🇬🇧 Stay ahead of the markets with Swissquote podcast artwork

PODCAST · business

🇬🇧 Stay ahead of the markets with Swissquote

Dive into the heart of the markets with MarketTalk and Crypto Market Talk, hosted by Ipek Ozkardeskaya and Feyyaz Alingan. And explore Unlocked, Swissquote’s podcast that looks beyond the markets to unlock fresh ideas, inspiring perspectives and insights to power your next move.Every day, MarketTalk breaks down the latest moves in equities, FX, macro data and global market sentiment, while the Wednesday Crypto Market Talk focuses on Bitcoin, Ethereum, altcoins and major developments in the digital asset ecosystem.Subscribe to stay up to date with market insights, trading themes, economic news and crypto trends that matter.About Swissquote: https://swq.ch/48Qf9fNWe are Switzerland’s leading bank in online financial services and offer our clients innovative and state-of-the-art solutions to meet their investment needs. Headquartered in Geneva, Switzerland, we have additional offices in Zurich, Luxembourg, London, Cyprus, Dubai, Hong Kong, Malta, Singapore, and Bucharest.Swissquote

Publisher-supplied feed metadata · PodParley refreshed Sep 25, 2026 · Source feed

  1. 500

    CLARITY is denied! | Crypto Talk

    During the recording it was unclear, but it looks like CLARITY was just denied. 00:00 Intro 00:25 Disclaimer 00:29 Preview 00:44 Bitcoin 04:04 Ethereum 05:09 Solana 05:45 Near 07:07 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

  2. 499

    Fed hike is probably the less-bad option

    Markets are heading into the Fed decision with a clear message: a 25bp rate hike may actually be the less-bad option. With Fed funds futures overwhelmingly positioned for a hike, a surprise hold could raise uncomfortable questions about inflation credibility — especially as oil prices and Treasury yields move increasingly closely together. Broadly, the US 10-year yield has pushed above 5%, putting pressure on bonds, equity valuations and financing conditions. Yet not every company is equally vulnerable. Hyperscalers like Alphabet, Microsoft, Meta and Amazon still generate returns on invested capital well above their cost of capital, giving them a substantial cushion against higher rates. Highly leveraged and capital-intensive businesses may not be so lucky. Could a firm Fed stance ultimately help anchor long-term inflation expectations and relieve pressure on the long end? And how high can Treasury yields climb before equity markets finally feel the heat? 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.

  3. 498

    Winners & losers of AI slowdown

    The AI trade is entering a new phase. Until now, investors worried about valuations, circular financing, soaring capex and whether massive spending on chips and data centres would eventually generate adequate returns. Now, the debate has shifted to the speed of AI development itself. That change is already creating unexpected winners and losers, as investors reconsider who benefits if the race for ever-larger frontier models slows. The consequences could also spill into the broader economy, where AI-related investment has become an important source of growth. Add surging energy prices, persistent inflation, geopolitical uncertainty and expensive borrowing, and the timing is hardly ideal. All this comes as the Fed gathers for a highly uncertain policy meeting, with markets heavily betting on a 25bp hike despite receiving no such promise from Kevin Warsh’s Fed. 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.

  4. 497

    What happens if AI growth slows?

    Oil prices are pushing higher as Middle East tensions intensify, while growing concerns about the pace of AI development are putting the technology trade under pressure. A potential AI slowdown also raises a bigger financial question: who pays for the massive data-centre leases, debt and power commitments accumulated during the AI boom? Meanwhile, central banks add another layer of uncertainty. The Federal Reserve and Bank of Japan are expected to raise rates this week, increasing borrowing costs just as concerns about AI-led growth emerge. Technology-heavy markets, including the Kospi, TAIEX and Nasdaq, could remain particularly vulnerable, while higher oil prices weigh on the broader market. With bonds under pressure and even traditional safe havens like gold and the Swiss franc struggling, investors may increasingly look toward energy, miners and hard commodities for relative protection. 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.

