
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 | 55 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Business NewsBusinessNews | |||

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
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
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Focused on delivering timely insights into the financial markets, the content extensively covers macroeconomic events, corporate news, and investment strategies that resonate with current trends. Episodes frequently break down the complexities of market dynamics, examining how various external factors, such as geopolitical developments and economic policies, influence investor sentiment and behavior. With a strong emphasis on sectors like emerging markets, ETFs, and global economic indicators, the discussions provide listeners with valuable perspectives on navigating the investment landscape. Unique elements include insights from seasoned investors and experts, enriching the analysis with practical implications for various investment strate... more
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In tune with the markets launched 3 years ago and published 55 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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