
「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 | 267 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | BusinessInvesting |

(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
(00:00) 国債は本当に安全資産なのか
(01:22) 債券市場を読み解く「タームプレミアム」
(02:54) 長期金利を動かす3要素
(05:38) 米国債で起こる”悪い金利上昇”
(09:20) 投資家の警戒感を映す30年国債
(14:19) 日本10年国債3%時代の現実味
(17:51) 国債はもはや安全資産ではないのか
(23:07) 「株好調と金利高止まり」共存の理由
(28:28) 欧州債務危機以来の財政リスク懸念再燃か
(31:46) 形だけの分散投資に要注意
今回の「Pic... more
(00:00) “戦争メカニズム”崩れる団結
(02:50) トランプ関税の限界と米製造業の弱体化
(05:26) ベネズエラ制裁とイラン攻撃
(09:17) 紛争に向かう“インセンティブ”
(11:09) 絶えない紛争
(13:51) 成功体験や誤算が招く“戦争メカニズム”
(16:30) 「中堅国の団結」は幻想か
(19:30) 中東紛争と日本の“石油ショック”
(20:25) 外貨を稼ぐ企業の“苦い記憶”
(22:59) 日本の株高に“違和感”
(24:30) 日銀利上げと石油ショックの罠... more
(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
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Apple Podcasts | #112 |
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| Interests | Professions | Age Range | |||
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Pictet Market Talk launched 5 years ago and published 267 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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