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Artwork for Moving Markets

Moving Markets

Julius Baer
Oil
Gold
Federal Reserve
Artificial Intelligence
Silver
China
S&P 500
United States
Precious Metals
Financial Markets
US Dollar
Oil Prices
Japan
Semiconductors
Iran
Inflation
European Central Bank
Central Banks
Europe
Geopolitical Tensions

Moving Markets is the home of podcasts at Julius Baer. Here, our expert teams share concise daily market updates in ‘Moving Markets Daily’ which is complemented by ‘Moving Markets: The View Beyond’, a weekly show dedicated to discussing the context, thematic angles, and investment implications behind key topics shaping the news cycle and conversations among our relationship managers and clients. T... more

PublishesDailyEpisodes1074Founded4 years ago
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Artwork for Moving Markets

Latest Episodes

The Q2 earnings season delivered a strong set of results, with positive surprises across sectors and regions. As investors look ahead to the remainder of the year, the broadening of earnings growth and market participation is creating opportunities b... more

Markets largely dipped yesterday as geopolitical tensions, rising oil prices and disappointing guidance from Walmart weighed on investor sentiment. After yields fell on Wednesday following the announcement from the US Treasury of doubling buybacks of... more

The US Treasury provided a boost to bond and equity markets yesterday, announcing that it will more than double repurchases of 10, 20, and 30-year debt in the next few months. This saw the long bond yield fall 10 bps from its 19-year high on Tuesday,... more

A global bond sell-off sent yields to multi-year highs, dragging equities lower as tech stocks bore the brunt amid persistent inflation concerns. Yet Bank of America's fund manager survey reveals remarkably bullish positioning, with investors reducin... more

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Recent Guests

Angus Wai
Founder, CEO, and CIO of Polymer Capital Management (Asia-focused hedge fund)
Polymer Capital Management
Episode: The View Beyond: Why Asia needs its own hedge fund playbook
Mathieu Racheter
Head of equity strategy
Julius Baer
Episode: Record highs, AI fever and SpaceX's surprise earnings
Helen Freer
Market commentator providing geopolitical and market analysis
Episode: Oil prices rise on escalating geopolitical tensions
Tim Gagie
Currencies and metals analyst
Julius Baer
Episode: Markets under pressure: gold, sterling and the search for safety
Dave Meier
Chief Currency Strategist
Julius Baer
Episode: The View Beyond: What does the political reset in the UK mean for sterling and UK bonds?
Matthieu Racheter
Head of Equity Strategy Research
Julius Baer
Episode: Semi sell-off and US-Iran escalation test market resilience
Mark Matthews
Head of Research Asia for Julius Baer
Julius Baer
Episode: The View Beyond: Will the 4th of July party continue for US markets?
Roman Canziani
Market guest discussed market news and sector performance
Episode: Copper, chips and jobs: markets kick off the third quarter
Carsten Menke
Market guest discussing copper tariffs and policy options
Episode: Copper, chips and jobs: markets kick off the third quarter

Hosts

Ayako Lehmann
Host of Moving Markets
Bernadette Anderko
Host of Moving Markets show
Mike Rauber
Market news co-host / Host of Moving Markets

Reviews

4.9 out of 5 stars from 99 ratings
  • Great daily mkt wrap

    Among the best markets daily markets I have seen

    Apple Podcasts
    5
    Messo5
    Switzerland3 months ago
  • Awesome review of financial markets

    Podcast Addict
    5
    cougar
    a year ago
  • Best daily financial markets update

    A very comprehensive and professional daily update on what is going on in financial markets. Love it!

    Apple Podcasts
    5
    Jinc82
    Switzerland2 years ago
  • A staple of my morning routine.

    I love listening to this in the morning. It gives me thoughts on how to prepare my trading day.

    Apple Podcasts
    5
    steparko23
    United Kingdom2 years ago
  • Market Insights

    Really great professional approach every time but lacks a little less now what’s happened to the transcript ?

    Apple Podcasts
    3
    Fossil Tradesman
    United Kingdom2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

High-quality data-driven updates and expert context.
Clear, concise market color with actionable takeaways for traders and investors.
Strong host/guest balance, though transcripts sometimes missing in some episodes.
Reliable AI and macro themes anchoring discussions, with timely coverage of market-moving events.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Berkshire Hathaway back in action as equity markets reach new all-time highs
Q: What drove last week's market mood and where do you see the week headed?
A softer payroll report reduced fears of aggressive Fed tightening, supporting equities; investors expect a continued positive tone with attention to earnings and inflation data.
The View Beyond: Why Asia needs its own hedge fund playbook
Q: How should aspiring PMs position themselves for success in this dynamic environment?
Humility, a disciplined investment process, and rigorous risk management are essential. Continuously refine processes, manage downside protection, and avoid overreliance on any single approach as regimes change.
The View Beyond: Why Asia needs its own hedge fund playbook
Q: Markets have been volatile recently, driven by AI momentum stocks. What should investors consider for strategic allocation in Asia?
Investors should weigh both short-term alpha opportunities from inefficient, momentum-driven moves and longer-term, structural growth prospects. A balanced mix of short- and long-horizon approaches can provide diversification and a more resilient return profile in Asia.
The View Beyond: Reading rates without a map as the Fed, BoE and BoJ hold
Q: We didn't have an ECB meeting this week, but what should we expect from the ECB for the remainder of the year?
The ECB is likely to hike again in September based on strong Q2 growth and persistent inflation, but the cadence hinges on incoming data and how inflation evolves versus expectations.
The View Beyond: Reading rates without a map as the Fed, BoE and BoJ hold
Q: I believe your stance is that rates will remain unchanged. If I'm right, perhaps you could explain why that is, please and what that means for investors.
Given easing inflation pressures and energy dynamics, the forecast is for a neutral to mildly restrictive stance with no near-term rate hikes, as inflation is anticipated to stabilize around the 2% target and policy guidance remains uncertain.

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Frequently Asked Questions About Moving Markets

What is Moving Markets about and what kind of topics does it cover?

Concise daily market updates paired with deeper weekly context on themes shaping markets, including macro drivers, policy, commodities, and AI-driven investing. Episodes blend quick data-driven briefings with expert perspectives from Julius Baer researchers and traders, offering practical takes on asset class nuances, geopolitical risk, and sector themes. Noteworthy is the consistent emphasis on AI-related investing, macro narratives, and cross-asset analysis, making it useful for listeners who want fast market color plus strategic context for potential investment decisions or sponsorship alignment with a research-led, finance-focused show.

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Which podcasts are similar to Moving Markets?

These podcasts share a similar audience with Moving Markets:

1. The Markets
2. Unhedged
3. FT News Briefing
4. UBS On-Air: Market Moves
5. Bloomberg Daybreak: Europe Edition

How many episodes of Moving Markets are there?

Moving Markets launched 4 years ago and published 1074 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 Moving Markets?

Recent guests on Moving Markets include:

1. Angus Wai
2. Mathieu Racheter
3. Helen Freer
4. Tim Gagie
5. Dave Meier
6. Matthieu Racheter
7. Mark Matthews
8. Roman Canziani

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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