Podcast
🇬🇧 Stay ahead of the markets with Swissquote
Hosted by Swissquote, Ipek Ozkardeskaya, Feyyaz Alingan · EN
Dive into the heart of the markets with MarketTalk and Crypto Market Talk, hosted by Ipek Ozkardeskaya and Feyyaz Alingan. And explore Unlocked, Swissquote’s podcast that looks beyond the markets to unlock fresh ideas, inspiring perspectives and insights to power your next move.
Every day, MarketTalk breaks down the latest moves in equities, FX, macro data and global market sentiment, while the Wednesday Crypto Market Talk focuses on Bitcoin, Ethereum, altcoins and major developments in the digital asset ecosystem.
Subscribe to stay up to date with market insights, trading themes, economic news and crypto trends that matter.
About Swissquote: https://swq.ch/48Qf9fN
We are Switzerland’s leading bank in online financial services and offer our clients innovative and state-of-the-art solutions to meet their investment needs.
Headquartered in Geneva, Switzerland, we have additional offices in Zurich, Luxembourg, London, Cyprus, Dubai, Hong Kong, Malta, Singapore, and Bucharest.
Swissquote Group Holding Ltd has been listed on the SIX Swiss Exchange (symbol: SQN) since May 2000 and is regulated by the Swiss Financial Market Supervisory Authority (FINMA).
As well as various online trading products - including stocks, bonds, funds derivative products, and cryptocurrencies – Swissquote also provides Forex, Robo-Advisory, and Mortgages solutions.
Today, we are proud to deliver our services to + 500’000 clients with access to more than 60 stock exchanges worldwide and can trade over 3 million products through performant and secure platforms.
66episodes
Episodes
Newest firstAll episodes
Record high delusion?
3d ago00:09:54Tap to summarizeMarkets keep climbing despite rising oil prices, geopolitical tensions and growing inflation risks. The S&P500 and Nasdaq pushed to fresh record highs as stronger-than-expected earnings — especially from AI and energy companies — helped investors look through the Middle East turmoil and higher energy costs. But beneath the surface, the rally is becoming increasingly narrow, with tech and semiconductors doing most of the heavy lifting. The million dollar question is: why markets continue rallying despite unideal geopolitical headlines, why emerging markets are also hitting record highs despite a rising oil and stronger US dollar, and why some investors — including Michael Burry — warn that today’s tech optimism increasingly resembles the peak of the dot-com bubble, what are risks linked to oil supply disruptions, inflation, Fed expectations and the growing disconnect between market optimism and economic reality. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.
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A dangerously ignored reality?
4d ago00:11:06Tap to summarizeAI investors now brush aside worsening geopolitical headlines. Despite fading peace hopes in the Middle East, rising oil prices and renewed inflation fears, tech-heavy indices trade to record highs, driven once again by semiconductor and AI-linked stocks. The divergence between tech and the rest of the market is becoming increasingly extreme, with investors seemingly willing to ignore slowing growth signals and energy-driven inflation risks as long as the AI narrative remains alive. But with crude oil back above $100pb, inflation data due this week and valuations looking increasingly stretched, investors may be underestimating the risks building beneath the surface. Could this resilience in tech continue… or are markets entering the calm before the storm? Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.
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Attention turns to US jobs data as geopolitical headlines flip... again
1w ago00:09:34Tap to summarizeMarkets are ending the week on another geopolitical twist as renewed Middle East tensions can’t come to an end! Meanwhile, all eyes now turn to the US jobs report. While employment data remains important, investors are increasingly watching wage growth and inflation signals as central banks grow more concerned about price pressures than slowing labour markets. Can strong jobs and softer wages keep the rally alive? Or will rising oil prices and inflation fears dominate sentiment again? Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.
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Too much optimism?
1w ago00:09:46Tap to summarizeMarkets erupted in euphoria after headlines suggested that a potential US-Iran peace proposal could help de-escalate tensions in the Middle East. Oil prices plunged from recent highs, the US dollar weakened, yields dropped and equity markets surged to fresh records, with AI and semiconductor stocks once again leading the rally. But is the market getting ahead of itself? Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.
