SILEX
The mix by SILEX
SILEX makes its podcasts available to help you navigate current financial markets and generate tactical investment ideas. You will also find replays of our live conferences and the weekly SILEXpresso. We hope you will enjoy them! To know more about us, please visit silex-partners.com (http://www.silex-partners.com/) or email news@silex-partners.com. Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Episodi
Week #25 - What are the implications of the latest Fed meeting? [EN] 21.06.2021 4:34
Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views, by Maxime Alimi, our Head of Macro & Allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Semaine #25 - Quelles implications pour la réunion de la Fed la semaine dernière ? [FR] 21.06.2021 4:37
Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Week #24 - Fed time this week but not yet the moment for an inflection point. [EN] 14.06.2021 4:50
Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views, by Maxime Alimi, our Head of Macro & Allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Semaine #24 - La Fed au programme cette semaine, mais pas encore le moment d'un point d'inflexion. [FR] 14.06.2021 4:45
Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Week #23 - Why you should be at your desk on Thursday at 2.30pm (CET). [EN] 07.06.2021 4:24
Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views, by Maxime Alimi, our Head of Macro & Allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Semaine #23 - Pourquoi il faudra être devant son écran jeudi à 14h30. [FR] 07.06.2021 4:52
Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Week #22 - What to watch this week? US employment report and OPEC+ meeting. [EN] 31.05.2021 4:06
Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views, by Maxime Alimi, our Head of Macro & Allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Semaine #22 - A suivre cette semaine : chiffres d'emploi américain et réunion de l'OPEC+. [FR] 31.05.2021 4:31
Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Week #21 - Crypto bloodbath: interesting but not meaningful for markets. [EN] 25.05.2021 4:41
Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views, by Maxime Alimi, our Head of Macro & Allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Semaine #21 - Bain de sang sur les crypto : intéressant à suivre mais peu d'impact pour les marchés. [FR] 25.05.2021 4:49
Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Week #20 - Can inflation derail the equity market? [EN] 17.05.2021 4:44
Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views, by Maxime Alimi, our Head of Macro & Allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Semaine #20 - L'inflation peut-elle faire dérailler le marché actions ? [FR] 17.05.2021 4:59
Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Week #19 - Reducing the equity allocation back to neutral. Why now? What now? [EN] 10.05.2021 4:30
Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views, by Maxime Alimi, our Head of Macro & Allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Semaine #19 - Réduire l'allocation actions à neutre. Pourquoi maintenant et à quoi faut-il s'attendre ? [FR] 10.05.2021 4:37
Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Sell in May or Maybe not? [EN] 06.05.2021 3:59
A SILEX Equity podcast by Barthélémy Debray, Head of Equities at SILEX - Recorded: 06/04/2021 - Transcript: Hi everyone, my name is Bart. I'm the head of equities at SILEX. And the topic of the podcast today is our outlook for equity markets in the coming weeks. We've had multiple requests and questions from investors about what we think could drive markets up or down in the coming weeks. And th...
Week #18 - New wave of rotation, from rates to equities [EN] 03.05.2021 4:47
Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views, by Maxime Alimi, our Head of Macro & Allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Semaine #18 - Nouvelle vague de rotation, des taux aux actions [FR] 03.05.2021 4:49
Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Week #17 - Special focus on the earnings season [EN] 26.04.2021 4:09
Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views, by Maxime Alimi, our Head of Macro & Allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Semaine #17 - Focus sur la saison des résultats [FR] 26.04.2021 4:03
Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Semaine #16 - Focus sur la Chine, d'un point de vue macro et marchés [FR] 19.04.2021 4:34
Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Week #16 - Focus on China from a macro and market perspective [EN] 19.04.2021 5:00
Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views, by Maxime Alimi, our Head of Macro & Allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Green light for the Biden Green Deal [EN] 07.04.2021 3:49
Green light for the Biden Green Deal - A game changer for green stocks. A SILEX Equity podcast by Barthélémy Debray, Head of Equities at SILEX Recorded: 07/04/2021 Hosted on Ausha. See ausha.co/privacy-policy for more information.
ArcelorMittal and the reflation trade [EN] 07.04.2021 3:58
ArcelorMittal and the reflation trade - Why do we keep buying the stock after a 300% run? A SILEX Equity podcast by Barthélémy Debray, Head of Equities at SILEX Recorded: 07/04/2021 Hosted on Ausha. See ausha.co/privacy-policy for more information.
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