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
Crude oil soars past $100pb: global implications are huge! 09.03.2026 10:35
Oil markets are surging as tensions in the Middle East escalate. US crude briefly spiked to $120 per barrel, while Brent crude climbed above $110, with both benchmarks still trading above the $100 mark. The stakes are enormous: the Middle East holds around half of global oil reserves and roughly 40% of the world’s natural gas reserves, and about 20% of global oil and LNG flows through the Strait o...
US jobs had better be strong! 06.03.2026 10:01
Global markets continue to reel as tensions in the Middle East push oil prices higher, rattling investors and reigniting inflation fears. US crude extends rally, while sovereign yields climbed on worries that central banks may be forced to tighten policy faster than expected. The US government has floated potential measures to tame the rally, including strategic reserve releases and easing fuel-bl...
Is finance becoming too digital for its own good? | Unlocked 05.03.2026 43:09
Can technology scale finance without losing the human touch? In this episode of UNLOCKED, Manon Duez, Senior Sales Executive at Vanguard, joins us to discuss the future of financial advice. 🎙️ Drawing from her experience in a competitive industry where she was often the only woman in the room, she reflects on the lessons that shaped her career. 📊 We also discuss the limits of automation in financ...
Don’t jump to the final chapter yet! 05.03.2026 9:54
Volatility remains high as the Middle East conflict enters a sixth day, keeping investors on edge. Early reports of potential Iranian negotiations were dismissed, while disruptions through the Strait of Hormuz have pushed oil prices higher, adding pressure to global inflation and interest rates. US and European equities rebounded yesterday on strong economic data, but futures don’t point at furthe...
Energy up, the rest down 04.03.2026 10:35
The Middle East conflict is intensifying — and markets are feeling it. Equities are under pressure, banks and miners are selling off, and private credit stress is resurfacing. Meanwhile, software stocks are attempting a rebound — but funding conditions may pose a bigger threat than AI disruption itself. Globally, rising energy prices are also reigniting inflation concerns just as central banks wer...
US indices can’t keep rising regardless of unideal macro setup! 03.03.2026 11:12
Volatility is back, and markets are reacting in unexpected ways. Oil and gas prices surged on Middle East tensions, European stocks tanked, and yields jumped — yet US equities barely flinched. Big Tech gained regardless of the war headlines. What’s driving the US resilience? Dip buyers stepped in as oil retraced, showing that even war headlines and fading Fed cut expectations weren’t enough to sha...
AI peak cycle behaviour 27.02.2026 11:17
Nvidia’s blockbuster earnings beat expectations across nearly every metric, yet the stock plunged over 5% to close below $185, despite strong guidance. Michael Burry flagged Nvidia’s $95bn in purchase obligations — up from $16bn a year ago — warning that if AI demand slows, excess capacity could pressure margins. Meanwhile, Salesforce, CrowdStrike, and Snowflake all rose, driven by strong AI adopt...
Nvidia’s earnings impress — but not enough to reverse broader appetite 26.02.2026 11:03
Nvidia delivered a blockbuster Q4, smashing expectations. Forward guidance for Q1 also topped analyst forecasts, cementing Nvidia’s leadership in AI infrastructure and inference. Yet despite the stellar results, the market reaction was muted. Shares rose modestly in after-hours trading as investors focused on revenue concentration, leverage concerns and broader AI and tech valuation risks. Even wi...
Nvidia’s earnings could impress — but not reverse AI worries 25.02.2026 10:27
US and European markets rebounded as the AI fear trade eased and investors digested the latest US tariff shake-up. LegalZoom, once hit hard by fears of Anthropic’s Claude, jumped 2.5% after AI integrations promised more customizable, AI-friendly offerings. The iShares Expanded Software ETF also rose nearly 2%, showing opportunities emerging even amid software stress. In Big Tech, Meta announced a...
Software crash moves risk where it shouldn’t be 24.02.2026 10:29
Markets are wobbling again. Trump’s latest tariff shake-up has rattled both sides of the Atlantic, with European carmakers hit hard as the EU freezes ratification of last summer’s trade deal. At the same time, an extreme AI disruption scenario has shaken delivery and payment stocks — raising fears of mass white-collar job losses, collapsing consumption, and loan defaults. But the real red flag may...
US tariffs are ruled illegal. What now? 23.02.2026 11:15
The US Supreme Court has shaken up the trade landscape, ruling most Trump-era import tariffs under the IEEPA illegal. Markets reacted immediately: US yields edged higher, the dollar slipped, and gold and silver rallied, bringing trade uncertainties back into focus. Meanwhile, software stocks are showing the split impact of AI anxiety versus strong earnings. Cybersecurity names stumble, while cloud...
Copper: the barometer of global economic health 20.02.2026 11:02
Welcome to a special episode all about copper — the Red Metal! Unlike oil, copper doesn’t trade on headlines or emergency meetings. Instead, it reflects the slow grind of the global economy, tied to infrastructure, manufacturing, energy transition and long-term investment cycles. In this episode, we break down what drives copper prices and the influence of economic data, financial conditions and t...
