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Julius Baer · Investment

Moving Markets

Moving Markets is the home of podcasts at Julius Baer. Here, our expert teams share concise daily market updates in ‘Moving Markets Daily’ which is complemented by ‘Moving Markets: The View Beyond’, a weekly show dedicated to discussing the context, thematic angles, and investment implications behind key topics shaping the news cycle and conversations among our relationship managers and clients. 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

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European equities break records as AI disruption fears ease

19 Feb 2026
10m
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Jittery tech, cheaper gold, and US-Iran talks

18 Feb 2026
11m
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Thin trading, thick headlines

17 Feb 2026
11m
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Profit taking in Japan after weak data and a potential red flag for the US

16 Feb 2026
10m
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The View Beyond: Making sense of the cross-asset turbulence

14 Feb 2026
26m
AI processed

The podcast explores the outlook for Chinese markets, global commodities, and cryptocurrencies, featuring Hong Hao, managing partner and CIO of Lotus Asset Management. Hao suggests precious metals, particularly gold and silver, are under-owned and still present investment opportunities despite recent volatility. He ant...

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Rising AI worries drag on market momentum

13 Feb 2026
11m
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US jobs surprise lifts yields as European stocks break new ground

12 Feb 2026
13m
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AI’s next victim

11 Feb 2026
11m
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Alphabet’s big raise, Japan’s big run, and precious metals’ way ahead

10 Feb 2026
10m
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Sanae Takaichi sweeps to victory

09 Feb 2026
15m
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The View Beyond: What Kevin Warsh means for markets

07 Feb 2026
20m
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Central banks steady, markets shaky and silver steals the spotlight

06 Feb 2026
21m
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China’s tech stocks enter bear market territory

05 Feb 2026
12m
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AI disruption, US Treasury funding, earnings, and emerging-market outperformance

04 Feb 2026
19m
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From turmoil to upswing: rebounding markets and a standout from Palantir

03 Feb 2026
10m
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Historic sell-off in gold and silver

02 Feb 2026
13m
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Technology earnings, historic moves in precious metals, and Kevin Warsh to be the next Fed chair?

30 Jan 2026
12m
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Fed holds steady, S&P 500 hits 7,000 and gold smashes records

29 Jan 2026
11m
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Trump deepens dollar woes while gold jumps

28 Jan 2026
11m
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The View Beyond: Is the precious metals mania set to continue?

28 Jan 2026
16m
Page 11

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