In tune with the markets
RobecoRobeco's monthly podcast that makes sense of the latest market moves. Covering macro events, corporate news, investment insights – and the beat of the week.
| Publishes | Monthly | Episodes | 60 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | NewsBusinessBusiness News | |||
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Latest Episodes
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
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 cap... more
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... more
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 ... more
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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?
The program presents a professional market briefing that blends macroeconomics, equity strategy, and Investment Solutions insights with a music-infused, approachable style. Across episodes, the conversation centers on AI-driven capex, semiconductors, central bank policy, and geopolitical dynamics as drivers of asset prices and portfolio positioning. The hosts frequently weave in sector specifics (notably technology, energy, and materials), regional themes (Korea, EMs, US-Europe policy), and earnings trajectories to translate complex moves into practical takeaways for professional investors. A standout trait is the show's ability to connect hard-market analysis with cultural touchpoints and a recurring beat or “music moment” to reinforce tho... 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. Unhedged
3. The Master Investor Podcast with Wilfred Frost
4. Value Investing with Legends
5. The Meb Faber Show - Better Investing
How many episodes of In tune with the markets are there?
In tune with the markets launched 3 years ago and published 60 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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What guests have appeared on In tune with the markets?
Recent guests on In tune with the markets include:
1. Colin Graham
2. Arnout van Rijn
3. Peter van der Welle
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.