  5. 496

    Oil, yields spike, sentiment weak

    Oil prices are soaring, inflation pressures are building and bond yields are flying. Brent crude hit $110 per barrel as Middle East tensions intensified, while US producer inflation accelerated to 5.4%, adding pressure on the Federal Reserve ahead of next week’s policy decision. Across the Atlantic, the ECB delivered a widely expected 25bp rate hike as Christine Lagarde warned that energy prices are increasing upside risks to inflation. Meanwhile, Donald Trump floated the idea of $5’000 cheques for American adults – a proposal that could potentially cost more than $1 trillion – just as concerns over US debt and fiscal discipline intensify. Treasury buybacks failed to calm the bond market, with the US 10-year yield flirting with 5%. One bright spot came from Oracle, where strong cloud growth and better-than-expected cash flow offered some relief to leveraged fears, but Nasdaq is trailing behind peers this morning, and the rest is not looking brilliant, either... 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.

  6. 495

    Bitcoin slowing down due to quantum fears? | Crypto Talk

    Is this another step before a leg up or an actual quantum scare? 00:00 Intro 00:27 Disclaimer 00:31 Preview 00:41 Bitcoin 03:43 Ethereum 05:40 Solana 07:07 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

  7. 494

    Who is The House?

    Rising oil prices continue to fuel inflation fears, pushing global bond yields higher and putting pressure on equities. Even the US Treasury’s announcement to triple the size of today’s 10- to 20-year bond buyback has failed to calm the long end of the yield curve. Scott Bessent says he is “the house now”, but markets are clearly not playing along. And there is a delicious historical irony. Back in 1992, Bessent was on the other side of the table, working with George Soros as markets forced Britain out of the ERM on Black Wednesday. The lesson then? Fighting fundamentals can get very expensive. Meanwhile, the ECB is preparing another 25bp rate hike as Europe faces a renewed energy-driven inflation shock. Higher rates, higher oil prices and higher yields are testing policymakers and investors alike. So, who really is the house now, and what’s at stake? 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.

  8. 493

    Brent near $100pb weighs on sentiment

    Brent crude is approaching the psychological $100pb mark as geopolitical tensions and supply disruptions keep energy markets on edge. Falling global oil reserves, disruptions around the Strait of Hormuz and a potential recovery in Chinese crude demand could add further upside pressure to prices. Higher oil and gas prices are also reviving inflation concerns, pushing bond yields higher and complicating the outlook for central banks. Meanwhile, technology stocks continue to resist the broader risk-off mood, supported by fresh AI developments and major new partnerships. But the AI story has another side: massive capital spending, rising borrowing requirements, leveraged balance sheets and uncertain returns. 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.

  9. 492

    Yen carry unwind risks are back!

    Markets kicked off the week on a mixed note. Asian tech stocks followed Wall Street higher on renewed excitement around OpenAI and the race toward AGI, while European equities struggled under the weight of rising energy prices, weak German industrial production and expectations of an ECB rate hike. The major focus however was the sharp rise in the Japanese yen and the rising risk of a carry unwind. Years of cheap Japanese funding encouraged investors to borrow in yen and pile into higher-yielding assets, pushing classic carry pairs such as AUD/JPY to extreme levels. But today, with the Bank of Japan potentially turning more hawkish, those trades could become increasingly vulnerable. 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.

  10. 491

    Strong US Jobs, rising oil weigh on sentiment; tech spared… for now

    Strong US jobs data, rising oil prices and higher Treasury yields are increasing pressure on global markets — but tech stocks don’t seem to care. The latest US employment report strengthened expectations that the Federal Reserve could raise rates in September, while escalating Middle East tensions keep crude oil prices elevated and inflation risks alive. Yet AI enthusiasm continues to support tech valuations. OpenAI’s latest model launch boosted sentiment across the sector, with the rally spreading to Asian chipmakers and technology stocks. Meanwhile, bond markets remain under pressure as the US Treasury prepares bigger buybacks and some of the world’s largest institutional investors reconsider their sovereign bond allocations. This week brings another series of important tests: US inflation data, a potential 25bp ECB rate hike, and earnings from Oracle and Adobe that could reveal whether the AI boom is translating into stronger revenues and profits beyond the chipmakers. 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.

  11. 490

    If inflation won’t cool, jobs must

    Markets are looking for relief as rising oil prices, sticky inflation and mounting debt keep global bond yields under pressure. Attention now turns to the US jobs report. A softer-than-expected print — ideally accompanied by softer wage growth — could give Fed doves more room, pull yields and the dollar lower, and support equity valuations. But strong jobs data could reinforce inflation fears and keep borrowing costs elevated. Meanwhile, hawkish policy expectations are building across major central banks, from the Fed to the BoJ, while elevated energy prices are creating very different winners and losers across global markets. Energy-heavy indices may provide some diversification, while rate-sensitive technology stocks face growing pressure from higher financing costs. There is no magic resolution. Markets need softer yields — and ideally softer inflation. If inflation won’t cooperate, weaker jobs could do the trick, even if that’s the cure nobody wants. 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.

