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In tune with the markets

Robeco
China
Robeco
NVIDIA
US Economy
Japanese Yen
US Consumer
European Equities
Taylor Swift
Private Equity
South Africa
French Politics
Healthcare Sector
Stock Market
Artificial Intelligence
U.S. Elections
US Federal Reserve
Credit Markets
Bond Yields
Donald Trump
Tesla

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.

PublishesMonthlyEpisodes53Founded3 years ago
Number of ListenersCategories
Business NewsBusinessNews

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Latest Episodes

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

With the present lack of data, the Federal Reserve is maneuvering in the dark. The AI hype is still very much alive after Nvidia delivers again, but worries on the return of all those billions invested are mounting, also on the credit markets. What's... more

Are President Trump's policies stirring a 'high-pressure economy' of growth and inflation? Gold's gone galactic again – prices are soaring, with ETFs snapping up big volumes, and AI's trillion-dollar footprint continues to reshape markets, portfolios... more

Arnout van Rijn shares insights on Robeco's newly released 5-year outlook. What can we expect in a world full of uncertainties, where investors continue to dance — seemingly unfazed by the risk of the music stopping? Markets are showing signs of frot... more

In this episode, Arnout van Rijn explores the latest big, beautiful trade deals, mounting challenges to the 'G' in 'ESG', and the upbeat outcome of the latest earnings season.

Arnout van Rijn discusses the ongoing search for safe havens while markets continue hitting fresh new all-time highs. Also in this episode: the Korean paradox, the rise of stablecoins, and why share buybacks are replacing dividends. Tune in to enjoy ... more

The oil price has taken center stage again, while investors still struggle with the question whether the US dollar will continue to weaken. Washington's big spending bill keeps the US deficit decisively dicey and Europe ramps up defense spending.

It's the 'Trump Always Chickens Out' economy, says multi-asset investor Arnout van Rijn. Confusion is still the name of the game. Stock markets have recovered, but there seems to be little reason to be that optimistic given the underlying data. It re... more

Key Facts

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Host

Erika van de Marwe
Co-host and financial expert known for insightful market analyses and discussions on economic trends, she has been active in the financial services industry.

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Talking Points

Recent interactions between the hosts and their guests.

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.

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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?

Focused on current financial climates, the content centers around macroeconomic events and corporate developments. Listeners gain insights into market movements influenced by global politics, investment strategies, and emerging trends in sectors such as technology and energy. The discussions feature perspectives on significant monetary policies, market predictions, and asset management strategies, with expert commentary enhancing the depth of analysis. Uniquely, humor and pop culture references infuse a conversational tone that makes complex topics more approachable for audiences seeking to understand fluctuating markets.

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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. The Meb Faber Show - Better Investing
4. Maarten van Rossem en Tom Jessen
5. Zo, Opgelost

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

In tune with the markets launched 3 years ago and published 53 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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