Robeco's monthly podcast that makes sense of the latest market moves. Covering macro events, corporate news, investment insights – and the beat of the week.

In tune with the markets
Claim This Podcastby Robeco
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Podcast Overview
Robeco's monthly podcast that makes sense of the latest market moves. Covering macro events, corporate news, investment insights – and the beat of the week.
Language
🇺🇲
Publishing Since
2/24/2023
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Recent Episodes

June 26, 2026
Feeling good
<p><span style= "caret-color: #000000; color: #000000; font-family: Aptos, sans-serif; font-size: 14.666667px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> 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</span> 'greatest IP in history'<span style= "caret-color: #000000; color: #000000; font-family: Aptos, sans-serif; font-size: 14.666667px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;">, SpaceX.</span></p> <p><span style= "caret-color: #000000; color: #000000; font-family: Aptos, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> Length without disclaimer: 18 minutes</span></p> <p><span style= "caret-color: #000000; color: #000000; font-family: Aptos, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> <span style= "caret-color: #000000; color: #000000; font-family: Aptos, sans-serif; font-size: 14.666667px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> <span style="font-size: 12pt;"><span style= "caret-color: #000000; color: #000000; font-family: 'Times New Roman', serif; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: pre-wrap; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> <span style= "caret-color: #000000; color: #000000; font-family: Calibri, sans-serif; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -moz-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> This podcast features material by fair use guidelines. All rights reserved to the copyright owners</span></span></span></span></span></p>

May 15, 2026
Pop
<p><span style= "caret-color: #000000; color: #000000; font-family: Aptos, sans-serif; font-size: 14.666667px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> 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.</span></p> <p> </p> <p><span style= "caret-color: #000000; color: #000000; font-family: Aptos, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> Length without disclaimer: 19 minutes</span></p> <p><span style= "caret-color: #000000; color: #000000; font-family: Aptos, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> <span style= "caret-color: #000000; color: #000000; font-family: Aptos, sans-serif; font-size: 14.666667px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> <span style="font-size: 12pt;"><span style= "caret-color: #000000; color: #000000; font-family: 'Times New Roman', serif; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: pre-wrap; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> <span style= "caret-color: #000000; color: #000000; font-family: Calibri, sans-serif; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -moz-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> This podcast features material by fair use guidelines. All rights reserved to the copyright owners</span></span></span></span></span></p>

April 17, 2026
To the Moon
<p><span style= "caret-color: #000000; color: #000000; font-family: Aptos, sans-serif; font-size: 14.666667px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> 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.</span></p> <p><span style= "caret-color: #000000; color: #000000; font-family: Aptos, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> Length without disclaimer: 14 minutes</span></p> <p><span style= "caret-color: #000000; color: #000000; font-family: Aptos, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> <span style= "caret-color: #000000; color: #000000; font-family: Aptos, sans-serif; font-size: 14.666667px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> <span style="font-size: 12pt;"><span style= "caret-color: #000000; color: #000000; font-family: 'Times New Roman', serif; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: pre-wrap; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> <span style= "caret-color: #000000; color: #000000; font-family: Calibri, sans-serif; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -moz-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> This podcast features material by fair use guidelines. All rights reserved to the copyright owners</span></span></span></span></span></p>
59 total episodes available
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