The beat goes on
In tune with the markets

The beat goes on

2026-02-20
It is earnings season again and guess what – the beat goes on. In this episode Arnout van Rijn also digs deep into his two of his favorite topics: Japan and gold. And are we seeing a long-awaited rotation in financial markets? Value stocks, small caps and defensive stocks are now outperforming growth stocks, mega caps and cyclical stocks. And emerging markets continue their bull run.    Unitree demonstration Chinese New Year Gala video  Length without disclaimer: 19 minutes This podca...
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