🇬🇧 Stay ahead of the markets with Swissquote

Hosted by Swissquote, Ipek Ozkardeskaya, Feyyaz Alingan

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500

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Nov 2026

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About the show

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.

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60 recent

November 13, 2026Episode 112911 min

Life after Huang

Jensen Huang’s resignation marks a turning point for Nvidia and the broader AI trade. Can interim CEO Colette Kress preserve momentum, reassure customers and navigate scrutiny surrounding China-linked chip sales? We examine Nvidia’s competitive advantages, its investments across the AI ecosystem and whether the recent selloff offers an attractive entry point ahead of earnings. Beyond Nvidia, sector rotation, rising oil prices and US inflation remain central to market sentiment. Could Anthropic’s upcoming IPO revive enthusiasm, or intensify competition for investor capital? Here’s what matters as markets reassess leadership risk, earnings expectations and the sustainability of the AI investment boom today. 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 clints. 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.

November 12, 2026Episode 113310 min

Nvidia: is the selloff a buying opportunity?

Nvidia’s selloff raises a tempting question: has the AI giant become too cheap to ignore? At $159, shares trade near 17 times this fiscal year’s expected earnings and 10 times next year’s. But ambitious growth forecasts and leadership uncertainty complicate the bargain. Today’s Market Talk examines Nvidia’s valuation, next week’s earnings expectations and what weaker profits could mean for investors. Also in focus: CoreWeave’s reassuring results, Nebius earnings, Anthropic’s upcoming IPO and the rotation towards non-tech stocks. Meanwhile, cheaper oil offers relief, but refining constraints and persistent inflation could keep central banks hawkish. Can AI enthusiasm outweigh the risks once 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 clints. 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.

November 11, 2026Episode 113235 min

Understanding leverage: potential, risks and reality | Unlocked

📈 A market prediction. The appeal of bigger returns. And risks that are easy to overlook. With leveraged products, getting the market direction right is only part of the story. 🎙️ In this episode of UNLOCKED, Dominique Boehler from Société Générale draws on more than 20 years in finance to unpack structured and leveraged products. He explains why timing matters, how FOMO can influence even experienced investors, and why understanding the product is just as important as understanding the market. A conversation about flexibility, potential gains and possible losses, with a closer look at Swiss DOTS. ➡️ Find Dominique on Linkedin: @ ➡️ Learn more about Society Generale: @ ➡️ Explore Swiss DOTS, Swissquote’s platform for leveraged products: https://swq.ch/4f4ZblR . . For informational purposes only. Not investment advice or a financial promotion. May not be applicable in all jurisdictions. _____ 👉 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

November 10, 2026Episode 113011 min

Tech rebounds into US CPI, neocloud earnings

Technology stocks rebound, but Nvidia misses the party as scrutiny surrounding Jensen Huang raises questions about leadership risk at the heart of the AI trade. Yet beyond the headlines, investors still face the same challenges: enormous capital spending, growing leverage, circular deals and uncertain returns. Today’s CoreWeave earnings will offer another test of investor confidence. Meanwhile, US CPI takes centre stage as markets assess the likelihood of another Federal Reserve rate hike in December. 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 clints. 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.

November 9, 2026Episode 112811 min

US inflation & neocloud earnings in this week’s menu

Strong US jobs data have lifted yields and the dollar, reinforcing expectations of another Fed hike in December. Can this week’s inflation report offer markets some relief? Meanwhile, CoreWeave and Nebius earnings will test confidence in the AI trade as investors scrutinise spending, cash flow and future projects. Strong quarterly results may no longer be enough: guidance and financing will matter. We look at why uncertainty surrounding AI expansion could weigh on chipmakers, data centres and the broader infrastructure complex, including copper, even as longer-term demand from electrification and expanding power grids continues to support the metal’s structural investment appeal. 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 clints. 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.

November 6, 2026Episode 112710 min

Tech selloff deepens. Could gold regain field?

Investors are rushing to the exit as the AI trade unravels. Nasdaq 100 plunged 6.36%, raising questions about buying opportunities, balance sheets and diversification. Meanwhile, the Bank of England delivers a hawkish rate hike, and US jobs data could reshape Federal Reserve expectations. Could gold emerge as a winner? Falling real yields, a softer dollar and continued central bank demand could support its recovery. Today, we explore the tech rout, the limits of diversification and the forces that could drive gold higher over the next year. 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 clints. 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.

November 5, 2026Episode 112610 min

AI stocks sink as global markets rally following US Democratic sweep

Global equities rallied following the Democratic victory in the US midterms, but chip stocks were left behind. Nvidia, AMD and other semiconductor names faced selling pressure as investors questioned the future of AI spending. Even strong results from Qualcomm and Arm failed to attract buyers. Meanwhile, hopes of lower energy prices, easing tariffs and improving trade relations supported European and Chinese equities. With Big Tech earnings momentum slowing and financing costs rising, investors are increasingly looking beyond AI. Could cheaper European stocks benefit from sector rotation, or will elevated bond yields limit the broader equity rally? 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 clints. 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.

November 4, 2026Episode 112510 min

US Congress turns blue: how do markets react?

US Congress is turning blue, reshaping the outlook for technology stocks, Treasury yields and the US dollar. Democratic gains raise the prospect of greater scrutiny of AI investment, while renewable energy could benefit from stronger political support. Political gridlock may limit further fiscal expansion, offering relief to bond investors but narrowing the US growth advantage that has supported the greenback. Meanwhile, oil markets remain sensitive to developments in the Middle East, strong AMD results highlight resilient data-centre demand, more earnings are due today after the bell, but can earnings overcome concerns about spending and returns? 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 clints. 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.

November 3, 2026Episode 11248 min

Crypto crisis ahead? | Crypto Talk

Looks like there might be a crypto crisis looming ahead... 00:00 Intro 00:23 Disclaimer 00:28 Preview 00:35 Bitcoin 01:59 Ethereum 03:33 Solana 04:58 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

November 3, 2026Episode 11239 min

How US midterms could affect oil prices?

Today, Americans head to the polls for the US midterm elections. How could the results affect oil prices? Meanwhile, elevated energy prices keep central banks under pressure, and Big Tech’s borrowing spree could push financing costs higher. Australia has raised rates, Britain could follow, and a stronger dollar could further squeeze global oil demand. Politics, energy and borrowing costs remain intertwined. 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 clints. 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.