Julius Baer · Investment

Beyond Markets

Beyond Markets by Julius Baer will no longer be publishing new episodes. The show continues under a new podcast, Moving Markets, where we will keep delivering timely market perspectives, expert insights, and strategic thinking on global economic and financial developments. Subscribe to Moving Markets to stay connected with our latest views and analysis. Spotify: https://open.spotify.com/show/2AYJMvVqqIavsPP7v4YxEs?si=89f4cbc96d574239 Apple Podcast: https://podcasts.apple.com/ch/podcast/moving-markets-daily-news/id1628819647 The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.

Episodes

The Week in Markets: DeepSeek optimism

10 Feb 2025

In Conversation with GROW: Three factors driving the Chinese equity rally

09 Feb 2025

30m

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This podcast episode features an interview with Hong Hao, chief economist of Grow, discussing the recent rally in Chinese markets. The conversation analyzes three contributing factors: better-than-expected trade developments (specifically, lower-than-anticipated tariffs), the positive impact of the DeepSeek AI technol...

This interview podcast focuses on analyzing the current state of Chinese-US relations and their impact on global financial markets. The discussion begins with the immediate market reaction to the Biden administration's actions against Chinese tech giants and then transitions to a detailed analysis of potential outcome...

The Week in Markets: Bond markets throw a tantrum

13 Jan 2025

Living with your investments: is the living sector the next big thing in real estate?

09 Jan 2025

12m

The Week in Markets: A top in the S&P 500 index may be in the making

06 Jan 2025

11m

The Week in Markets: Risk of a stock market correction in 2025

23 Dec 2024

The Week in Markets: A successful IPO shows animal spirits returning to private markets

16 Dec 2024

Market Outlook 2025 - The art of the real deal

16 Dec 2024

17m

The State of Modern Philanthropy

12 Dec 2024

20m

In Conversation with GROW: How real are Trump's tariff threats?

10 Dec 2024

24m

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This podcast explores the future of the Chinese economy and its markets, particularly in light of possible US tariffs and China's domestic policies. Experts express concern that significantly higher US tariffs on Chinese products could pose an even greater threat than the 2018 trade war. Although China is working to di...