Markets panorama || by Monetharia

Decanted portfolio - episode 23 | END OF SEASON 1Bastien will deep dive on Hunter valley. Nico will do a quick overview on all the wine regions still to explore together, sharing some tips on key grapes and valleys not to miss. ·········Episode sponsor: Pantarai (www.pantar.ai) - your first Digital CIO interpreting financial markets and making investment decisions on your behalf.·········Please ge...

Decanted portfolio - episode 22# tasting of Ruinart Black de Blanc, and Tannat from Uruguay ········· Episode sponsor: Pantarai (www.pantar.ai) - your first Digital CIO interpreting financial markets and making investment decisions on your behalf. ·········

Decanted portfolio - episode 21 Today we will look into some peculiar regions in SPAIN and FRANCE: Priorat & Beaujolais Morgon Cote du Py. ········· Episode sponsor: Pantarai (www.pantar.ai) - your first Digital CIO interpreting financial markets and making investment decisions on your behalf. ········· As we link wines and financial markets in this podcast, this is what we are thinking about...

Decanted portfolio - episode 20 | We go far away this week to explore the wine regions of New Zealand and South Africa, including Pinot Noir in Central Otago. | Episode sponsor: Pantarai (www.pantar.ai) - your first Digital CIO interpreting financial markets and making investment decisions on your behalf.

Decanted portfolio - episode #19With the unfortunate Iran war unfolding, we explore wines in the middle east and some characteristics of the riesling grapes.·········Episode sponsor: Pantarai (www.pantar.ai) - your first Digital CIO.·········As a thematic link to the Geopolitical evens in the Middle East, watch this new episode as we discuss about:(*) Riesling grapes from Alsace with characteristi...

Welcome to episode 18 of the Decanted portfolio. We'll talk about some of the top wines on the planet. ········· The episode is brought to you by Pantarai (www.pantar.ai) - your first Digital CIO autonomously managing an all-weather ETP that adapts to shifting markets (ticker: ADPT). Listed in London and Amsterdam. Disclaimers apply. ········· Today we will discuss in detail about a recent tas...

Welcome to episode 17 of the Decanted portfolio. We'll talk about edgy white wines from the New and Old World. The episode is brought to you by Pantar.ai ········· Pantar.ai is your Digital CIO -investment an autonomous engine that adapts your portfolio in real-time. Experience it with our all-weather strategy, Pantarai ADAPT, now trading on the London and Amsterdam exchanges (ticker ADPT) . Discl...

Welcome to episode 16 of the Decanted portfolio, brought to you by Pantar.ai ········· Stop managing a static portfolio in a shifting market. Pantar.ai is the autonomous investment engine that acts as your Digital CIO- portfolio adapting your allocation in real-time. Navigate the market with ADAPT , listed now on the London and Amsterdam stock exchanges (ticker: ADPT). Disclaimers apply. ·········...

Sponsor: Pantar.ai ADAPT, an all weather investment strategy seeking to generate consistent performance in all phases of the cycle ········· Welcome to episode 15 of the Decanted portfolio. Bastien and I will look at AI winners & losers, why Anthropic has scared investors in established legal firms, what's up with metals, melancholic markets where very few assets have performed and finally...

The Decanted portfolio - episode 14 bis Sponsor: Pantarai ADAPT (ticker: ADPT)Bastien reviews a fancy Cote de Gascoigne, to sweeten the pill after a harsh closing of the week in markets on the back of some collapse of silver and other metals. Disclaimers apply.

This week metal prices went ballistic, with gold on a rollercoaster. This week's episode of the Decanted portfolio (#14) looks at why gold has surged and what's up with hot money flows, but also brings us to Hungary where Tokaj is a stellar sweet wine region. SPONSOR => Pantarai ADAPT (ticker: ADPT) Disclaimer: not financial advice. The episode discussed about wine, make sure you are of the rig...

Sponsor: Pantarai ADAPT (ticker: ADPT), an autonomous investment strategy powered by an AI open expert system, seeking to perform in ANY market conditions. Disclaimers apply. ·········· We are at the end of a bombastic week in Davos, after an inspiring speech from Marc Carney, an mockery of President Trump to the Europeans (which end up having MUCH more leverage than expected to push back) and a c...

Today we discuss about how the current geopolitical mess is strangely not moving markets, with the exception of an ongoing (persistent) rally in precious metals as investors keep looking for safety. Leaving safe harbors and adventuring in different wine regions on the planet, we explore a 27km strip of land in Australia named Coonawarra where monumental cabernet sauvignons are made in red soils. S...

Bastien has lived in South Africa for a number of years. In this episode (audio only) he presents the main wine regions in South Africa and comments in detail the Chenin blanc grapes from this corner of the New World.

Today we interview Rosalen, our first guest in the podcast, a non-expert wine enthusiast sharing her preference on specific wine types and regions but also her normal struggles when dealing with big wine lists at restaurants, buying the right wines, choosing what to open and why. We also talk about a big and bold red from Alpille IGP in the Provence region in France and a secret tiny denomination...

Welcome to a new episode - in ITALIAN only. We discuss possible outperformance from assets that track energy production & distribution for 2026 to support the rising demand for AI and pair it with energetic, powerful if elegant new style Red Rioja wines from Spain. Enjoy!

This is a special episode in Spanish only, describing Argentina's ranking in worldwide wine production (2025 numbers to date), the recent history of Malbec there, Catena Zapata and the emergence of Gran Enemigo and cabernet franc. Sponsored by Pantarai ADAPT.

This week has been totally incongruent in markets. Main stock indices have been down over the past few days up to the 18th of Dec for anxiety-driven concerns of various kinds, to then rally out of the blue as US CPI (lower than expected, if distorted after US shutdown) was released after two months of silence. We share a peculiar pink white from Provence tasting like a white Burgundy, to then move...

In this episode, we discuss about new stock market highs in the US and great Napa Valley wines. In more detail, we look at the North and Central Coast regions in California (that include 139 AVAs) focusing on Oakville inside Napa Valley, and the tasting of the Opus One - a great wine. In parallel, we share what toppy stock indices hide behind the surface, what is the rationale behind the (probably...

Welcome to the Decanted portfolio podcast, available on Spotify and Apple podcast, where Bastien and I talk about wines and investing every week. This episode is related to Chianti, merchants and the bitcoin, all wildly unpredictable. The bitcoin lost 8% and recovered 10% in a couple of sessions for no apparent logical reason, away from demand-driven flows (we are at the end of Nov 2025). Such unp...

Bastien has been at the Decanter wine show at Singapore meeting over the week-end several great wine producers from key global regions - from New Zealand's Cloudy Bay to Spain's Aalto. He has a lot to share, tune in!

Did you know that Bastien, co-founder of Pantarai, worked in a champagne house a few years ago? In this episode we'll deep-dive into champagne grapes, sub-regions, how to consume, recommended bottles but also why global financial markets have been so bubbly in the last week up to the end of November 2025. Enjoy. Disclaimers apply.

Here's a quick episode discussing the split of the beautiful Rhone region between North and South, and the lesser-known if stellar sub-regions in the South that are Gigondas, Vacqueyras and Beaumes-de-Venise, the latter known for its sweet wines but to be mentioned for its jammy, elegant reds. Enjoy!

Bastien and Nico discuss about the latest wave of NVIDIA earnings (very positive, but) unable to stop fears of an AI bubble (companies over-investing) that is rattling financial markets. With those moody, fascinating, incongruent market moves we have selected and discussed the character of Bordeaux (St Emilion) , Cahors and Argentinean Malbec wines. And we debunk a couple of wrong myths on how to...