
「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 | 270 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | InvestingBusiness |

(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
(00:00) “潮目” 流動性が尽きるとき<br>(01:54) 6万円台乱高下「波乱相場」<br>(03:02) IMF警告“レバETF過熱”<br>(04:44) ブロードコム急騰と崩壊の裏<br>(06:08) “疑心暗鬼”背景はリクイディティ吸収<br>(08:19) 資金吸収要因「巨額IPO」と「巨額増資」<br>(10:33) 接近!6月SQが転換点か<br>(13:06) 投機過熱“集中投資の危険性”<br>(13:53) IPOも早い者勝ち?<br>(15:04) 中立金利上昇... more
(00:00) レバレッジ効果が動かす日米韓
(01:40) 日銀の利上げ遅れを指摘されたか
(03:35) 袋小路に追い込まれた日銀
(05:02) 日経急騰の正体は「AI半導体」
(06:07) オプション市場で「ガンマスクイーズ」
(08:18) SOXL/SOXSブルベア3倍増幅機能
(11:23) IMFが警鐘 “レバレッジ型ETF”
(15:11) 「中東リスク」と「AI集中の歪み」
(18:22) 米労働市場はスタグフレーション状態
(20:29) レバ崩壊は金融危機級か?
(25... more
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Apple Podcasts | #127 |
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Pictet Market Talk launched 5 years ago and published 270 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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