
「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 | 264 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | BusinessInvesting |

(00:00) サナエノミクスの中枢に迫る 責任ある「戦略財政」で高める ニッポンの潜在成長力
(01:55) 経済財政運営の中枢「経済財政諮問会議」メンバーとの対談
(03:36) サナエノミクスの根幹は日本の「供給力向上」
(07:55) 放漫ではない「責任ある積極財政」への誤解
(12:44) 骨太の「財政5原則」で市場不安は消えるか
(17:48) 「悪い円安」から「良い円高」実現のシナリオ
(25:28) 「戦略17分野」に限らず民間に委ねるべきか
(30:49) 「成長投資vs危機管... more
(00:00)「停戦・終戦・再開戦」
(01:36) 日経平均急騰7,500円の正体
(02:46) 停戦・終戦・再開戦シナリオ
(05:29) 岡崎仮説:賃金とインフレ
(09:41) 米AI賃金バブルでインフレ長期化危機
(12:37) 「嫌な組み合わせ」雇用悪化とインフレ持続
(12:57) 日本の家計不安と消費急減速
(15:58) 日銀利上げ遅れは危険シグナル
(17:35) 危機で動くことが“託された使命”
(19:45) 補助金依存と財政悪化の罠
(21:17) 株価を左右する「経... more
(00:00) 国防費1.5兆ドルの衝撃 イラン停戦でも揺らぐ米国経済
(00:09) イラン攻撃停止は本当に安心材料か
(03:32) 原油価格は戦争前に戻るか?
(06:38) パキスタン仲介の裏に見える中国の陰
(07:44) 国防費1.5兆ドルの持つ意味
(11:00) 強い米雇用統計の裏に潜む「労働参加率低下」
(13:05) インフレと雇用の狭間でFRBは身動き取れないか
(16:11) 3兆ドルのプライベートクレジットと関税リスク再燃
(17:22) 日銀利上げとドル円155円シナ... more
(00:00) プライベート・クレジットが鳴らす、株式市場への警鐘
(01:28) 今騒がれる「プライベート・クレジット」基本構造
(04:57) サブプライムローン再来か、それとも別物か
(06:14) 相次ぐ解約制限が示す本当のリスク
(11:21) デフォルト率上昇のトリガー
(13:52) 株式市場への「炭鉱のカナリア」か
(16:11) 投資家が警戒すべきサイン
(17:40) 「金融危機」への発展リスクは限定的か
(19:33) 投資家が想定すべき「最... more
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Apple Podcasts | #172 |
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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 264 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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