  12. 489

    Venezuelan oil to the rescue?

    Oil remains the key driver across global markets, but could Venezuela help cool the pressure? The country is preparing to significantly boost production, thanks to US producers invstment. Yet not all oil is created equal. Venezuela’s crude is generally heavier and sourer than many Middle Eastern grades, making it harder and more expensive to transport and refine. So while additional Venezuelan barrels could weigh on global oil prices, they cannot simply replace disrupted Gulf supply. Meanwhile, elevated energy prices continue to fuel inflation concerns and hawkish central bank expectations. The ECB, BoJ, RBA, BoE and Fed are all facing pressure to keep monetary policy tight. On a ‘brighter note’, softer US jobs data could offer markets some relief — but for bad economic news to become good news for stocks, oil prices may first need to stabilise. 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.

  13. 488

    BTC needs a breather | Crypto Talk

    BTC just needs a short breather before the next leg up? 00:00 Intro 00:25 Disclaimer 00:29 Preview 00:40 Bitcoin 04:36 Ethereum 05:08 Solana 05:44 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

  14. 487

    The world turns on cheap China: Shein feels it

    Rising oil prices are once again fueling global inflation fears and pushing bond yields sharply higher, challenging policymakers and investors alike. Global trade tensions are also deepening, and China found itself increasingly isolated at the latest G20 meeting, as concerns over its export-led growth model, industrial subsidies and excess capacity gained broader international support. In fact, Shein’s unimpressive Hong Kong debut is part of the same story. The changing global trade landscape is putting pressure on the business models of Shein, PDD and Alibaba, while potentially leaving developed economies to deal with deeper cost of living crisis. 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.

  15. 486

    Can equity bulls resist rising yields?

    September kicks off on a bearish note as rising oil prices revive inflation concerns, push global bond yields higher and weigh on equity valuations. But markets enter the month with an important cushion: exceptionally strong Q2 earnings on both sides of the Atlantic. The key question is whether strong earnings can continue to offset rising borrowing costs. European equities still offer a relatively comfortable earnings-yield premium over sovereign bonds, but the picture is tighter in the US, where the S&P 500 earnings yield is now below the US 30-year Treasury yield. Meanwhile, investors are watching inflation data, increasingly uncomfortable central banks, the Fed’s next policy move and the US Treasury’s bigger bond buybacks. September could therefore become an important test for global equity valuations – and a good reason to think about regional and cross-asset diversification. 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.

  16. 485

    Fed hawks are back!

    Markets are kicking off the week under pressure as renewed Middle East tensions push oil prices higher, while hawkish central bank expectations add another layer of uncertainty. Kevin Warsh’s much-awaited Jackson Hole speech boosted expectations of a September Fed rate hike, sending the US dollar and short-term yields higher and weighing on equity appetite. In Europe, accelerating inflation and renewed pressure on energy prices are strengthening expectations that the ECB will continue tightening policy. Attention now turns to this week’s US jobs data for clues on whether the labour market remains resilient enough to support the Fed hawks. Meanwhile, earnings from Broadcom and Dell will offer another glimpse into booming AI infrastructure demand – and the increasingly important question of how Big Tech will finance its massive spending plans. Higher oil, higher yields, tighter policy and rising borrowing costs: the ingredients for more market volatility are falling into place. 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.

  17. 484

    Bullrun is officially back | Crypto Talk

    After a tremendous week we can officially say: The bullrun might just be back! 00:00 Intro 00:27 Disclaimer 00:31 Preview 00:42 Bitcoin 04:14 Ethereum 05:01 Solana 05:25 Circle 06:30 Expectations & 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

  18. 483

    Jackson Hole: what’s at stake?