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Too much optimism?
1w ago00:09:46Tap to summarizeMarkets erupted in euphoria after headlines suggested that a potential US-Iran peace proposal could help de-escalate tensions in the Middle East. Oil prices plunged from recent highs, the US dollar weakened, yields dropped and equity markets surged to fresh records, with AI and semiconductor stocks once again leading the rally. But is the market getting ahead of itself? Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.
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BTC over 80'000 USD | Crypto Talk
1w ago00:07:11Tap to summarizeBitcoin is slowly creeping up to 80'000 USD, how long will it stay there? 00:00 Intro 00:27 Disclaimer 00:31 Preview 00:52 Bitcoin 03:50 Solana 05:12 Aave 06:51 Subscribe & Good bye crypto #cryptonews #cryptotrading #swissquote 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group 👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content: https://www.swissquote.com/private/inspire 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers
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Chip stocks push tech heavy indices to fresh ATHs!
1w ago00:10:28Tap to summarizeAI optimism is once again overpowering geopolitical fears. Markets continue to flip-flop between Middle East headlines and enthusiasm around artificial intelligence, but investors remain focused on strong tech earnings, booming AI infrastructure spending and resilient equity momentum. The S&P500, Nasdaq100 and Kospi are at ATH levels thanks to semiconductor stocks, amid strong earnings reaction. European equities are lagging behind tech-heavy markets like the Kospi and Taiex, as energy prices are shaping sentiment, and investors appear increasingly comfortable ignoring geopolitical risks unless tensions escalate significantly. Today, we discuss whether markets are underpricing risk, what the latest US economic data means for the Federal Reserve, and why elevated valuations could still leave equities vulnerable to sharp reversals despite the current optimism. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.
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Narrative flips from AI to Middle East, but Tech hasn’t said its last word
1w ago00:10:06Tap to summarizeOil volatility, rising yields and geopolitical tensions are back in focus — and markets are feeling it. A fresh escalation in the Middle East sent crude prices surging before easing slightly, reminding investors how quickly sentiment can flip from optimism to risk-off. As oil pushes higher, the narrative shifts from supply concerns to demand destruction, with inflation fears and hawkish central bank expectations returning to the forefront. At the same time, the US dollar is regaining strength, weighing on gold and tightening financial conditions globally. Equity markets are reacting, with pressure on European stocks and renewed uncertainty around trade dynamics. Meanwhile, the spotlight turns to tech, with key earnings from AMD set to test whether the AI rally can hold in a more fragile macro environment. Can strong fundamentals offset rising geopolitical risks — or is volatility here to stay? Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.
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Ethereum war proof? | Crypto Talk
2w ago00:07:51Tap to summarizeIs Ethereum the better war-proof investment than BTC? How is Solana planning on becoming quantum-resistant? 00:00 Intro 00:31 Disclaimer 00:35 Preview 00:58 Bitcoin 03:25 Ethereum 05:32 Solana 07:31 Subscribe & Good bye crypto #cryptonews #cryptotrading #swissquote 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group 👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content: https://www.swissquote.com/private/inspire 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers
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AI rally extends on resilient tech earnings
2w ago00:09:57Tap to summarizeGeopolitical tensions remain elevated as uncertainty around the Strait of Hormuz keeps oil markets tight, with no clear resolution in sight. Despite this, global equities continue to show resilience. Central banks are holding rates steady, but the tone is shifting — particularly in Europe, where inflation concerns persist even as growth weakens. At the same time, AI optimism continues to dominate market sentiment. Strong earnings from industrials and tech-linked sectors highlight how AI-driven investment is feeding into the real economy. Meanwhile, Apple’s latest results show a different approach — strong cash returns and limited AI spending, but increased reliance on external models. Markets remain caught between geopolitics and growth — but for now, AI is winning.
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