
「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 | 260 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | BusinessInvesting |

(00:00)- 「疑わしくは投資せず」 不気味なVIX“噴火の予兆”
(01:19)- 『推し活』経済効果
(01:56)- イラン戦争と日経平均急落の衝撃
(03:04)- ホルムズ海峡リスクと日本経済
(04:54)- トランプ発言と「日経ショート戦略」
(08:25)- 天然ガス3割高と電気料金ショック
(11:13)- 米雇用統計悪化と景気後退リスク
(13:30)- スタグフレーション懸念と業績下方修正
(14:34)- AI「アリス」が炙り出した疑わしい80社
(... more
(00:00) イラン原油危機が放つ ニッポンへの「衝撃」
(01:32) 日経急落と原油119ドルの衝撃
(03:21) 予算成立の見通しとイラン危機
(05:23) 日米首脳会談が突き付ける現実
(09:34) 原油「量ショック」の可能性
(11:34) 米中首脳会談は「宿題先送り」か
(17:04) イラン攻撃「真のねらい」
(19:02) 停戦シナリオと地上戦リスク
(23:21) 原油供給ショック、3つのシナリオ
(27:13) 備蓄放出だけでは足りない、日本の次の一... more
(00:00) 長期金利3%がもたらす マーケットの「綻び」(00:45) 悪い金利上昇の正体(04:37) 買い手不在?日本国債が売られやすい構図(06:07) 「責任ある」積極財政が肝(08:41) 実は海外投資家に魅力的な日本国債(11:39) それでも金利はなぜ下がらない?(13:55) 今年は長期金利高止まりの覚悟も必要(15:29) 10年国債利回り 3%のインパクト(17:15) 金利上昇でグロース株への影響を警戒(19:23) 金利を投資の「温度計」として使うべし
●当資料はピ... more
(00:00) ドル円145円のシナリオ
(01:20) トランプ関税違憲判決で米中関係は前進か
(04:01) 日本企業へ関税影響は限定的か
(06:07) 購買力改善と悪い金利上昇、交錯する強弱材料
(08:06) FRBウォーシュ体制で年2回利下げ観測
(10:45) 利下げを正当化する「ジョブレスグロース」
(12:56) 自民党大勝による「超強気相場」は継続するのか
(15:43) 楽観ムードの裏で問われる高市政権の財政手腕
(17:44) 日銀の審議委員入れ替えも影響... more
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Apple Podcasts | #31 | |
Apple Podcasts | #166 |
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| Listeners per Episode | Gender Skew | Location | |||
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| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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Pictet Market Talk launched 5 years ago and published 260 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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