    All eyes are on Jackson Hole, where Federal Reserve Chair Kevin Warsh faces one of the trickiest balancing acts of his young tenure. Inflation remains stubborn, energy prices are rising again and central banks around the world are turning increasingly hawkish. But in the US, the picture is complicated by the Treasury’s push to tame longer-term yields through bigger bond buybacks. A hawkish Warsh could send short-term yields and the US dollar higher, while potentially anchoring inflation expectations and limiting pressure on the long end. A more cautious or ambiguous message could weaken the dollar, revive selling in longer-dated Treasuries and raise fresh questions about Fed credibility. Meanwhile, US equity returns look far less spectacular for international investors once currency depreciation and inflation are taken into account! 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.

  19. 482

    Nvidia earnings lift sentiment amid lingering macro risks

    Nvidia has done it again. Despite sky-high expectations and even higher whisper numbers, the AI giant delivered stronger-than-expected Q2 results, bullish guidance and a powerful message: demand remains enormous, and growth could be even stronger without supply constraints. With Big Tech AI spending approaching extraordinary levels, Nvidia’s dominant share of the GPU market and exceptional margins continue to support the earnings story – and make its valuation look surprisingly reasonable given its growth. But risks haven’t disappeared. Rising memory-chip prices, growing Big Tech leverage and higher global yields could limit the upside. Beyond Nvidia, sticky inflation across the US, Europe and Asia is reviving expectations of further monetary tightening. Attention now turns to Kevin Warsh’s Jackson Hole speech. Can he restore Fed credibility, protect its independence and keep the US dollar supported? 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.

  20. 481

    Focus on US PCE, Nvidia earnings

    Markets finally got a little breathing room. Crude oil prices dropped, weak US consumer confidence helped cool hawkish Federal Reserve expectations, Treasury yields eased and equities welcomed the relief. Geopolitics also offered a glimmer of hope, as US diplomatic personnel return to the Gulf and Iran/Oman talks focus on an ‘interim reopening of the Strait of Hormuz’. But the real tests are still ahead. Today’s US PCE inflation report will show whether sticky price pressures are giving the Fed any room to soften its stance. Then all eyes turn to Nvidia after the bell. Expectations are sky-high, meaning strong numbers alone may not be enough: guidance, AI spending momentum and demand for Nvidia’s latest chips will matter just as much. 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.

  21. 480

    Nice setup for gold,hard commodities

    Global markets are navigating a complicated mix of geopolitical tensions, rising fiscal risks and renewed volatility in technology stocks. Fresh US sanctions on Iran – and the threat of secondary sanctions – could further strain relations with China, while Washington is considering using Treasury cash to expand bond buybacks and ease pressure on long-term borrowing costs. That may support bonds and equity valuations in the short run, but could also complicate the Federal Reserve’s inflation fight. Meanwhile, investors are increasingly turning toward hard assets. Gold is pushing higher as a hedge against fiscal, inflation and geopolitical risks, while copper remains supported by tight physical markets, strong demand from electrification and AI infrastructure, and backwardation. All eyes now turn to US PCE inflation and Kevin Warsh’s Jackson Hole speech for clues on how the Fed will respond to this increasingly complex policy backdrop. 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.

  22. 479

    Week Ahead: Nvidia earnings, Jackson Hole

    Fragile market sentiment sets the stage for a crucial week, with Nvidia earnings and Jackson Hole firmly in focus. AI financing concerns are growing as Big Tech spending accelerates, free cash flow comes under pressure and investors become increasingly sensitive to the cost of funding the AI boom. Even stellar Nvidia results may therefore struggle to impress. Meanwhile, the macroeconomic backdrop remains challenging. Elevated energy prices, stubborn inflation and rapidly growing US debt are keeping pressure on long-term yields. Treasury Secretary Scott Bessent is trying to contain borrowing costs, while Fed Chair Kevin Warsh favours allowing markets to play a greater role in pricing risk. Who ultimately controls the long end of the US yield curve — the Treasury, the Fed, or the bond market itself? 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.

  23. 478

    BTC waking up and going strong | Crypto Talk

    At the time of this recording, Bitcoin was still in its slow phase, but everything changed a couple of days ago... 00:00 Intro 00:26 Disclaimer 00:30 Preview 00:41 Bitcoin 04:06 Ethereum 06:19 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

  24. 477

    US dollar, humanoid robots and the VIX

    Winds are shifting across global markets. The US dollar is losing ground even as Treasury yields and crude oil prices rise – a striking break from traditional market relationships that suggests growing concern around US fiscal policy, debt dynamics and confidence in dollar-denominated assets. At the same time, rising oil prices and borrowing costs are threatening to overshadow an otherwise strong earnings season and could put increasing pressure on equity valuations. With the VIX still surprisingly low despite significant moves beneath the surface, the risk of a broader market correction is building. And next week, Nvidia closes the earnings dance. Can strong results still reverse the changing market winds? I talk about all these issues today, but take the opportunity to talk about the much exciting robot industry, in the context of Unitree’s IPO earlier this week, and what ways to gain exposure to this futuristic space. 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.

