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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Episodes
Week #44 - A big macro week and some thoughts on the metaverse. [EN] 02.11.2021 5:05
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. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Semaine #44 - Grosse semaine sur le front macro et quelques idées sur le metaverse. [FR] 02.11.2021 5:16
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.
Week #42 - The micro is at the center of attention. We expect a supportive earnings season for equity markets. [EN] 18.10.2021 4:34
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 #42 - La micro est au centre de l'attention. Nous attendons une saison des résultats positive pour les marchés actions. [FR] 18.10.2021 4:37
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.
Week #41 - Is high inflation a risk for growth? It's not stagflation just yet. [EN] 11.10.2021 3:48
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 #41 - L'inflation est-elle un risque pour la croissance ? Nous sommes encore loin de la stagflation. [FR] 11.10.2021 4:07
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 #40 - Why the next few weeks will be critical for bond yields. [EN] 04.10.2021 4:07
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 #40 - Pourquoi les prochaines semaines seront critiques pour les taux d'intérêt. [FR] 04.10.2021 4:15
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.
Week #39 - Some thoughts on the German election and its implications. [EN] 27.09.2021 4:44
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 #39 - Quelques idées sur les élections allemandes et leurs implications. [FR] 27.09.2021 5:04
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 #38 - Central banks' week across the world and the case of Evergrande. [EN] 20.09.2021 4:41
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 #38 - Une semaine banques centrales un peu partout et le cas Evergrande. [FR] 20.09.2021 4:54
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 #37 - What to think about China after the crackdown? [EN] 13.09.2021 4:21
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 #37 - Que penser de la Chine après la vague réglementaire ? [FR] 13.09.2021 4:11
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.
La plateforme SPARK au service de nos partenaires CGP. [FR] 06.09.2021 2:48
Interview podcast d'Alexis de Bernis, notre Chief Technology Officer, chez Patrimoine 24. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Week #36 - Where do we stand on the equity allocation? [EN] 06.09.2021 4:39
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 #36 - Où en sommes-nous sur les actions ? [FR] 06.09.2021 4:54
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 #35 - The SILEXpresso is back. [EN] 30.08.2021 5:02
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 #35 - Le SILEXpresso fait son retour. [FR] 30.08.2021 5:36
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 #28 - What to watch over summer? Four stories I will be following from the beach. [EN] 12.07.2021 4:58
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 #28 - Que faudra-t-il suivre cet été ? Les quatre sujets sur lesquels garder un oeil à la plage. [FR] 12.07.2021 5:10
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.
Week #27 - Why it may be a good time for convertible bonds. [EN] 05.07.2021 4:56
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 #27 - Pourquoi c'est peut-être le moment des obligations convertibles. [FR] 05.07.2021 4:36
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 #26 - Some thoughts on the US dollar, a controversial asset. [EN] 28.06.2021 5:04
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 #26 - Quelques réflexions sur le dollar, actif controversé. [FR] 28.06.2021 4:50
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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