In tune with the markets

The beat goes on

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 podcast features material by fair use guidelines. All rights reserved to the copyright owners

Pain and gain

The equity markets in general and semiconductor companies in particular are flying high, amidst geopolitical turmoil.  Gold has clearly entered bubble territory. The share of weak hands in the market is increasing, which means we are now in a volatile bull market, says Arnout van Rijn. Tune in to our latest podcast episode.  Length without disclaimer: 18 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

El Classico

Surprisingly, Beethoven sets the tone in 2025's last episode of this podcast series. Arnout van Rijn and Peter van der Welle talk about the upbeat 2026 outlook for equities, the strange case of the Japanese bond yields and why investors might end up wrong-footed in the year to come    Length without disclaimer: 16 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

In the dark

With the present lack of data, the Federal Reserve is maneuvering in the dark. The AI hype is still very much alive after Nvidia delivers again, but worries on the return of all those billions invested are mounting, also on the credit markets. What's happening in Japan, and will COP30 in Brazil open fresh opportunities for emerging market bonds? Tune in to our latest episode with a special musical guest.  Length without disclaimer: 16 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

Gold fever strikes again

Are President Trump's policies stirring a 'high-pressure economy' of growth and inflation? Gold's gone galactic again – prices are soaring, with ETFs snapping up big volumes, and AI's trillion-dollar footprint continues to reshape markets, portfolios – and even geo-politics. Tune in to a new episode of our upbeat financial markets podcast.