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Beyond Markets

Julius Baer
Chinese Economy
Inflation
China
US Federal Reserve
Federal Reserve
GDP Growth
Weight Loss Drugs
Central Economic Working Conference
S&P 500
US Market
Philanthropy
European Central Bank
Asia
Obesity
Gold
Property Sector
Inequality
Bank Of Japan
Earnings Growth
Market Volatility

“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape. The information contained in this podcast is marketing material. Opinions expressed do... more

PublishesTwice weeklyEpisodes376Founded5 years ago
Number of ListenersCategories
BusinessInvestingNewsBusiness News

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Artwork for Beyond Markets

Latest Episodes

When one thinks of safe haven currencies, the Swiss franc, Japanese yen, and US dollar typically come to mind. But with capital flows diversifying away from the US dollar, interest in alternative safe havens is increasing. The Singapore dollar, one o... more

The US Federal Reserve resumed its rate cut cycle last week with a widely expected 25bp rate cut. Julius Baer expects four further rate cuts through March 2026, pausing at 3.25%, while the markets are pricing in slightly more aggressive easing. Again... more

The 10-year treasury yield is breaking down as it anticipates rate cuts. This is mostly due to a tightening job market, especially for entry-level candidates and young people. We look for a series of rate cuts, starting this week and ending next Marc... more

As we head towards the end of the year, financial markets are caught between fading growth and expectations regarding monetary policy. How should investors navigate financial markets in the final months of 2025, and where do we see the sweet spots?

more

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Recent Guests

Jack Weingart
Chief Financial Officer of TPG, the Alternative Asset Manager
TPG
Episode: Private Equity in a Changing World
General David Petraeus
A partner at KKR and chairman of the KKR Global Institute, with a distinguished career in the US Armed Forces.
KKR
Episode: From Battlefield to Boardroom: Leadership in a changing world
Hong Hao
Managing Partner and CIO of Lotus Asset Management
Lotus Asset Management
Episode: China Conversations: Does the Hong Kong rally have legs?
Norbert Rücker
Head of Economics and Next Generation Research
Bank Julius Baer
Episode: Middle East Flashpoint: Implications for oil and gold
Kevin You
Portfolio manager focusing on China equities with almost two decades of experience in finance.
Allianz Global Investors
Episode: China Conversations: Tailwinds in Chinese equities
Vance Serchuk
executive director of the KKR Global Institute, responsible for geopolitical analysis
KKR Global Institute
Episode: Geopolitics in flux: New paradigms for a new era
Tara Davies
A partner at KKR with over two decades of infrastructure investment experience.
KKR
Episode: Introduction to Private Infrastructure
Hao Hong
Partner and chief economist of GROW
GROW
Episode: In Conversation with GROW: How real are Trump's tariff threats?
Carsten Menke
Head of Next Generation Research in Zurich
Julius Baer
Episode: Will the world run out of silver?

Hosts

Mark Matthews
Head of Research in Asia at Bank Julius Baer, Mark Matthews brings a wealth of expertise in market analysis and strategic insights.
Helen Freer
Host of the Beyond Markets podcast, engaged in discussing various topics related to financial trends and market insights.

Reviews

5.0 out of 5 stars from 1.1k ratings
  • Superb information

    Podcast Addict
    5
    cougar
    6 months ago
  • Professional

    Excellent precise and informative

    Many Thanks!

    Apple Podcasts
    4
    Fossil Tradesman
    United Kingdom2 years ago
  • Insightful business discussions

    Beyond Markets offers insightful business discussions, featuring industry leaders and experts. Engaging content explores global trends, providing valuable perspectives for entrepreneurs. A must-listen for staying informed and inspired.

    Apple Podcasts
    5
    Mrfox77RX
    United States2 years ago
  • Well done

    One of the best podcasts I’ve listened to in a while.

    Apple Podcasts
    5
    Diane J Montoya
    United States2 years ago
  • Excellent!

    Great story and podcast, could not stop listening

    Apple Podcasts
    5
    Weldon D Mayton
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Many reviews highlight the practicality of the insights shared, making it accessible for those looking to deepen their financial knowledge.
The series is praised for its quality audio and expert guests, contributing positively to the overall listening experience.
Listeners appreciate the insightful discussions and market analysis, often describing the content as informative and engaging.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

China Conversations: Market surge triggers bubble concerns
Q: What indicators would make you nervous that the market may be peaking?
Hong suggests monitoring market turnover and regulators' attitudes, noting that current sentiments are still skeptical among individual investors.
China Conversations: Market surge triggers bubble concerns
Q: Do you think the A-share market is in a bubble right now?
Hong Hao believes that while the market has risen substantially, it is not yet in a bubble, as valuations have only returned to their long-term average with room to grow.
Navigating rate cuts, tariffs and fiscal concerns in fixed income portfolios
Q: How do we feel about corporate credit exposure in the US?
Despite tight spreads, good fundamentals indicate that a healthy credit exposure should yield excess returns compared to government bonds over the next year.
Navigating rate cuts, tariffs and fiscal concerns in fixed income portfolios
Q: What impact might the introduction of tariffs have on fixed income markets?
Tariffs are relevant but are not expected to derail the Fed's cutting cycle; they will create temporary inflation pressure in the US.
Navigating rate cuts, tariffs and fiscal concerns in fixed income portfolios
Q: What would a resumption of the rate cutting cycle mean for bond markets?
It indicates a likely lower trading range for yields and may lead to calmer bond markets ahead, prompting investors to lock in yields now.

Audience Metrics

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Listeners per Episode
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Frequently Asked Questions About Beyond Markets

What is Beyond Markets about and what kind of topics does it cover?

This series offers in-depth conversations with financial experts, focusing on recent market developments and economic insights. Each episode presents a clear analysis of global market trends, providing listeners with practical advice and strategic inputs to navigate the complex financial landscape. Topics commonly explored include the impacts of fiscal policies, technological advancements like AI, and geopolitical issues on market dynamics, making it particularly valuable for investors seeking to stay informed about the shifting economic environment. The series is distinct for its emphasis on macro research and actionable insights, catering to both seasoned investors and those new to the financial world.

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How many listeners does Beyond Markets get?

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How many subscribers and views does Beyond Markets have?

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Which podcasts are similar to Beyond Markets?

These podcasts share a similar audience with Beyond Markets:

1. UBS On-Air: Market Moves
2. The Markets
3. At Any Rate
4. Thoughts on the Market
5. Bloomberg Daybreak: Asia Edition

How many episodes of Beyond Markets are there?

Beyond Markets launched 5 years ago and published 376 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Beyond Markets?

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What guests have appeared on Beyond Markets?

Recent guests on Beyond Markets include:

1. Jack Weingart
2. General David Petraeus
3. Hong Hao
4. Norbert Rücker
5. Kevin You
6. Vance Serchuk
7. Tara Davies
8. Hao Hong

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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