Moving Markets

Stocks and bonds declined amid company-specific developments and concerns over bond supply, as investors prepare for a record-level issuance of investment-grade debt in the coming days. Additionally, rising expectations of an imminent interest rate hike in Japan further pressured yields upward. In today’s programme, we welcome Manuel Villegas from Next GenerationResearch, who shares his insights on the future trajectory of artificial intelligence - and addressesthe pressing question: Is AI experiencing a bubble?

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:28) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
  • (07:08) - Artificial Intelligence update: Manuel Villegas, Next Generation Research
  • (12:38) - Closing remarks: Bernadette Anderko, Product & Investment Content

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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.