EPISODE · Oct 17, 2023 · 11 MIN
Risk-on Monday
from Moving Markets · host Julius Baer
The view that the conflict in the Middle East may remain geographically limited with little impact on markets was the leading narrative yesterday. US equities and, today, Asian equities rose on the resulting risk-on sentiment. A strong start to the US earnings season also helped to improve investor sentiment after a rocky weekend. Manuel Villegas, Next Generation Research, talks about how the macro headwinds for bitcoin are fading as the approval of a spot bitcoin ETF looks increasingly likely.00:00 Introduction by Jonti Warris (Investment Writing)00:34 Markets wrap-up by Mike Rauber (Investment Writing)06:36 Digital assets update by Manuel Villegas (Next Generation Research)10:21 Closing remarks by Jonti Warris (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.
What this episode covers
The view that the conflict in the Middle East may remain geographically limited with little impact on markets was the leading narrative yesterday. US equities and, today, Asian equities rose on the resulting risk-on sentiment. A strong start to the US earnings season also helped to improve investor sentiment after a rocky weekend. Manuel Villegas, Next Generation Research, talks about how the macro headwinds for bitcoin are fading as the approval of a spot bitcoin ETF looks increasingly likely.00:00 Introduction by Jonti Warris (Investment Writing)00:34 Markets wrap-up by Mike Rauber (Investment Writing)06:36 Digital assets update by Manuel Villegas (Next Generation Research)10:21 Closing remarks by Jonti Warris (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.
NOW PLAYING
Risk-on Monday
No transcript for this episode yet
Similar Episodes
Apr 25, 2026 ·9m
Apr 24, 2026 ·5m
Apr 24, 2026 ·9m
Apr 24, 2026 ·11m
Apr 23, 2026 ·8m
Apr 23, 2026 ·10m