Episodes
Most of the US big tech 'Magnificent-7' stocks report next week, doing the heavy-lifting with profits seen +37% vs -3% for rest of S&P 500. The world's biggest election kicks off in India with market valuations and investor sentiment justifiably high.
Published 04/19/24
The US dollar is rallying and currency volatility picking up from lows, pressuring emerging market and carry-trade currencies. We also dissect LVMH's luxury earnings and look ahead to the rest of the sector.
Published 04/18/24
In this conversation, Sam, Josh, and Neža discuss higher for longer rates, Netflix earnings, and market pullbacks.
Published 04/17/24
In this episode, Sam North looks at ASML's chart after their share price moved lower following their Q1 earnings report.
Published 04/17/24
S&P 500 typically see's three 5% pullbacks a year. We are on the cusp of one now but it shouldn't be feared. Plus outlook for Netflix's strong 50% profits surge to start big tech earnings.
Published 04/17/24
Gold and silver prices have soared on the search for geopolitical and inflation protection but these are not secure foundations. Whilst Tesla to BP slash EV costs even as their growth ambitions remain. Welcome to "The Daily Voice" - eToro's daily financial outlook In this podcast, you'll receive valuable insights from eToro's global analyst, Ben Laidler, on the significant daily financial news, all within a concise time frame of under 5 minutes. You can also read Ben's daily blog...
Published 04/16/24
Weaker 'sell in May and go away' seasonality is coming, with average monthly performance from the 15 major global markets falling from 1.2% to a barely positive 0.1%. Whilst we preview the three keys this week of 1) reassuringly low Q1 earnings estimates, 2) Saturdays Bitcoin halving supply/demand squeeze, and 3) China's 5% GDP growth Q1 report. Welcome to "The Daily Voice" - eToro's daily financial outlook In this podcast, you'll receive valuable insights from eToro's global analyst, Ben...
Published 04/15/24
US banks start the global earnings season today but European banks are the bigger opportunity with more growth and profitability. Whilst the ECB prepares to go-it-alone and cut interest rates on June 6th, a particular positive for the region's stock markets. Welcome to "The Daily Voice" - eToro's daily financial outlook In this podcast, you'll receive valuable insights from eToro's global analyst, Ben Laidler, on the significant daily financial news, all within a concise time frame of under...
Published 04/12/24
In this episode, Matt Kenner shares his journey in the world of trading, from starting as a runner to becoming a top paid arbitration clerk.
Published 04/11/24
In our latest episode, Pomp and Will look at the post-ETF impact, offering insights into Bitcoin's institutional validation, the impact of passive flows on volatility, and the societal trends influencing memecoins. Tune in for another fascinating exploration into the future of Bitcoin.
Published 04/11/24
The commodity rally is broadening from oil to gold and copper as demand improves, supply tight and investors looking for inflation hedges. But a better but not great outlook. Markets reacted poorly to a third hot US inflation report but can likely live with a stronger-for-longer economy. Welcome to "The Daily Voice" - eToro's daily financial outlook In this podcast, you'll receive valuable insights from eToro's global analyst, Ben Laidler, on the significant daily financial news, all within...
Published 04/11/24
In this conversation, Sam, Josh, and Neza discuss the upcoming US CPI release, bank earnings, and Jamie Dimon's letter to shareholders
Published 04/10/24
A feared upside surprise in today's US inflation report risks higher bond yields and a painful tipping point for stock valuations. Whilst Shell's threat to leave UK and list in US is both logical and threatening. Welcome to "The Daily Voice" - eToro's daily financial outlook In this podcast, you'll receive valuable insights from eToro's global analyst, Ben Laidler, on the significant daily financial news, all within a concise time frame of under 5 minutes. You can also read Ben's daily...
Published 04/10/24
Take a deep dive into #Meta, the fifth-largest stock on the S&P500 and a powerhouse in the world of tech and social media. In this episode, we uncover Meta’s fundamentals, market challenges, and potential valuation, all while exploring what's ahead for Meta stock in 2024, and its competition.
Published 04/09/24
Crypto is the best performing, smallest, youngest, and most retail dominated asset class with key halving and ethereum spot ETF catalysts looming. Bitcoin has led whilst Ethereum is the contrarian play. The heavily-indebted listed real estate has been the worst performing sector this year, but Blackstone's 25% premium bid for Air Communities is an interesting sign of underlying value. Welcome to "The Daily Voice" - eToro's daily financial outlook In this podcast, you'll receive valuable...
Published 04/09/24
Q1 earnings season starts Friday, is the next market catalyst, and crucially important with valuations high and rate cuts delayed. We expect an upside surprise. It's one of the three keys this week, alongside the most important number in markets (US inflation) and the ECB meeting. Welcome to "The Daily Voice" - eToro's daily financial outlook In this podcast, you'll receive valuable insights from eToro's global analyst, Ben Laidler, on the significant daily financial news, all within a...
Published 04/08/24
S&P 500 valuation is back above average levels and at a record 40% premium to our fair-value indicator as bond yields rose. This puts pressure on the earnings recovery to keep delivering and supports our rotation to cheaper 'insurance' assets. Plus why today's US jobs report is the potential missing link to the Fed cutting interest rates in June. Welcome to "The Daily Voice" - eToro's daily financial outlook In this podcast, you'll receive valuable insights from eToro's global analyst,...
Published 04/05/24
Be the first to know what investors like you are expecting from the upcoming quarter. Tune in to the eToro summary as Sam North discusses it all with Neža Molk, Bret Kenwell and Ben Laidler. www.etoro.com
Published 04/04/24
Brent crude oil has rebounded to $90 as OPEC squeezes supply and demand recovers with cheap big oil stocks leading recent stock market gains. Yet it's not all good news for investors, as higher Brent will sap OPEC unity and energy sector earnings are held back by low natgas and refining margins. NOTES Welcome to "The Daily Voice" - eToro's daily financial outlook In this podcast, you'll receive valuable insights from eToro's global analyst, Ben Laidler, on the significant daily financial...
Published 04/04/24
Sam, Josh, and Neza discuss various topics including Tesla's disappointing vehicle delivery numbers, the rise in gold prices, and the upcoming earnings report for Levi's.
Published 04/03/24
Travel & tourism stocks outpace big-tech as they see a 'new normal' of demand catch up and supply-constrained pricing power, from hotels to airlines and Mexico to Spain. Today's China services PMI could validate the recovery in manufacturing sector and industrial profits and stocks' stealth rebound.
Published 04/03/24
Yoni Assia, Pedro de Noronha, Andrew Rosener and Fransico Gordillo join Sam North, Simon Peters and Mati Alon to discuss all things Crypto
Published 04/02/24
Our investor sentiment indicator has surged to the highest in two years and is another sign we are due a pullback, which should not be feared. We also look ahead to the three inflation, earnings, and oil key events this week. Welcome to "The Daily Voice" - eToro's daily financial outlook In this podcast, you'll receive valuable insights from eToro's global analyst, Ben Laidler, on the significant daily financial news, all within a concise time frame of under 5 minutes. You can also read...
Published 04/02/24
Earnings season, interest rate cuts, and elections are the Q2 drivers of a likely more subdued second quarter for stocks, but with the bull market resting on firm pillars. Comes after a strong start to the year with healthy broadening of performance outside of tech and the US.
Published 03/29/24