  25. 476

    The Bond Coup

    The US Treasury has just pulled off what looks like a bond coup. By doubling the maximum size of its long-dated debt buybacks, Washington is trying to ease pressure on long-term yields and borrowing costs at a time when US national debt has surged past $40 trillion. Markets reacted fast: long-term Treasury yields plunged, the US dollar sold off and equities found some relief. But has the Treasury solved the problem – or simply bought time? What does this strategy means for the US yield curve, the dollar and Fed policy, and why growing refinancing needs could eventually push term premiums higher again. 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.

  26. 475

    How expensive are your tech stocks?

    Rising Middle East tensions are pushing oil prices and global bond yields higher, challenging equity valuations and raising an important question: how expensive are your tech stocks? I compare equity earnings yields with government bond yields across the US and Asia to see where investors are actually being compensated for taking equity risk – and why geographical diversification increasingly makes sense in terms of present valuations. 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.

  27. 474

    Euro: looking past oil volatility

    Global markets kicked off the week on a softer note, with rising yields and renewed oil volatility weighing on investor sentiment. The US dollar initially extended losses as softer US jobs, inflation and retail sales data tempered expectations for Federal Reserve tightening. But the move reversed as US crude jumped above $85 per barrel, reviving inflation concerns and demand for the greenback. In FX, USDJPY is pushing back toward the critical 160 level despite growing pressure on the Bank of Japan to address persistent yen weakness. Meanwhile, the outlook for EURUSD is becoming more constructive as the pair breaks out of its recent bearish trend. Beyond short-term oil volatility, softer Fed expectations, a cautious ECB and longer-term concerns around US debt and dollar debasement could continue to support the euro. But geopolitical tensions and a renewed European energy shock remain important risks to that outlook. 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.

  28. 473

    Risks rise, but the bull won’t budge

    Middle East tensions are back in focus as the US-Iran ceasefire nears its end and Israel strikes Lebanon, yet oil prices remain surprisingly calm as Gulf producers find alternative ways to keep crude flowing. Bond markets look more nervous: Japanese, Australian and New Zealand yields are pushing higher, but equities start the week on a positive note. Oil remains a crucial risk: another push higher could revive inflation fears, lift yields and challenge the rally. But as long as the latter is contained, the strong Q2 earnings, particularly from energy companies and banks, will likely continue to support risk appetite despite mounting geopolitical and economic risks. 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.

  29. 472

    Mind the Yields

    The S&P 500 hit a fresh record high as softer US jobs and inflation data pushed Fed rate hike expectations lower and gave investors another reason to celebrate. Yet inflation remains elevated, July’s improvement was partly driven by falling oil prices, and renewed Middle East tensions could quickly revive energy-driven price pressures. Meanwhile, the bond market is sending a less reassuring signal. Long-term US borrowing costs remain high (and rising) as investors grapple with rising debt, geopolitical uncertainty and shifting global capital flows. Higher Japanese yields add another layer of risk. Still, strong corporate earnings, booming AI investment and robust energy profits are keeping Wall Street in a good mood. The question is whether softer data can keep the rally alive—or whether inflation, oil and bonds will eventually spoil the party. 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.

  30. 471

    Time to go back to gold?

    Soft US inflation data gave markets another reason to celebrate, lifting equities and bonds as investors pushed back expectations for the next Fed rate hike. AI enthusiasm added to the positive mood, with CoreWeave and Nebius surging after strong revenue growth reinforced confidence in booming AI demand. But inflation remains above the Fed’s target, oil prices are rising again as tensions around the Strait of Hormuz persist, and US borrowing costs remain structurally elevated. Meanwhile, the AI boom increasingly depends on massive financing arrangements, circular deals and a handful of key players, including OpenAI and Anthropic. Lingering risks make gold an interesting place to look for protection against geopolitical, fiscal, leverage and inflation risks. 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.

