equities, commodities, and economic indicators.
Daily market update covering geopolitical tensions, oil price surge, and equity market resilience.
A daily market news podcast covering the latest geopolitical tensions between the US and Iran and their impact on global markets.
A daily market update podcast discussing the impact of Middle East tensions on oil, equities, bonds, and gold.
Daily market update covering oil price movements, equity rebound, and a preview of a segment on biotechnology investment opportunities.
A daily market update podcast covering US index performance, geopolitical impacts, and technical analysis.
This episode discusses the economic impact of the Iran war on Asian markets, focusing on China's preparedness and the effects of elevated oil prices.
A daily market update podcast discussing the impact of escalating Middle East tensions on oil prices and financial markets.
Daily market update covering European equities, geopolitical risks, and monetary policy shifts.
A daily market update podcast discussing the historic volatility in oil prices and its impact on financial markets.
A daily market update podcast discussing the impact of the Iran war on oil prices and financial markets, with expert interviews and technical analysis.
A daily market update covering global sell-off due to Iran war, with analysis of European sectors and Thales earnings.
A daily market update podcast discussing the impact of escalating Middle East tensions on equities, commodities, and defence stocks.
Daily market update covering NVIDIA earnings, Oracle stock rise, and US index performance.
Bernadette Anderko opens Moving Markets on Tuesday, 24 February, by linking new drug-company news and fresh Alzheimer’s research to a genomics theme, before handing to Lucia Ciacilovic for the market rundown.
This episode discusses the impact of heightened US-Iran tensions on financial markets, including stock performance and inflation data from Japan.