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.
133episodes
Episodes
Newest firstAll episodes
Nvidia Day!
May 2000:10:50Tap to summarizeChapters: 0:00 Intro 0:48 Market update: rising yields, falling equities 4:09 Nvidia earnings: what to watch?
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Reverse Carry Risks Are Back!
May 1900:11:06Tap to summarizeJapan’s bond yields are rising to levels that were unthinkable just a few years ago, and markets are starting to ask whether the next reverse carry trade is already building beneath the surface. As the Bank of Japan slowly exits decades of ultra-loose monetary policy, higher Japanese yields could encourage investors to bring money home, reducing demand for US Treasuries and tightening global liquidity conditions. The last major reverse carry episode in August 2024 triggered a sharp selloff in global equities, with the Nikkei plunging nearly 20% and the Nasdaq dropping around 14%. This time, the risk could become more structural — especially as rising oil prices, sticky inflation, and stretched AI valuations increase pressure on global markets... or not! 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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Global yields surge, markets under pressure!
May 1800:10:03Tap to summarize0:00 Intro 0:57 Global yields surge 3:23 Equities under pressure 4:25 Major central bank expectations turn hawkish 7:29 This week, watch UK CPI, FOMC minutes & Nvidia earnings!
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Yield Blind
May 1500:10:10Tap to summarizeMarkets are ending the week in full euphoria mode. The S&P 500 and Nasdaq hit fresh record highs as investors continue piling into AI stocks despite rising inflation, surging bond yields and escalating geopolitical tensions in the Middle East. Oil prices climbed back above $100 per barrel, Japanese yields pushed far beyond levels once considered dangerous for global carry trades, and US consumers are increasingly struggling with debt repayments. Yet none of it seems capable of slowing the AI rally. In this episode, we dive into why investors are ignoring the macro warning signs, how massive AI spending is increasingly financed through debt markets, why rising yields could become a real problem for Big Tech valuations, and whether the market is underestimating the risk of another period of sticky inflation. 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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From petro-dollar to tech-yuan
May 1400:11:10Tap to summarizeAs the world slowly decreases exposure to the US dollar and Treasuries, the concept of the “petro-yuan” is gaining momentum, referring to the growing use of China’s currency in oil and other goods trade. In this episode, we dive into how to build exposure to a rising China, the challenges and the opportunities. 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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Solana back on top? | Crypto Talk
May 1300:07:04Tap to summarizeSolana is gaining steam again amongst the bigger investors, will it be back on top this summer? 00:00 Intro 00:30 Disclaimer 00:34 Preview 00:51 Bitcoin 03:44 Ethereum 05:04 Solana 06:43 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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Borrowed stability
May 1300:10:21Tap to summarizeUS inflation came in hotter than expected, oil prices are back above $100 per barrel, global oil inventories are falling at record speed, and the Middle East war continues to threaten one of the world’s most critical oil routes: the Strait of Hormuz. Bond yields are rising again, rate cuts are fading further into the distance, and consumers are increasingly relying on debt to keep spending alive. Yet despite all these warning signs, the S&P 500 and Nasdaq remain near record highs as dip buyers continue to rush into every pullback and AI optimism keeps fueling the rally. But every new point added to this market now feels like another Jenga block balancing on borrowed stability. 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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Record high delusion?
May 1200:09:54Tap 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?
May 1100:11:06Tap 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
May 800:09:34Tap 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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