
Hosted by Swissquote, Ipek Ozkardeskaya, Feyyaz Alingan · EN

Chapters 0:00 Intro 0:43 Middle East, oil price update 3:16 Tech update 5:53 Risk of investing vs Risk of not investing!

🤖 Everyone wants to find "the next NVIDIA." But most investors had already moved on before NVIDIA itself had finished running. 🎙️ In this episode of UNLOCKED, Evelyne Pflugi explains why impatience destroys more returns than bad stock-picking, how Applied Innovation filters hype from real long-term value creation, and why the companies nobody discusses, photomask makers, energy infrastructure players, custom chip designers, are often where the actual money gets made. . . For informational purposes only. Not investment advice or a financial promotion. May not be applicable in all jurisdictions. . This content is only intended for those permitted to receive it under local law. _____ ➡️ Discover the Innovation Money Makers certificate: https://swq.ch/4uBGYlE ➡️ Discover the Singularity Group: https://swq.ch/3PWIAYb ➡️ Connect with Evelyne Pflugi: https://swq.ch/4fSBGxA _____ 👉 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/in... _____ 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers

Chapters

0:00 Intro 0:45 Market Talk 1:30 Oil Talk 3:07 US Data Talk 4:18 Earnings Talk 5:43 Bubble Talk

Oil prices are rising again, inflation fears are back and the Strait of Hormuz is once again at the centre of global market tensions. Latest twists in US-Iran negotiations are reshaping inflation expectations, Fed rate bets, bond yields and risk appetite across financial markets. But while the broader world economy appears increasingly “stuck in Hormuz,” tech stocks continue sailing through the storm, fuelled by relentless AI optimism, strong semiconductor demand and abundant liquidity. Investors will be watching the latest growth and inflation figures from today, to assess the Fed’s next move. 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.

Chapters 0:00 Intro 1:02 AI optimism fuels rally 1:40 The Memory Chip Talk 5:13 Data and rates 6:36 Earnings & risks

Chapters 0:00 Intro 1:00 Middle East – newest 4:03 Meanwhile, global yields remain at uncomfortable levels 6:31 Eyes on inflation numbers 8:34 And beneath the equity rally…

Chapters 0:00 Intro 1:09 SpaceX 4:14 OpenAI 5:57 Anthropic 7:22 Buy or Not To Buy?

0:00 Intro 1:04 Market recap 3:07 Oil risks 6:02 Widening market breadth 7:01 Mega Tech IPOs!

Chapters: 0:00 Intro 1:02 Nvidia blows past expectations, again 4:28 Macro news are less encouraging