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In tune with the markets

Robeco
Robeco
China
Gold
Artificial Intelligence
Emerging Markets
US Dollar
Inflation
NVIDIA
President Trump
US Economy
Bond Market
Oil
Japanese Yen
European Equities
US Consumer
India
US Federal Reserve
U.S. Elections
Tesla
Defense Spending

Robeco's monthly podcast that makes sense of the latest market moves. Covering macro events, corporate news, investment insights – and the beat of the week.

PublishesMonthlyEpisodes63Founded4 years ago
Number of ListenersCategories
BusinessBusiness NewsNews

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Latest Episodes

Bond yields are climbing, the Magnificent 7 are back in the spotlight, and the bill for the AI boom is getting bigger. Meanwhile, government debt is weighing on budgets and investors are counting on strong earnings to keep markets moving higher. Is t... more

Markets keep marching higher, but are the fundamentals starting to miss a beat? Earnings forecasts remain optimistic, bond yields are climbing despite anchored inflation expectations, and AI spending shows little sign of slowing. Meanwhile, fears abo... more

Equity markets have reached new highs this summer, but volatility is lurking beneath the surface. With bond markets flashing warnings and the debasement trade back in focus, is trouble brewing for equities, or can this bull market continue its remark... more

Inflation remains the headline act in global markets, but the heat doesn't stop there. Earnings season is setting the stage for fresh surprises, Korean equities are testing the durability of the emerging‑markets rally as leveraged ETF dynamics unwind... more

With a new Fed chairman settling in, markets may need to brace for choppier waters. But for now, optimism rules. AI is propelling equities higher, Korea is hitting fresh records, and Wall Street is holding firm — even celebrating the 'greatest IP in... more

In a market where AI now outweighs geopolitics, even tensions in Iran barely register. The earnings season has been a blockbuster, with the Korean market shooting the lights out. Despite expectations of no further US rate cuts, investors seem unfazed... more

Despite persistent unrest in the Middle East and elevated oil prices stoking inflation concerns, equity investors continue to buy the dips, leaving traditional safe havens in short supply. Equity markets may appear unfazed, but credit markets are sig... more

Market turbulency remains, and where the US dollar acts as a safe haven, gold clearly doesn't this time around. Central banks sit on the fence, hoping the inflation increase caused by the war in Iran will be transitory. Oversold stocks recover, while... more

Key Facts

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Recent Guests

Arnaud van der Rijn
Senior Portfolio Manager in Robeco's Investment Solutions team
Robeco
Episode: Samba and some stress
Arnott van Rijn
Senior Portfolio Manager in Robeco's Investment Solutions team
Robeco
Episode: Artificial Insanity
Colin Graham
Head of Robeco's Investment Solutions Team
Robeco
Episode: To the Moon
Arnout van Rijn
Multi-asset investor and strategist
Robeco
Episode: El Classico
Peter van der Welle
Macro strategist and classical musician
Robeco
Episode: El Classico

Hosts

Erika van den Marven
Host of In Tune with the Markets, Robeco
Arnoud van Rijn
Investment expert and host

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Talking Points

Recent interactions between the hosts and their guests.

Samba and some stress
Q: Why is there such a difference of perception? I mean, could it be that bond investors are always so cautious? Does it come down to that? And which camp is the one seeing most clearly?
Equity investors may focus on the potential returns from AI investment, while bond investors are pricing in the possibility that some companies in the AI supply chain will not survive. Rising borrowing costs could also prompt companies to use equity financing.
Samba and some stress
Q: What's the message here for investors?
Demand for capital is high while savings remain limited, which is contributing to higher interest rates.
Carry on
Q: What does the GOP's view on ESG mean for investors?
The committee's stance could limit activist strategies among American asset managers due to fears of increased prices.
Carry on
Q: What are your views on how vulnerable markets are to further volatility?
The economic environment is showing stability, despite recession fears and geopolitical concerns.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About In tune with the markets

What is In tune with the markets about and what kind of topics does it cover?

A monthly market briefing featuring Robeco's hosts who synthesize macro signals, equity and fixed-income dynamics, and liquidity trends with moments of cultural or musical flair. Episodes frequently tie AI-related investment themes, earnings trajectories, central-bank policy signals, and cross-asset interactions into practical takeaways for professional investors. Notable angles include the evolving balance between growth and value, the debasement/inflation debate, and the impact of geopolitics and policy shifts on asset classes. The format blends rigorous analysis with light, music-informed banter, making it approachable for market-savvy listeners while still delivering actionable insights for asset allocation and risk management. A distin... more

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Which podcasts are similar to In tune with the markets?

These podcasts share a similar audience with In tune with the markets:

1. Robeco Asset Management Podcast
2. FD Dagkoers
3. Unhedged
4. NRC Wereldzaken
5. The Master Investor Podcast with Wilfred Frost

How many episodes of In tune with the markets are there?

In tune with the markets launched 4 years ago and published 63 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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Recent guests on In tune with the markets include:

1. Arnaud van der Rijn
2. Arnott van Rijn
3. Colin Graham
4. Arnout van Rijn
5. Peter van der Welle

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