Moving Markets

As Turkey faces yet another series of devastating earthquakes, geopolitics remain at the forefront of investors’ minds this week. US President Joe Biden made a surprise visit to Kiev yesterday, while UK Prime Minister Rishi Sunak is trying to win support for a post-Brexit deal. Meanwhile in China, the world’s biggest miner reported its lowest half-year profit since 2021, as the country’s economic slowdown hit demand for iron, copper and coal. Luca Menozzi from Next Generation Research provides insight into ChatGPT and the search engine market.

00:14 Introduction and markets wrap-up by Alexander Petersen (Investment Writing)
02:48 Digital Disruption: ChatGPT by Luca Menozzi (Next Generation Research)
06:08 Closing remarks by Alexander Petersen (Investment Writing)

What is Moving Markets?

Moving Markets is the home of podcasts at Julius Baer. Here, our expert teams share concise daily market updates in ‘Moving Markets Daily’ which is complemented by ‘Moving Markets: The View Beyond’, a weekly show dedicated to discussing the context, thematic angles, and investment implications behind key topics shaping the news cycle and conversations among our relationship managers and clients.

The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.