
「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/ ピクテ・ジャパン株式会社 金融商品取引業者 関東財務局長 (金商) 第380号 加入協会:一般社団法人投資信託協会、一般社団法人日本投資顧問業協会、日本... more
| Publishes | Weekly | Episodes | 272 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | InvestingBusiness |

(00:00) OpenAI上場延期で市場に異変 / 韓国発「金融危機」リスク急浮上
(01:02) SKハイニックス40%急落の真因
(02:32) OpenAI上場延期が下落の引き金
(04:51) 日経平均7万2000円を高値にレンジ相場入り
(05:44) FRB利上げを織り込む債券市場
(08:26) 米10年金利5%視野に株式調整リスク強まる
(10:13) SOX指数の割高修正
(11:18) 日銀が粛々と利上げを進める構図
(13:22) GPIF国内債券回帰の意味
(15:35... more
(00:00) 日銀利上げは遅すぎたのか
(03:34) 政策金利「2%」が必要な理由
(05:43) 骨太方針に透ける政府の「本音」
(08:26) 利上げでも長期金利が下がらない理由
(11:40) 迫りくる「10年国債利回り3%時代」
(15:43) 円安と金利上昇が続く理由
(18:10) 日本国債は「買い場」なのか
(20:00) 「長期金利3%」は株式市場の警戒点
(23:30) 金利上昇局面に備える投資戦略
今回の「Pictet Bond to Market(ピクテ・ボンド・トゥ... more
(00:00) 米期待インフレ低下でも長期金利は上昇
(04:36) 米FRB新議長の金融政策の行方
(06:12) 日本の政策金利はどこまで上がるのか
(10:15) 米長期金利4.5%は「中心線」か
(13:21) 日本長期金利2.8%から反落、その先は?
(16:27) 成長株のリスクは、想定外の金利上昇
(19:15) バランスシート縮小は金利以上のリスクか
(21:56) 今、現地通貨建て新興国債券に注目する理由
(24:40) 円安時代、新興国通貨リスクに変化
(26:42) 円高リ... more
(00:00) アベノミクス越えの条件 日本株上昇の鍵を握る「民間設備投資」<br>(01:14) 原油100ドルが警戒点<br>(02:03) 米長期金利4.5%定着でAI相場失速か<br>(03:17) アクセルとブレーキ、高市政権の矛盾<br>(06:31) 米中エネルギー覇権、EV戦略が日本の鍵<br>(09:07) 南鳥島レアアースで中国一強を崩せるか<br>(12:17) AI電気不足を補うイノベーションの真相<br>(14:13) ミュトス登場、AI進化の光と影<br>(16:55... more
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Apple Podcasts | #38 | |
Apple Podcasts | #207 |
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Pictet Market Talk launched 6 years ago and published 272 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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