SILEX

The mix by SILEX

Business EN ↓ 298 episodes

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.

Author

SILEX

Episodes

📈 Nous parlons inflation américaine et ralentissement européen ce matin ! 19.09.2022 3:43

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 3:37

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 3:54

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 39:48

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 5:59

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 2:27

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 4:02

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 4:03

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 4:40

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 4:42

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 4:33

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 4:40

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 4:15

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 4:23

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 5:14

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 4:51

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 5:02

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 5:11

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 4:45

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 4:39

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 2:43

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 5:07

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 5:22

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 4:42

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 4:55

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.