  31. 470

    Bitcoin Miner offering AI services? | Crypto Talk

    Due to the fact that Bitcoin can't get over 65k, most Bitcoin Miners are pivoting towards AI to offer their compute for higher margins. 00:00 Intro 00:25 Disclaimer 00:29 Preview 00:45 Bitcoin 05:00 Ethereum 05:38 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

  32. 469

    What US CPI won’t tell

    Markets are being pulled in opposite directions as oil and technology drive increasingly volatile price action. Crude prices continue to react sharply to every Middle East headline, while technology stocks swing between AI optimism and mounting concerns over massive spending. Strong CoreWeave results helped lift the Korean Kospi nearly 4%, but European markets remain under pressure from higher energy prices. Meanwhile, all eyes are on US CPI. Softer July inflation could trigger a relief rally across bonds and equities, but today’s data won’t capture the renewed surge in oil prices or mounting chipflation pressures. Add rising US yields, a weaker Japanese yen and the risk of Japanese Treasury sales, and the Fed’s policy dilemma becomes even more complicated. 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.

  33. 468

    Rising oil weighs on sentiment into US CPI data

    Rising oil prices are making the wait for the next US CPI report increasingly nervous. US crude is consolidating near $82 per barrel after surging more than 6% on Monday, as little progress in US-Iran negotiations keeps supply risks elevated and the Strait of Hormuz remains in focus. Higher oil prices are reviving inflation concerns, pushing global yields higher and complicating the outlook for the Federal Reserve. In FX, the US dollar remains under pressure as doubts over Fed independence revive the ‘sell America’ trade, while gold benefits from geopolitical uncertainty, rising debt levels and weaker confidence in US assets. With Fed guidance becoming increasingly opaque, tomorrow’s CPI report could leave markets doing the heavy lifting. 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.

  34. 467

    Profits boom, jobs swoon

    Earnings are booming, jobs are swooning – and investors are cheering the combination. S&P 500 Q2 earnings growth is running at an impressive 50.4%, according to FactSet, with energy and technology leading the charge. Meanwhile, the latest US jobs data pointed to a cooling labour market. For investors, that’s a pretty sweet mix: strong corporate profits keep the earnings story alive, while weaker economic data supports expectations of a more dovish Fed. Strong earnings, softer jobs and lower rate expectations – just what the market ordered. This week, eyes are on US CPI update! 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.

  35. 466

    Market breadth: what lies beneath the index

    Stock market indices often dominate financial headlines, but do they really tell the full story? In this episode, we explore market breadth — one of the most useful tools for understanding what's happening beneath the surface of a market rally or selloff. We'll look at why major indices can sometimes paint a misleading picture, how concentration in a handful of large stocks can distort performance, and what investors can do to assess the true health of a market. From equal-weight indices and advance-decline data to moving averages and sector participation, we'll break down the key breadth indicators used by traders. 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.

  36. 465

    Making profit when markets fall

    You can take a long position and profit when an asset’s price rises, in the same way you can take a short bet and profit when an asset’s price falls. In this episode, I explain how shorting works, the difference between traditional short selling and trading instruments such as CFDs and futures, and why shorting is often much simpler than many people think. We also explore the risks and rewards of taking long and short positions, how leverage affects exposure, and why risk management remains essential regardless of market direction. I also discuss inverse ETFs, the role of short positions as tactical tools, and why foreign exchange markets are unique, with every trade naturally involving both a long and a short position. 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.

  37. 464

    Corporate bonds: the market’s middle ground

    Corporate bonds sit in the market’s “middle ground”—not as exciting as stocks, not as safe as government debt… but often the most interesting when conditions shift. In this video, we break down what corporate bonds really are, how they differ from sovereign bonds, and why they can offer a compelling balance between income and risk. From credit spreads to market sentiment, from yield opportunities to recession dynamics—this is your guide to understanding where corporate bonds fit in a portfolio. We also cover how they compare to stocks, how they behave across market cycles, and the practical ways to invest—whether through individual bonds or ETFs. When uncertainty builds and valuations stretch… this “middle” might be exactly where you want to be. 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.

