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Moving Markets

Julius Baer
Gold
Federal Reserve
Oil
S&P 500
China
Silver
Nvidia
Artificial Intelligence
Japan
Financial Markets
US Dollar
Precious Metals
Oil Prices
Bitcoin
Central Banks
United States
European Central Bank
Inflation
US Government Shutdown
Iran

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

PublishesDailyEpisodes1008Founded4 years ago
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InvestingBusiness NewsBusinessNews

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Artwork for Moving Markets

Latest Episodes

Markets delivered a mixed session yesterday, driven by geopolitical tensions, a sharp semiconductor sell-off following Broadcom’s disappointing results, and steady macro data from Switzerland and the US. Oil remained driven by developments in the Mid... more

The S&P 500 snapped its nine-day winning streak yesterday, as renewed tensions in the Middle East dented risk sentiment, and momentum in the AI-driven rally eased. At the same time, bond yields pushed higher on the back of resilient labour market dat... more

AI fever is fuelling a fresh wave of market excitement, with soaring valuations and high-profile endorsements pointing to the next potential trillion-dollar tech company. With major players doubling down on artificial intelligence, investor confidenc... more

Markets were mixed yesterday, with Middle East tensions driving a sharp rise in oil and weighing on sentiment. European equities edged lower, while all three major US indices reached fresh highs, supported by strong momentum in AI-linked names. Macro... more

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Recent Guests

Christopher Irwin
Head of FX and precious metals trading, Asia
Julius Baer
Episode: The View Beyond: Waiting for the gold rally to resume
David Meier
Currency Strategist at Julius Baer
Julius Baer
Episode: The View Beyond: From petrodollars to a new world order?
Bence Boldvai
Zurich FX and precious metal sales team member
Julius Baer
Episode: Markets steady despite weak data and geopolitical crosscurrents
Lucija Caculovic
Market analyst contributing to the show
Julius Baer
Episode: US–China progress lifts markets, but rate concerns temper tech optimism
Tim Gagie
Market commentator on currencies and precious metals
Julius Baer
Episode: US–China progress lifts markets, but rate concerns temper tech optimism
Damien Ng
Next Generation Research Analyst
Julius Baer
Episode: US tech rally continues while Europe lags and oil climbs
Hong Hao
Renowned economist, managing partner and CIO of Lotus Asset Management
Lotus Asset Management
Episode: The View Beyond: Reading between China’s headline indices
Maximiliano Ranieri
Head of Structured Products Solutions Sales Team in Geneva
Julius Baer
Episode: The View Beyond: How can structured products help navigate current markets?
Yves Klenk
Head of Client Coverage and Advisory at Julius Baer
Julius Baer
Episode: The View Beyond: How can structured products help navigate current markets?

Hosts

Bernadette Anderko
Primary host and news briefing lead; guides segments and market updates
Jan Bopp
Host of market briefings and host of moving markets segments
Helen Freer
Host focusing on market updates and commentary including The View Beyond

Reviews

4.8 out of 5 stars from 97 ratings
  • 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
    Switzerlanda year 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
  • Top Notch

    Excellent data and well delivered. Love the upload schedule. Keep up the good work. $VGSH for 2024-2025 returns. 🤫

    Apple Podcasts
    5
    Onceisaidthis
    United States3 years ago

Listeners Say

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

Professionally produced daily market updates are highly useful for quick read on markets.
Transcripts are occasionally missed, but content remains strong.
Guest expertise adds macro and regional color that improves decision-making.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

US equities at all-time highs, while oil plunges in May
Q: All right, what opportunities are you looking at this week then, Tim?
Tim points to the Aussie dollar on dips and potential reverse convertible strategies, details the difficulty of trading metals in a low-volatility regime, and emphasizes staying range-bound with disciplined risk management.
US equities at all-time highs, while oil plunges in May
Q: Okay, just lastly then, what should we be expecting today, Mike?
Mike highlights a slew of data prints for Europe and the US, including flash inflation data from multiple euro area countries and the US advanced goods trade balance, with a likely modest positive opening for Europe based on futures.
Oil swings and AI soars: US markets hit new highs
Q: So what's driving the optimism in US markets right now?
AI-driven earnings growth and expectations of AI infrastructure investment are fueling the rally, with several banks predicting gains for the S&P 500 by year-end, though they acknowledge some valuation compression in the near term.
AI rally meets weak consumers, and healthcare innovation
Q: Where does AI create the most value in drug discovery, and what are the bottlenecks?
AI speeds up early discovery, but the main bottlenecks remain downstream in clinical validation and real-world deployment, so integration across the pipeline is essential.
AI rally meets weak consumers, and healthcare innovation
Q: Are platform-based approaches in biotech more adaptable to evolving threats than single-disease solutions?
Absolutely; platforms allow rapid reconfiguration as threats evolve, shortening timelines and spreading risk, whereas single-disease solutions remain vulnerable to epidemiological shifts.

Audience Metrics

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Frequently Asked Questions About Moving Markets

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

This program delivers concise, market-focused updates with a heavy emphasis on energy, macroeconomics, and geopolitical risk, anchored by timely commentary from in-house Julius Baer researchers and market analysts. Episodes frequently feature discussions on oil volatility, central bank policy signals, and currency and fixed income dynamics, often weaving in technical analysis and regional context from guest analysts to translate price action into portfolio implications. A distinctive element is the recurring use of subject-matter experts to provide macro context and actionable insights for investors navigating volatile markets and geopolitical risk, making it especially useful for traders and portfolio managers seeking pragmatic positioning... more

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Which podcasts are similar to Moving Markets?

These podcasts share a similar audience with Moving Markets:

1. UBS On-Air: Market Moves
2. The Markets
3. At Any Rate
4. Thoughts on the Market
5. Exchanges

How many episodes of Moving Markets are there?

Moving Markets launched 4 years ago and published 1008 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. Christopher Irwin
2. David Meier
3. Bence Boldvai
4. Lucija Caculovic
5. Tim Gagie
6. Damien Ng
7. Hong Hao
8. Maximiliano Ranieri

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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