With a new Fed chairman settling in, markets may need to brace for choppier waters. But for now, optimism rules. AI is propelling equities higher, Korea is hitting fresh records, and Wall Street is holding firm — even celebrating the 'greatest IP in history', SpaceX.

Length without disclaimer: 18 minutes

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In a market where AI now outweighs geopolitics, even tensions in Iran barely register. The earnings season has been a blockbuster, with the Korean market shooting the lights out. Despite expectations of no further US rate cuts, investors seem unfazed, and semiconductors continue to lead the charge. Companies across the AI supply chain dominate market performance, while traditionally 'safer' sectors such as consumer staples and healthcare are severely lagging behind.

Length without disclaimer: 19 minutes

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Despite persistent unrest in the Middle East and elevated oil prices stoking inflation concerns, equity investors continue to buy the dips, leaving traditional safe havens in short supply. Equity markets may appear unfazed, but credit markets are signalling that the story isn't finished yet.

Length without disclaimer: 14 minutes

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Market turbulency remains, and where the US dollar acts as a safe haven, gold clearly doesn't this time around. Central banks sit on the fence, hoping the inflation increase caused by the war in Iran will be transitory. Oversold stocks recover, while overbought stocks take a punch on the chin.

Length without disclaimer: 18 minutes

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It is earnings season again and guess what – the beat goes on. In this episode Arnout van Rijn also digs deep into his two of his favorite topics: Japan and gold. And are we seeing a long-awaited rotation in financial markets? Value stocks, small caps and defensive stocks are now outperforming growth stocks, mega caps and cyclical stocks. And emerging markets continue their bull run.

Unitree demonstration Chinese New Year Gala video

Length without disclaimer: 19 minutes

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The equity markets in general and semiconductor companies in particular are flying high, amidst geopolitical turmoil. Gold has clearly entered bubble territory. The share of weak hands in the market is increasing, which means we are now in a volatile bull market, says Arnout van Rijn. Tune in to our latest podcast episode.

Length without disclaimer: 18 minutes

This podcast features material by fair use guidelines. All rights reserved to the copyright owners

Length without disclaimer: 16 minutes

This podcast features material by fair use guidelines. All rights reserved to the copyright owners

With the present lack of data, the Federal Reserve is maneuvering in the dark. The AI hype is still very much alive after Nvidia delivers again, but worries on the return of all those billions invested are mounting, also on the credit markets. What's happening in Japan, and will COP30 in Brazil open fresh opportunities for emerging market bonds? Tune in to our latest episode with a special musical guest.

Length without disclaimer: 16 minutes

This podcast features material by fair use guidelines. All rights reserved to the copyright owners

Are President Trump's policies stirring a 'high-pressure economy' of growth and inflation? Gold's gone galactic again – prices are soaring, with ETFs snapping up big volumes, and AI's trillion-dollar footprint continues to reshape markets, portfolios – and even geo-politics. Tune in to a new episode of our upbeat financial markets podcast.

Arnout van Rijn shares insights on Robeco's newly released 5-year outlook. What can we expect in a world full of uncertainties, where investors continue to dance — seemingly unfazed by the risk of the music stopping? Markets are showing signs of frothiness, Europe is finally stepping into the AI race, and—oh là là—France finds itself in turmoil.

In this episode, Arnout van Rijn explores the latest big, beautiful trade deals, mounting challenges to the 'G' in 'ESG', and the upbeat outcome of the latest earnings season.