  38. 463

    Oil more popular than Bitcoin? | Crypto Talk

    Can it be that due to the geopolitical tensions oil is more interesting for traders than Bitcoin? 00:00 Intro 00:27 Disclaimer 00:32 Preview 00:41 Bitcoin 02:56 Ethereum 04:56 Uniswap 07:00 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

  39. 462

    Better BTC treasury? | Crypto Talk

    Is this model a better BTC treasury model? #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

  40. 461

    When a six-fold profit surge is not enough

    Big Tech earnings are here—but investors may be looking at AI spending very differently this time. After a brief pause in Middle East tensions, oil prices are rising again, inflation fears are back, and markets are rotating away from the biggest AI winners. SK Hynix delivered record revenue and operating profit, yet its shares plunged after missing lofty expectations and reaffirming aggressive investment plans. The selloff spilled over to Samsung and the broader semiconductor sector, raising fresh questions about whether investors are still willing to finance the AI spending boom. With Microsoft, Meta, Amazon and Apple all reporting in the coming days, the focus is shifting from earnings growth to capital spending, free cash flow and margins. 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.

  41. 460

    Chip Wreck

    Oil prices plunged after Donald Trump hinted at a possible deal with Iran, dragging bond yields lower just as the Federal Reserve begins its latest policy meeting. But while falling oil prices offered temporary relief to broader markets, technology investors faced a fresh wave of bad news. China's memory chip giant CXMT made a blockbuster stock market debut, raising fears of lower memory chip prices and intensifying competition across the semiconductor industry. ASML came under pressure after reports that a Chinese rival has started producing advanced lithography tools, while renewed concerns over circular AI financing weighed heavily on Nvidia and the broader AI ecosystem. Rising CDS spreads for Nvidia, Oracle and other major AI spenders suggest investors are becoming increasingly worried about leverage, mounting debt and deteriorating free cash flow. As Microsoft, Amazon and Meta prepare to report earnings, the market's focus is shifting from AI optimism to the cost of funding the AI race. 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.

  42. 459

    China brings a new piece to the chip puzzle

    Oil prices have pulled back after an unexpectedly calm weekend in the Middle East, giving global markets a breather. But is the relief temporary? This week, investors face a packed calendar with Federal Reserve, Bank of England and Bank of Japan policy decisions, while four of the world's biggest technology companies—Microsoft, Amazon, Meta and Apple—report earnings. Meanwhile, a blockbuster IPO in Shanghai has put China's memory-chip champion CXMT firmly on investors' radar. The company has quietly become the world's fourth-largest DRAM maker, underscoring China's rapidly expanding AI ecosystem and raising questions about future competition for Samsung, SK Hynix and Micron. In today's Market Talk, we discuss the outlook for central banks, the implications of easing oil prices, the growing importance of China's semiconductor industry, and why Big Tech's AI spending—not earnings—could be the biggest market-moving story of the 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.

  43. 458

    The Spender's Dilemma

    Big Tech's AI spending spree is facing its biggest market test yet. Alphabet's earnings showed that the real issue is no longer revenue growth—it's how much cash companies are burning to stay competitive in the AI race. With free cash flow under pressure and borrowing costs climbing, investors are starting to question whether even the world's largest technology companies can keep financing ever-bigger AI investments without weighing on valuations at a time interest rate expectations, rising government and AI dent lift long term borrowing costs. Next week, Microsoft, Meta, Amazon and Apple report earnings, but the real focus won't be profits—it will be spending. How much more will they invest? Can they still generate enough cash to fund the AI buildout? And what does it mean for chipmakers, data centres and the broader AI supply chain?

  44. 457

    Google: Strong spending outlook clouds strong earnings

    Reaction to Alphabet’s earnings is delivering an important message from investors: strong revenue growth is no longer enough if it comes with an even bigger AI bill. Tesla and Alphabet both posted impressive results, but their shares fell as investors focused on soaring AI spending, negative free cash flow at Alphabet and the prospect of funding future investments through debt and equity issuance. With oil prices climbing and bond yields rising, financing the AI race is becoming increasingly expensive. 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.

  45. 456

    Focus on Big Tech spending plans

    Chip stocks bounced back as investors returned to the AI trade, but the real challenge is only just beginning. With Alphabet and Tesla kicking off Big Tech earnings season, markets are shifting their focus from AI promises to AI profits. After committing hundreds of billions of dollars to data centres, chips and AI infrastructure, investors now want evidence that these massive investments are generating returns. At the same time, rising oil prices, higher inflation expectations and climbing bond yields are increasing borrowing costs, making the AI spending boom harder to sustain. Will Big Tech reaffirm its ambitious capital expenditure plans, or will management teams begin to show signs of caution? The answer could determine not only the direction of Nvidia, AMD and the broader semiconductor sector, but also whether the recent rebound in technology stocks has further to run or is simply another bear-market rally within the AI supply chain. 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.

