Market Pulse by Orestes Capital is your daily edge in the markets — breaking down the biggest moves across macro, equities, rates, credit, commodities, and sectors in a clear, fast, and actionable way.
Hosted with an institutional investor’s lens, each episode cuts through the noise to explain what moved, why it matters, and what it could mean for portfolios, risk, and the next major market theme.
For investors, traders, and market watchers who want to stay ahead of the story — this is your daily market signal.
October 7, 2026 - The Market Looks Calm. Under the Surface, It's Breaking.
The market looks remarkably calm. But beneath the surface, something is breaking.
Major indices may appear stable, but that stability could be concealing a much more troubling reality: deteriorating market breadth, mounting selling pressure, and an options market that may be temporarily suppressing volatility.
In today's Market Pulse, we examine how gamma pinning and dealer hedging flows can keep headline indices anchored even as individual stocks weaken and underlying market conditions become increasingly fragile.
Is the market's apparent resilience a sign of genuine investor confidence—or the mechanical consequence of positioning that could reverse abruptly?
We explore the growing disconnect between index performance and underlying market participation, why suppressed volatility shouldn't be mistaken for reduced risk, and what happens when the forces holding the market together begin to unwind.
The critical question: Is Wall Street pricing in stability—or merely postponing volatility?
Market Pulse by Orestes Capital — Institutional insight into the forces moving global markets.
Disclosure: This podcast is for informational and educational purposes only and should not be considered investment advice. Markets involve risk, and listeners should conduct their own research or consult a financial advisor before making investment decisions.
6 Oct 2026
October 5, 2026 - Tech at Record Highs. Yields Are Flashing Red.
Technology stocks are pushing to record highs—but the bond market is telling a very different story.
In this episode of Market Pulse, we examine the growing divergence between equity-market optimism and the sharp rise in Treasury yields. Investors continue to chase mega-cap technology and AI exposure, even as higher rates tighten financial conditions, pressure valuations, and raise the hurdle rate across risk assets.
The question is whether equities can keep ignoring the move in bonds—or whether rising yields eventually force the market to reprice.
We break down what the latest rate move means for tech valuations, market breadth, liquidity, and the durability of the rally—and why record index levels may be masking considerably more risk beneath the surface.
Market Pulse delivers a concise institutional look at the forces moving markets, capital, and risk.
Disclosure: This podcast is for informational and educational purposes only and should not be considered investment advice. Markets involve risk, and listeners should conduct their own research or consult a financial advisor before making investment decisions.
3 Oct 2026
October 2, 2026 - Record Highs Are an Illusion: The Market Is Breaking Beneath the Surface
The major indexes may be flirting with record highs, but underneath the surface, the market is telling a very different story.
In this episode of Market Pulse, we look past the headline numbers to the sharp deterioration in market breadth, growing pressure from higher real yields, and the widening divide between a handful of index heavyweights and the rest of the market.
Equal-weight stocks, homebuilders, REITs, and more speculative corners of tech have all come under pressure even as the largest technology names continue to hold the major averages aloft. That divergence matters.
We break down what this increasingly narrow leadership says about risk appetite, why rising rates are becoming harder for markets to ignore, and whether record index levels are masking a much more fragile setup underneath.
The index may be at a high. The average stock is telling another story.
Disclosure: This podcast is for informational and educational purposes only and should not be considered investment advice. Markets involve risk, and listeners should conduct their own research or consult a financial advisor before making investment decisions.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
1 ratings
Spotify
5.0 / 5
1 ratings
Contact Market Pulse by Orestes Capital
Guest appearances
Does not typically book guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Host of Market Pulse by Orestes Capital?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
