Swissquote, Ipek Ozkardeskaya, Feyyaz Alingan
🇬🇧 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 new...
Author
Swissquote, Ipek Ozkardeskaya, Feyyaz Alingan
Category
Podcast website
Latest episode
Jul 10, 2026
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Episodes
SK Hynix land in New York 10.07.2026 10:58
Oil prices surrendered this week's geopolitical gains as easing supply concerns and renewed US-Iran talks helped calm the energy markets despite continued disruptions around the Strait of Hormuz. Falling oil prices pushed global bond yields lower and lifted investor sentiment, setting the stage for a record US debut by SK Hynix. Meanwhile, Chinese technology stocks continue to attract investors th...
Oil back in the driver’s seat 09.07.2026 10:41
The US resumed strikes on Iran, sanctions tightened again, Tehran threatened retaliation, and crude prices jumped back toward key technical levels. The rebound is reviving inflation fears, pushing bond yields higher and challenging the recent rotation away from energy. Energy is benefiting from geopolitical tensions and renewed supply uncertainty, while Chinese technology stocks are attracting att...
Hope for crypto and co? | Crypto Talk 08.07.2026 6:18
Is this a sign of hope for the crypto markets? 00:00 Intro 00:23 Disclaimer 00:28 Preview 00:49 Bitcoin 03:51 Ethereum 05:58 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 excl...
Middle East tensions flare up, again 08.07.2026 10:21
Technology stocks remain under pressure despite Samsung's blockbuster earnings, with the semiconductor selloff dragging the Nasdaq 100 below its 50-day moving average for the first time since April. Meanwhile, SpaceX's first day in the Nasdaq 100 was marked by a sharp decline, even as Wall Street unveiled remarkably bullish price targets ranging from $200 to $300 per share—and one bank's valuation...
Samsung down despite strong beat 07.07.2026 10:22
Samsung's blockbuster earnings should have reassured investors. Instead, they triggered a 9% selloff that dragged the Kospi sharply lower and reignited concerns that expectations across the AI semiconductor space have become impossible to satisfy. A 19-fold jump in quarterly profit and an earnings beat were simply not enough once the market's whisper numbers had moved even higher. At the same time...
SpaceX to enter Nasdaq 100 06.07.2026 10:40
European stocks are trading near fresh record highs, oil prices remain under pressure and AI enthusiasm continues to overshadow almost everything else. Yet beneath the surface, cracks are beginning to appear. Memory chip prices are squeezing hardware makers, Foxconn's blockbuster sales failed to excite investors, and SpaceX is about to join the Nasdaq 100 despite a valuation and governance structu...
Weak US jobs boost investor optimism 03.07.2026 10:33
Artificial intelligence has become the biggest engine of the market rally—but are the first cracks finally starting to appear: Meta's decision to commercialise its AI infrastructure and Oracle's warning that some customers may struggle to pay for the enormous computing capacity they have ordered have raised uncomfortable questions about whether the AI spending boom has gone too far. Chipmakers led...
Bad news from Meta, Oracle 02.07.2026 10:21
Artificial intelligence has become the biggest engine of the market rally—but are the first cracks finally starting to appear: Meta's decision to commercialise its AI infrastructure and Oracle's warning that some customers may struggle to pay for the enormous computing capacity they have ordered have raised uncomfortable questions about whether the AI spending boom has gone too far. Chipmakers led...
H2 begins with bulls in charge 01.07.2026 10:19
Global markets have entered the second half of the year with remarkable momentum despite months of geopolitical tensions, an energy shock and rising bond yields. AI remains the dominant investment theme, with semiconductor stocks continuing to lead the rally while Big Tech faces growing scrutiny over the returns on massive AI spending. Falling oil prices are helping ease inflation fears just as Fe...
BTC struggling with strength | Crypto Talk 30.06.2026 6:08
BTC can barely hold 60k USD, is 50k next? 00:00 Intro 00:27 Disclaimer 00:31 Preview 00:47 Bitcoin 03:27 Ethereum 05:48 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...
Can chips rally without Big Tech? 30.06.2026 10:10
Global stock markets have just wrapped up their strongest quarter in six years, but is the AI rally beginning to lose its foundations? While Nvidia, Micron and other chipmakers continue to surge, the companies funding the AI revolution are coming under growing pressure. Microsoft, Google, Meta and Amazon are all facing investor scrutiny over massive AI spending, rising borrowing costs and uncertai...
Oil contained despite weekend’s Mid-East tensions 29.06.2026 10:56
Markets are starting the week on a surprisingly calm footing despite another round of US-Iran attacks over the weekend. Oil prices remain remarkably contained, with strategic reserve releases and continued flows through the Strait of Hormuz helping contain fears of a major supply disruption. But while geopolitics has temporarily taken a back seat, investors are increasingly focusing on a different...
