
「Pictet Market Talk(ピクテ・マーケット・トーク)」では、株式市場や債券市場をはじめ毎回異なるテーマを取り上げ、投資のプロフェッショナルが対談形式でお伝えします。 出演者が登壇するオンラインセミナー「Pictet Theater LIVE」www.pictet.co.jp/seminar/pictet-theatre-live.html#event-list ピクテ・ジャパンのYouTubeチャンネル登録 www.youtube.com/user/PictetJapan?sub_confirmation=1 ピクテ・ジャパンのホームページ www.pictet.co.jp/
| Publishes | Twice weekly | Episodes | 256 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | InvestingBusiness |

(00:00) 日経平均8万円?株は上がるようにできている!?形式から“サブスタンス”へ
(01:17) 日本株10%高騰の正体
(03:07) 「グレートリセット」株価を意識した経営
(04:42) Substance over form :“形式”から“実質”へ
(06:06) コーポレートガバナンス・コード導入から10年
(07:03) 総仕上げへ“現金ため込み体質にメス”
(08:02) 日本企業の現金100円は50円の価値!?
(09:54) 「配当を出す理由」が問われ... more
(00:00- AIバブル第2幕 SaaS急落 「自民大勝」日本株にチャンスか(00:53)- パンダ炎上とSNS相場感 (02:12)- 自民大勝でPER18倍?株式プレミアムへ転換か(05:10)- 日本株急騰を生んだメカニズム(06:57)- 「選挙またぎSQ」異例相場の衝撃(10:22)- 本格物色はSQ明けから(11:17)- 財政理論の転換“ハード系投資の重要性”(14:24)- AIバブル崩壊と“SaaS急落” (18:29)- 生成AIが若者の夢を奪う?“侵食するAI”(20:1... more
(00:00) 「強いリーダー」誕生による 更なる日本株上昇のシナリオ
(01:32) 選挙の勝敗を分ける「投票率」
(05:36) 公明×立民「中道」誕生の影響はあるか
(10:50) 選挙の争点は「政策」ではなく「信任投票」
(15:41) ディールに必要な「強いリーダー」の存在
(20:03) 選挙が左右する日本株大化けのシナリオ
(24:47) 消費税減税が日本経済に逆風となるリスク
(27:14) 米国より高まる圧力
(30:17) 日本経済悲観 論 vs 楽観論「真実... more
(00:00) 「帝国主義」へ回帰? 米国株より日本株を持つべきか
(00:10) 実質金利が依然としてマイナスのニッポン
(02:00) “インフレ税”からの資産防衛としての株式投資
(05:14) 高市政権×成長戦略で日本の成長株へ期待
(09:27) 2026年リスク 「帝国主義」時代に再び回帰か
(14:01) 米中分断と日本企業の生存戦略
(18:44) 米国株より日本株は強気なのか
(20:59) インフレ時代に日本株が有利な理由
(22:39) Itoshima’s... more
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #182 |
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| Interests | Professions | Age Range | |||
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5. 日経ビジネス モーニングニュース
Pictet Market Talk launched 5 years ago and published 256 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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