
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.
| Publishes | Monthly | Episodes | 63 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessBusiness NewsNews | |||

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
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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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These podcasts share a similar audience with In tune with the markets:
1. Robeco Asset Management Podcast
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3. Unhedged
4. NRC Wereldzaken
5. The Master Investor Podcast with Wilfred Frost
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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