From stocks to bonds 26.06.2026 10:18
Technology stocks are under renewed pressure despite another blockbuster earnings report from Micron. While strong AI demand continues to lift memory chip makers, soaring chip prices are now creating problems for the companies that buy them. Apple warned that higher memory costs are forcing significant price increases, raising fears that consumer demand could weaken and profit margins could come u...
Micron-backed sugar rush ahead of US data 25.06.2026 10:48
Micron has given technology stocks exactly what they needed: a powerful earnings beat, strong guidance and renewed confidence that AI-driven demand for memory chips and data centres remains robust. The results triggered a rally across semiconductor stocks and lifted broader market sentiment after days of heavy selling. But the real test is still ahead. Investors now turn their attention to the lat...
All eyes on Micron earnings! 24.06.2026 11:00
Technology stocks are under pressure as rising bond yields, elevated valuations and growing concerns over AI-related spending challenge one of the strongest market rallies in recent history. The latest selloff has been particularly painful for memory-chip stocks, with Micron, Samsung and SK Hynix at the centre of the storm. After a spectacular AI-driven rally fuelled by booming demand for high-ban...
Tech under pressure 23.06.2026 9:32
Europe is catching a bid. Falling oil prices, easing inflation pressures and softer ECB expectations are improving the outlook for European equities just as cracks begin to appear in the technology trade. Concerns about excessive AI spending, rising debt issuance and stretched valuations are resurfacing, prompting investors to reassess whether the world's largest technology companies can generate...
Odd peace optimism 22.06.2026 10:21
Markets are starting the week with an odd sense of optimism despite another roller-coaster weekend for Middle East diplomacy. One moment the Strait of Hormuz is open, the next it's closed, then open again, as US-Iran negotiations begin while geopolitical tensions remain elevated. Yet investors continue to focus on the possibility of a breakthrough. Oil briefly rose above $78 per barrel before retr...
BTC in the swamp! | Crypto Talk 19.06.2026 6:19
BTC is fighting the bears, but it seems hopeless - or is it? 00:00 Intro 00:29 Disclaimer 00:33 Preview 00:51 Bitcoin 03:09 Anthropic 03:57 Bittensor 05:40 Near & FET 05:59 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: e...
Oil cheapens but US dollar appreciates! 19.06.2026 11:17
Oil prices are falling as the interim US-Iran agreement raises hopes that the worst of the Middle East disruption may be behind us. But the stronger dollar – on hawkish Fed policy - is offsetting part of the benefit from lower oil prices. Because commodities are priced in dollars, a stronger greenback makes energy and raw material imports more expensive for the rest of the world. As a result, mark...
How private equity stopped being a billionaires' club | Unlocked 18.06.2026 21:27
🦄 The biggest tech winners now stay private for more than a decade. That's where most of the value gets created, and until recently it was off-limits to anyone who wasn't already a billionaire. 🎙️ In this episode of UNLOCKED, Andreas Bezner explains how he went from professional graffiti artist to building one of Switzerland's leading pre-IPO fintechs, why "the next NVIDIA" mistake is usually a p...
Warsh’s Fed 18.06.2026 9:50
Kevin Warsh's first Fed meeting as Chair delivered a surprise—and not the dovish one markets were hoping for. While the Fed left rates unchanged, the message was unmistakably hawkish. More importantly, Warsh appears determined to reshape the Federal Reserve itself. From questioning forward guidance and refusing to place a dot on the dot plot, to reviewing the Fed's communication strategy, balance...
How high is too high? 17.06.2026 10:30
SpaceX has surged to a valuation above $2.6 trillion, making it one of the most valuable companies in the world despite reporting losses and offering no clear profit outlook for this year. The rally is reigniting the bubble debate and raising questions about how far investors are willing to stretch valuations in the search for the next big thing. At the same time, new Fed Chair Kevin Warsh faces h...
Risk of including a meme stock to major indices 16.06.2026 10:37
Oil prices are falling, bond yields are easing and investors are rotating back into risk assets – including SpaceX. But beneath the optimism, a new question is emerging: what exactly is – and will be - inside your index? SpaceX's surge to a $2.5 trillion valuation has reignited the debate around speculation, passive investing and index concentration. If included in the Nasdaq 100 today, the compan...
Peace at last? 15.06.2026 10:07
Could the 40th peace announcement finally be the one that sticks? Markets are certainly acting as if it might. Reports that the US and Iran have reached an agreement to end the conflict and reopen the Strait of Hormuz sent oil prices sharply lower and boosted risk appetite across global markets. Lower energy prices could ease inflation pressures, soften central bank rhetoric, and provide fresh sup...
The SpaceX Liftoff 12.06.2026 9:49
It’s SpaceX Day. Today marks the stock market debut of SpaceX in what has become the largest IPO in history, giving the company a valuation approaching $1.8 trillion and potentially making Elon Musk the world’s first trillionaire. But while investors watch a rocket leave the launchpad, markets back on Earth remain hostage to Middle East headlines. Oil prices continue to swing on every comment rega...
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