  46. 455

    Damned if you spend, damned if you don’t

    Middle East tensions are once again shaking global markets, sending oil prices and bond yields sharply higher just as investors were hoping for a calmer second half of the year. Technology stocks are attempting a rebound, but higher borrowing costs and persistent inflation risks continue to challenge valuations. Meanwhile, Big Tech faces a dilemma: keep investing aggressively in artificial intelligence to stay ahead of rapidly advancing Chinese competitors, or slow spending and risk losing its technological edge. As Alphabet prepares to update investors on its capital expenditure plans alongside its latest earnings, markets may care more about future AI spending than the quarterly numbers themselves. Is the AI investment boom still justified, or is it becoming too expensive to sustain? 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.

  47. 454

    Chinese Moonshot AI unsettles US tech

    China's latest AI breakthrough is sending a fresh shockwave through global markets. Chinese startup Moonshot AI unveiled Kimi K3, a model that is challenging the dominance of OpenAI and Anthropic on both performance and price, bringing the uncomfortable question of : could this be the beginning of a major repricing of the AI trade? 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.

  48. 453

    Solana pushing for RWAs in Japan | Crypto Talk

    Solana with a mega partnership in Japan to bring RWAs on chain 00:00 Intro 00:24 Disclaimer 00:28 Preview 00:36 Bitcoin 03:36 Solana 04:59 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

  49. 452

    Tech selloff deepens despite strong earnings

    Chipmakers are delivering record profits, beating expectations and raising guidance—yet investors are selling first and asking questions later. TSMC's outstanding earnings failed to impress the market, Samsung, SK Hynix and Nvidia are all under pressure despite massive AI investments, telling that the next phase of the AI trade won’t be about AI demand but possible overheating, what it means for the global financial markets, in the context of tense geopolitical setup and uncertain monetary policy outlook. Listen to find out more! #Markets #Stocks #Investing #AI #ArtificialIntelligence #TSMC #Nvidia #Samsung #SKHynix #Alphabet #Intel #Tesla #Semiconductors #BigTech #Earnings #Oil #Geopolitics #Bonds #MarketOutlook #Swissquote #MarketTalk

  50. 451

    Rotation - where to?

    We keep talking about a rotation out of technology—but is that really what's happening? While the biggest AI names, including memory chip makers, are facing profit-taking, capital isn't leaving the AI theme. Instead, it's rotating deeper into the AI ecosystem, benefiting semiconductor equipment makers, data-centre infrastructure providers, networking companies and even banks and industrials financing the AI investment boom. Broadly, the latest US inflation data may have eased market concerns, but is softer data enough to keep mood nice and sweet when oil prices are rising into the accelerating long-term inflation trend? 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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ABOUT THIS SHOW

Dive into the heart of the markets with MarketTalk and Crypto Market Talk, hosted by Ipek Ozkardeskaya and Feyyaz Alingan. And explore Unlocked, Swissquote’s podcast that looks beyond the markets to unlock fresh ideas, inspiring perspectives and insights to power your next move.Every day, MarketTalk breaks down the latest moves in equities, FX, macro data and global market sentiment, while the Wednesday Crypto Market Talk focuses on Bitcoin, Ethereum, altcoins and major developments in the digital asset ecosystem.Subscribe to stay up to date with market insights, trading themes, economic news and crypto trends that matter.About Swissquote: https://swq.ch/48Qf9fNWe are Switzerland’s leading bank in online financial services and offer our clients innovative and state-of-the-art solutions to meet their investment needs. Headquartered in Geneva, Switzerland, we have additional offices in Zurich, Luxembourg, London, Cyprus, Dubai, Hong Kong, Malta, Singapore, and Bucharest.Swissquote

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Swissquote, Ipek Ozkardeskaya, Feyyaz Alingan

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Dive into the heart of the markets with MarketTalk and Crypto Market Talk, hosted by Ipek Ozkardeskaya and Feyyaz Alingan. And explore Unlocked, Swissquote’s podcast that looks beyond the markets to unlock fresh ideas, inspiring perspectives and insights to power your next move.Every day,...

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