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Artwork for Market Insights

Market Insights

Insigneo
Federal Reserve
Oil
Artificial Intelligence
Inflation
Global Markets
United States
Iran
Openai
Venezuela
Geopolitics
Longevity
S&P 500
Brent Crude Oil
Oil Prices
Consumer Price Index
Nvidia
Oil Markets
Global Monetary Policy
Equities Markets
CPI

Explore our perspectives on global markets. Dive into market commentaries, CIO notes, and reports designed to help you understand the economic environment and what headlines are moving markets today. Important Disclosures: lp.insigneo.com/marketing-disclosures/

PublishesTwice weeklyEpisodes266Founded5 years ago
Language
Spanish
Number of ListenersCategories
InvestingBusiness

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Artwork for Market Insights

Latest Episodes

En el episodio de hoy Juan Manuel de los Reyes y Valentina Orduz analizaron una jornada cargada de noticias que mueven los mercados. Comenzaron con el borrador del acuerdo entre Estados Unidos e Irán: qué condiciones incluye, por qué todavía no está ... more

En el episodio de hoy Valentina Orduz y Juan Manuel de los Reyes comenzaron con una actualización del conflicto en Medio Oriente: por qué el petróleo retrocedió tras el fin de la última tanda de ataques y qué significan los más de 100 millones de bar... more

En el episodio de hoy Juan Manuel de los Reyes y Valentina Orduz hablaron sobre como los mercados vivieron una jornada marcada por la tensión geopolítica: el anuncio de ataques militares de EE.UU. contra Irán provocó una caída de más del 3% en el Nas... more

Explore Insigneo’s Weekly Tuesday Morning Podcast for the latest market and economic updates by our CIO, Ahmed Riesgo.

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Recent Guests

Hirada Barbosa
Managing partner for Accurate Partners and third-party distributor for Insigneo's premier partners
Accurate Partners / Premier partner for Insigneo
Episode: Insigneo Q1 Quarterly Call 2026
Marina Valentini
Vice President for Global Strategy, JP Morgan; developer of Guide to the Markets for Latin America
JP Morgan
Episode: Insigneo Q1 Quarterly Call 2026

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#30
Colombia/Business/Investing
Apple Podcasts
#38
Mexico/Business/Investing
Apple Podcasts
#185
Colombia/Business
Apple Podcasts
#226
Spain/Business/Investing
Apple Podcasts
#233
Argentina/Business/Investing
Apple Podcasts
#248
Mexico/Business

Talking Points

Recent interactions between the hosts and their guests.

Insigneo Q1 Quarterly Call 2026
Q: How should investors approach monetary policy and interest rates as we move through 2026 after a long period of restrictive conditions?
The consensus was for a cautious approach: expect a continued, gradual disinflationary path supported by some central banks cutting rates modestly, with potential volatility if policy diverges across regions. The emphasis is on data dependence, avoiding major asset allocation shifts solely based on rate forecasts, and focusing on higher-quality fixed income and equities with secular growth and AI exposure to navigate a dynamic rate environment.
Insigneo Q1 Quarterly Call 2026
Q: As we enter 2026, what are the key global macroeconomic forces shaping the environment and how should investors think about this phase of the cycle?
The panel highlighted two dominant structural forces: a fragmentation-driven, inflationary multipolar world versus a powerful disinflationary productivity and AI wave, with the latter likely to win out. The practical takeaway is to balance portfolios for both themes by staying invested, participating in AI-led growth, and maintaining diversification through active management and selective allocations to AI-related infrastructure, health tech, and real assets, while recognizing potential inflationary pressures from geopolitics and commodities.

Audience Metrics

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Frequently Asked Questions About Market Insights

What is Market Insights about and what kind of topics does it cover?

Market insights focus on big-picture macro dynamics driving client portfolios, with a penchant for translating rates, inflation, geopolitics, and sector-specific catalysts into practical implications for investors. Episodes frequently center on macro drivers such as Fed policy, energy prices, geopolitical tensions (notably in the Middle East), and the evolving impact of AI-related demand on markets. The cadence blends real-time data commentary with structured takeaways on risk, rate paths, and portfolio positioning, often highlighting catalysts like earnings reports, inflation data, and policy signals. A notable strength is the clear linkage between global developments and actionable investment reads, making it useful for listeners who mana... more

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Which podcasts are similar to Market Insights?

These podcasts share a similar audience with Market Insights:

1. VG Daily - By VectorGlobal
2. Mad Money w/ Jim Cramer

How many episodes of Market Insights are there?

Market Insights launched 5 years ago and published 266 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 Market Insights?

Recent guests on Market Insights include:

1. Hirada Barbosa
2. Marina Valentini

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.

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