🇬🇧 Stay ahead of the markets with Swissquote

Hosted by Swissquote, Ipek Ozkardeskaya, Feyyaz Alingan

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500

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Jun 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

June 16, 2026Episode 101610 min

Risk of including a meme stock to major indices

Oil prices are falling, bond yields are easing and investors are rotating back into risk assets – including SpaceX. But beneath the optimism, a new question is emerging: what exactly is – and will be - inside your index? SpaceX's surge to a $2.5 trillion valuation has reignited the debate around speculation, passive investing and index concentration. If included in the Nasdaq 100 today, the company could become one of the index's largest constituents despite ongoing cash burn and a valuation that many argue is disconnected from fundamentals. So, before buying the cookie, it may be worth checking the ingredients. 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.

June 15, 2026Episode 101510 min

Peace at last?

Could the 40th peace announcement finally be the one that sticks? Markets are certainly acting as if it might. Reports that the US and Iran have reached an agreement to end the conflict and reopen the Strait of Hormuz sent oil prices sharply lower and boosted risk appetite across global markets. Lower energy prices could ease inflation pressures, soften central bank rhetoric, and provide fresh support for equities. Today, we look at the potential market implications of a lasting Middle East peace deal, what falling oil prices mean for inflation, the key central bank meetings this week including the Fed, BoJ, BoE and SNB, and why investors are closely watching the US dollar, gold and global stock markets. 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.

June 12, 2026Episode 10149 min

The SpaceX Liftoff

It’s SpaceX Day. Today marks the stock market debut of SpaceX in what has become the largest IPO in history, giving the company a valuation approaching $1.8 trillion and potentially making Elon Musk the world’s first trillionaire. But while investors watch a rocket leave the launchpad, markets back on Earth remain hostage to Middle East headlines. Oil prices continue to swing on every comment regarding Iran, the Strait of Hormuz and the prospects for a lasting ceasefire, while investors insist to price optimism before it becomes 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.

June 11, 2026Episode 101311 min

Count down to SpaceX IPO begins

Rising energy prices, hotter inflation and a tech-led market selloff may leave some space in the headlines to the upcoming SpaceX IPO, the largest in history. With a valuation approaching $1.8 trillion and demand reportedly more than four times oversubscribed, SpaceX is set to become one of the world's most valuable companies from day one. But can the stock live up to the hype? Will we see a massive buying frenzy or a classic "buy the rumour, sell the fact" event that triggers profit-taking across space and other technology stocks. And in the longer run, how valuation concerns, liquidity risks, index inclusion, and other big IPOs (OpenAI, Anthropic) could shape markets. 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.

June 10, 2026Episode 10129 min

Focus on US CPI!

Middle East tensions are flaring up again, oil prices remain surprisingly contained below $90 per barrel, but risks remain tilted to the upside. Another rise in oil prices is a threat to global risk appetite at a time major central banks turn hawkish on rising inflation and investors question the parabolic tech rally. So today’s US CPI report could become the next major market catalyst. Could inflation force the Fed into a deeper hawkish stance? If so, would tech investors also thrown in the towel? 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.

June 9, 2026Episode 101110 min

Dip-rushing

Technology stocks bounced back as investors once again rushed to buy the dip, brushing aside concerns about valuations, energy risks and signs of strain in the broader economy. The latest rebound suggests that the AI trade remains the dominant force in global markets, with every pullback viewed as another buying opportunity. Meanwhile, hopes of a ceasefire between Iran and Israel helped ease oil prices and yields, but underlying energy risks remain largely ignored. European markets continue to lag due to their limited exposure to technology, while excitement around upcoming IPOs such as SpaceX keeps investors focused on the next big opportunity. The question is no longer whether AI is transforming markets. The question is: how much longer can markets run on AI steroids before reality catches up? 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.

June 8, 2026Episode 101011 min

Tech selloff: a blip or a valuation reset?

The AI trade may finally be showing its first real crack. After months of relentless gains, semiconductor and AI stocks came under heavy pressure as stronger-than-expected US jobs data pushed Treasury yields higher, raising questions about the sustainability of sky-high valuations. But rising yields are only part of the story. New reports suggest future AI infrastructure may require less DRAM memory than previously expected, while growing calls for tighter oversight of frontier AI development are adding uncertainty to the long-term spending outlook. Meanwhile, investors are closely watching the biggest event of the week: the SpaceX IPO. Could capital be rotating out of AI winners and into the largest public offering in history? And is this simply a healthy correction, or the beginning of a deeper revaluation of the AI trade? In this episode, we break down the risks, opportunities and key levels to watch. 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.

June 5, 2026Episode 10089 min

Middle East, US Jobs & SpaceX

Geopolitical tensions, elevated energy prices, rising yields and private credit concerns weigh on some parts of the market, but the tech stocks continue to play in their own league. Broadcom disappointment raised a few questions this week, and tech heavy indices are down today but a part of that is believed to be due to investors taking profits in existing tech positions to free up cash for next week’s SpaceX IPO. At the same time, today's US jobs report could reinforce the narrative that the economy remains resilient despite growing concerns about AI-driven job losses and slowing growth. But whatever the jobs report tells, index valuations are increasingly detached from economic reality, where dreams, innovation and future potential continue to outweigh geopolitical risks and valuation concerns. 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.

June 4, 2026Episode 100710 min

Bitcoin at critical support!

Oil trades a touch below the $100 per barrel. Inflation risks are rising again. Markets are pricing the possibility of Fed rate hikes instead of rate cuts and even tech stocks are not looking cheerful today. While a day moodiness doesn’t mean a sharp correction, the red flags are piling up regarding the stretched tech valuations that defy economic reality. And while the tech valuations stretch, Bitcoin is losing its appeal as investors chase companies with tangible earnings and AI-driven growth. The coin is now trading near (or below) estimated mining costs, meaning that its traditional valuation anchors fading and the risk of a sentiment-driven selloff is growing. 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.

June 3, 2026Episode 10067 min

The bears are back for bitcoin | Crypto Talk

After crisis times at Ethereum, the bears are back for Bitcoin! 00:00 Intro 00:24 Disclaimer 00:29 Preview 00:37 Bitcoin 04:55 Ethereum 05:43 Cardano 07:37 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