Fed liquidity injections sure help giving a smile! 19.02.2026 10:18
US equities rebounded yesterday after early-session weakness, with dip buyers stepping in near key Markets bounced yesterday as Big Tech and software stocks led the charge, while Bitcoin lagged behind, missing the bullish wave. A mix of US data — weak but less negative than expected — supported the rebound, while more hawkish than expected Fed minutes cast a slight shadow. But even with hawkish Fe...
Polygon showing strength (while ETH is losing?) | Crypto Talk 18.02.2026 7:58
Polygon can show some strength, thanks to Polymarket. It even beat ETH when it comes to daily fees, but is it enough? 00:00 Intro 00:27 Disclaimer 00:31 Preview 00:47 Bitcoin 04:47 Ethereum 06:11 Polygon 07:37 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and investing...
Is it time to chase dip-buying opportunities in tech, software space? 18.02.2026 10:32
US equities rebounded yesterday after early-session weakness, with dip buyers stepping in near key technical levels. Yet beneath the surface, conviction remains thin, signaling that investors are treading carefully. The AI trade continues to unwind selectively: software names are under pressure, while AI enablers are still digesting concerns over debt-funded investment plans. Bond yields suggest t...
Tech appetite remains weak as US returns from long weekend 17.02.2026 9:50
US and most Asian markets were closed on Monday, leaving Europe to trade quietly. Yields followed US peers lower, while defence and bank stocks outperformed — a reflection of souring relations with the US. Meanwhile, risk appetite for tech remains fragile this Tuesday morning. The AI investment race is capital-hungry, and leveraged spending is under the spotlight. Rising activity in credit derivat...
Soft US CPI reinforces rotation trade, as tech unease looms 16.02.2026 10:49
US inflation delivered some relief last Friday, but falling yields couldn’t cheer up Big Tech stocks. Investors remain uneasy about elevated valuations and the scale — and leverage — of AI spending. Markets are caught between two fears: that AI returns will disappoint, or that AI disruption will go too far, too fast. While the S&P 500 held flat, the equal-weighted index outperformed, signalling th...
Eyes turn to US CPI, as AI Angst spills beyond tech 13.02.2026 10:05
Wall Street stumbled again as technology stocks led the selloff. The recent rotation is shifting investor focus toward non-tech and non-US markets, with Asian equities outperforming and Europe relatively insulated. But if AI Angst spills over non-tech, the rotation may become less efficient. Right now, all eyes are now on the US CPI release. A softer-than-expected print could ease rate concerns an...
US jobs data was not *that* strong! 12.02.2026 10:19
The U.S jobs report for January shocked markets with 130K new nonfarm jobs, a tick lower unemployment rate, and wages steady at 3.7%. On the surface, it looks strong — but the reality is more nuanced. Most gains came from healthcare, social assistance, and construction, while sectors like federal government and financials lost jobs. Some analysts warn that BLS seasonal adjustments may overstate tr...
USD cheapens as soft data fuels dovish Fed bets 11.02.2026 10:03
The US dollar slid further as December retail sales showed no growth, raising fresh concerns about the strength of American consumers. Markets are now pricing in earlier Fed easing, with US 2-year yields falling to multi-year lows and the dollar weakening. This shift fuels a rotation from Big Tech to smaller, more domestic-focused stocks. While AI investments remain a major growth driver, rising d...
Cheap USD boosts earnings, but not where appetite is! 10.02.2026 10:40
The US dollar started the week on a soft note, giving major currencies and risk assets some breathing room after recent stress in tech and metals. But don’t get too comfortable — concerns around AI spending, lofty valuations and crowded positioning are keeping investors selective rather than fully bullish. Whether the dollar’s slide continues will hinge on this week’s data. Retail sales today, job...
Takaichi’s strong win boosts tech stocks, but... 09.02.2026 10:10
The week starts with an energy boost for technology stocks as Sanae Takaichi scores a landslide victory in the weekend elections, meaning that Japan will spend – and it will spend big on defence and technology particularly. So markets are looking to extend Friday’s rebound, the US dollar is under pressure, gold, silver and Bitcoin are better bid. But the fundamental questions around AI and huge sp...
Bitcoin falls non stop 😱 | Crypto Talk 06.02.2026 7:26
What is up with Bitcoin and why does it keep on falling? Will we see a V recovery or keep on falling lower? 00:00 Intro 00:24 Disclaimer 00:28 Preview 00:39 Bitcoin 06:08 Ethereum 06:36 Solana 07:06 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and investing knowledge...
How far can you push innovation in banking? | Unlocked 06.02.2026 37:56
In this episode of UNLOCKED, we sat down with Arjeta, Head of Product Strategy at Swissquote, to explore what innovation really means inside a regulated bank. 🎙️ From her early investing mistakes to leading product strategy at one of Switzerland’s leading digital banks, Arjeta shares how her personal journey shaped her approach to building client-focused solutions. 🚀 We also discuss the role of A...
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