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.

Auteur

SILEX

Categorie

Business

Website van de podcast

podcast.ausha.co

Nieuwste aflevering

6 jul. 2026

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Afleveringen

📈 Nous parlons inflation américaine et ralentissement européen ce matin ! 19.09.2022

Semaine #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.

🎤 We are talking central banks and monetary policy today ! 12.09.2022

Week #37. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.

🎤 Nous parlons banques centrales et politique monétaire aujourd'hui ! 12.09.2022

Semaine #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.

Ep. 1 - What do academics think about crypto and its potential? 01.07.2022

A SILEX podcast on digital assets & cryptocurrencies by Friedrich Herzog, Crypto Strategy Manager at SILEX. In each episode we meet with industry experts for a wide-ranging conversation on topics related to crypto assets 📔 Our guest today : José Parra-Moyano is an assistant professor for blockchain and digitalization at the Copenhagen Business Schoo l and holds a PhD in Management and Economi...

A, B, C ou D : quelle est la note carbone de vos investissements ? 23.05.2022

Interview podcast de Céline Jaquelin, notre Responsable du développement commercial - Institutionnels & Corporates, dans Patrimoine 24 .   Hosted on Ausha. See ausha.co/privacy-policy for more information.

Late cycle tipping points 11.05.2022

A SILEX Equity podcast by Emeline Ozhan, Thematic Equity Strategy Manager at SILEX -  Recorded: 10/05/2022    Transcript :  Hi everyone, I am Emeline Ozhan, Thematic Equity Strategy Manager, at SILEX. And we are the 10th of May. In April, we were forced to acknowledge that the late cycle economic phase had begun, and as such we prepared to enter an entirely new business cycle. On the back of the e...

❓ Why has the growth outlook become our main concern? 25.04.2022

Week #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.

❓ Pourquoi la croissance est devenue notre inquiétude principale ? 25.04.2022

Semaine #17. 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.

🔄 Back to micro! What to watch during the upcoming earnings season? 19.04.2022

Week #16. 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.

🔄 Retour à la micro ! Que surveiller pendant la saison des résultats ? 19.04.2022

Semaine #16. 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.

📆 How likely is a recession over the coming year? Some thoughts. 11.04.2022

Week #15. 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.

📆 Une récession est-elle probable dans les 12 prochains mois ? Quelques idées. 11.04.2022

Semaine #15. 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.

👉 Let's turn to the equity market: dynamics, outlook and positioning. 04.04.2022

Week #14. 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.

👉 Place au marché actions. Dynamique, perspectives et positionnement. 04.04.2022

Semaine #14. 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.

📈 Some thoughts on rates and the yield curve today! 28.03.2022

Week #13. 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.

📈 On parle marchés de taux et courbe aujourd'hui ! 28.03.2022

Semaine #13. 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.

🍴 On the menu this week: Ukraine, the Fed and China. 21.03.2022

Week #12. 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.

🍴 Au menu cette semaine : Ukraine, la Fed et la Chine. 21.03.2022

Semaine #12. 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.

Big week ahead: the war in Ukraine intensifies and the Fed meets 14.03.2022

Week #11. 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.

Grosse semaine : intensification de la guerre en Ukraine et réunion de la Fed 14.03.2022

Semaine #11. 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.

Ukrainian shock 09.03.2022

A SILEX Equity podcast by Emeline Ozhan, Thematic Equity Strategy Manager at SILEX -  Recorded: 08/03/2022   Hosted on Ausha. See ausha.co/privacy-policy for more information.

A lot to catch up on this week with the war in Ukraine: central scenario, risks and market implications 07.03.2022

Week #10. 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.

Beaucoup de choses à rattraper cette semaine avec la guerre en Ukraine : scénario central, risques et implications pour les marchés. 07.03.2022

Semaine #10. 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.

What a week! Let's discuss US inflation and escalation of the Ukraine crisis 14.02.2022

Week #7. 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.

Quelle semaine ! Implications de l'inflation américaine et de l'escalade des tensions en Ukraine 14.02.2022

Semaine #7. 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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