Episode 28: Breaking Banks with Bitcoin

Jill and Meltem reunite amidst corona-madness to breakdown how they are thinking about this unprecedented situation. They take us back to the Black Plague and project into an increasingly sci-fi future. Tune in as they discuss the options on the table, the policy responses (and l ...  Show more

Every movement that has withstood the test of time — from religions to empires — has had a founding myth attached. This is the story of how it all started. Often these legends are shrouded in mystery. They are left open to interpretation. This week we discuss how bitcoin is no di ...  Show more

Nvidia surprised the street with another major beat to guidance estimates for its Q2 earnings release - arguably the most widely watched corporate earnings report globally in 2023, with the stock +9% higher in after-hours trading. However, in the following Asia trading session - ...  Show more

French stocks have staged a modest recovery following the recent sell-off, while government bond spreads relative to neighbouring Germany have continued to widen. Meanwhile, the S&P 500 reached a new record high, as investors awaited Nvidia's Q2 earnings report after the market c ...  Show more

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving M ...  Show more

A slump in tech stocks may explain the market rotation – but it’s the earnings season that investors need to watch, says CIO and Chief US Equity Strategist Mike Wilson.

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Welcome to Thoughts on the Market. I'm Mike Wilson, ...