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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SILEX
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Website van de podcast
Nieuwste aflevering
6 jul. 2026
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Afleveringen
Pulse check on the earnings season 09.02.2022 3:21
A SILEX Equity podcast by Emeline Ozhan, Thematic Equity Strategy Manager at SILEX - Recorded: 08/02/2022 Hosted on Ausha. See ausha.co/privacy-policy for more information.
What did the ECB do to euro fixed income? 07.02.2022 4:24
Week #6. 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.
Qu'est ce que la BCE a fait à l'obligataire européen ? 07.02.2022 4:43
Semaine #6. 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.
JayPo removes the put 31.01.2022 4:59
Week #5. 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. After the Fed this week, a busy week ahead. Some thoughts on allocation and the tech sector. Hosted on Ausha. See ausha.co/privacy-policy for more information.
JayPo retire le put 31.01.2022 4:56
Semaine #5. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Après la Fed mercredi dernier, une semaine chargée commence ! Quelques idées sur l'allocation et le secteur tech. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Perspectives 2022 26.01.2022 51:18
Perspectives 2022 by SILEX. A l'attention exclusive des investisseurs professionnels. Si vous l'avez manquée ou si vous souhaitez la réécouter, retrouvez ci-dessous le replay de la conférence live donnée par Maxime Alimi , Responsable Macro et Allocation, Emeline Ozhan , Responsable des stratégies Actions Thématiques et Philippe Kellerhals , Responsable Gestion Obligataire. Ils ont partagé leur...
What shall we think about the recent market correction? I am jumping in! 24.01.2022 5:10
Week #4. 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.
Que penser de la correction des marchés ? Je me mouille ! 24.01.2022 5:18
Semaine #4. 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.
Our core convictions for cross-asset portfolios into 2022 17.01.2022 4:27
Week #3. 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.
Nos convictions clés pour commencer l'année sur les portefeuilles d'allocation 17.01.2022 4:54
Semaine #3. 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.
Outlook 2022 14.01.2022 56:08
Outlook 2022 by SILEX. For the exclusive use of professional investors. In the event you missed our webinar, please find below the replay of the Outlook 2022, with our Head of Macro & Allocation, Maxime Alimi and our Head of Fixed Income, Philippe Kellerhals . We shared our thoughts on recent market movements, where we see opportunities arising for 2022 and how we are positioning the strategie...
Our macro outlook for 2022 10.01.2022 4:52
Week #2. 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. Happy new year everyone! The SILEXpresso ☕ is glad to be back. Let's start with our macro outlook for 2022. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Notre scénario macro pour 2022 10.01.2022 5:15
Semaine #2. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Bonne année à tous ! Le SILEXpresso ☕ est de retour. Commençons par notre scénario macro pour 2022. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Week #50 - A busy week before heading into the holiday season. [EN] 13.12.2021 4:05
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. This is the SILEXpresso's last edition for 2021! ⭐ Hosted on Ausha. See ausha.co/privacy-policy for more information.
Semaine #50 - Une grosse semaine avant les fêtes. [FR] 13.12.2021 4:18
Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Dernière édition du SILEXpresso pour 2021 ! ⭐ Hosted on Ausha. See ausha.co/privacy-policy for more information.
Week #49 - Current volatility: positioning more than macro. [EN] 06.12.2021 4:17
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 #49 - Episode de volatilité : plus de positionnement que de macro. [FR] 06.12.2021 4:35
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 #48 - Who's afraid of Omicron? First thoughts on this new variant. [EN] 29.11.2021 5:29
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 #48 - Qui a peur d'Omicron ? Premières réflexions sur le nouveau variant. [FR] 29.11.2021 5:30
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 #47 - What's going on with the US dollar? Outlook and implications. [EN] 22.11.2021 4:35
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 #47 - Que se passe-t-il avec le dollar ? Perspectives et implications. [FR] 22.11.2021 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 #46 - Policy implication(s) of soaring inflation in the US. [EN] 15.11.2021 4:29
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 #46 - Implication(s) et réaction à l'inflation persistante aux Etats-Unis. [FR] 15.11.2021 4:38
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 #45 - Big mess at the Bank of England and an important change in the equity allocation. [EN] 08.11.2021 4:33
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 #45 - Gros bazar à la Banque d'Angleterre et un changement important dans l'allocation actions. [FR] 08.11.2021 4:28
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.
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