Explorez tous les épisodes du podcast Digest & Invest by eToro | Insights on Trading, Markets, Investing & Finance

In this episode, hosts Sam and Bret analyse current market trends, sector performances, and the impact of social media on stock movements. They explore the rally in tech stocks, the potential rotation of funds into small caps, and discuss the latest on Ferrari's new EV and geopolitical influences on markets.

This episode explores Nvidia's latest earnings, market position, and future outlook, providing insights into tech stock valuation, investor sentiment, and long-term growth potential.

In this episode, the team discuss recent market trends, earnings reports, and the outlook for tech stocks like AMD and Nvidia. They analyse the impact of AI demand, market sentiment shifts, and upcoming economic data such as non-farm payrolls.

Join us as we analyze the latest trends from Bitcoin conferences, market reactions to earnings reports, and the impact of macroeconomic factors like oil prices and Fed announcements. This episode offers insights into crypto events, stock market movements, and investment strategies during volatile times.

This episode covers recent market developments, earnings reports, geopolitical impacts, and upcoming Fed decisions, providing valuable insights for investors and traders.

Join Sam North as he discusses why Netflix traded lower after their most recent earning's report.

This episode covers recent market movements, earnings season insights, and the impact of macroeconomic factors on stocks and sectors. Hosts discuss the rapid market rally, sector performances, and the surprising reactions to layoffs and company pivots, providing valuable analysis for investors.

This episode covers recent market reactions to geopolitical developments, the impact of ceasefire agreements on various sectors, and upcoming economic indicators and earnings reports. The hosts analyse market volatility, central bank policies, and investment strategies amid ongoing geopolitical tensions.

Join Sam North as he discusses the reaction to Oil prices plunging lower after positive geopolitical developments.

This episode provides a comprehensive overview of current market conditions, investor sentiment, and upcoming earnings reports. Hosts discuss recent market rallies, the impact of geopolitical events, and strategies for navigating volatility, offering valuable insights for investors looking to understand short-term fluctuations and long-term opportunities.

Join eToro’s latest Investment Outlook as our analysts break down the key themes shaping markets in the months ahead. From the path for interest rates and inflation, to opportunities beyond mega-cap tech, crypto, commodities and global equities, we explore where investors may want to focus in a more selective market environment.

In this episode, Sam and Bret analyze the latest retail investor survey, discussing market trends, AI stocks, commodities, and geopolitical concerns. They explore how retail investors are adjusting their strategies amid market volatility and geopolitical tensions, offering insights into current investment behaviours and future outlooks.

This episode looks into the current market conditions, central bank policies, geopolitical impacts, and investment strategies amidst volatility.

This episode covers the recent volatile market movements, focusing on oil price swings, central bank decisions, and the impact of geopolitical events. The team analyse market reactions, discuss Oracle's earnings, and explore future economic implications.

This episode explores market volatility, geopolitical impacts, and investment strategies amid unpredictable events. The team discuss recent market movements, including oil, gold, stocks, and cryptocurrencies, offering insights for traders and investors.

Join Sam North as he discusses the reaction to Oil prices spiking higher over the weekend

In this episode of Market Bites, the hosts discuss Nvidia's latest earnings report, highlighting the impressive growth and market reactions. They delve into the key figures from the report, investor sentiment, and the broader implications for the tech sector, particularly in relation to AI advancements. The conversation also touches on valuation metrics and what to expect in the coming weeks regarding economic indicators and market dynamics.

In this episode of Market Bites, the hosts discuss the current earnings season, highlighting strong performances from various companies while noting extreme stock reactions. They delve into the upcoming Nvidia report, emphasizing its potential impact on the market, particularly for AI companies. The conversation also touches on Apple's strategic approach to AI spending compared to its competitors, suggesting a calculated wait-and-see strategy. Overall, the episode provides insights into market dynamics, sector rotations, and investment strategies amidst fluctuating economic conditions.

Join Sam North as he discusses the recent continued selloff in Microsoft

In this episode of Market Bites, the hosts discuss the latest retail investor survey results, highlighting the evolving behaviours and mindsets of retail investors. They explore how retail investors are becoming more engaged, disciplined, and diversified in their investment strategies, moving away from the stereotype of 'dumb money.' The conversation also touches on generational differences in investment habits, the impact of technology on investing, and the global nature of retail investor evolution. Overall, the discussion emphasizes the importance of understanding retail investor sentiment and behaviour in today's market.

In this episode of Market Bites, the hosts discuss the recent earnings report from Alphabet, focusing on their ambitious CAPEX plans and the implications for investors. They also explore the current challenges facing the software sector, particularly in light of recent market volatility and shifting investor sentiment. The conversation wraps up with predictions for the broader market, emphasizing the importance of patience and strategic investment during turbulent times.

In this episode of Market Bites, the hosts discuss the current busy earnings season, focusing on big tech companies and their performance. They explore the implications of AI spending, the dynamics of the commodities market, and the current state of Bitcoin. The conversation highlights the importance of understanding market trends and adapting investment strategies accordingly.

Join Sam North as he discusses the recent sell-off in health insurance stocks

In this episode of Market Bites, the team discuss the current market sentiment, focusing on Netflix's recent earnings report and the implications of its acquisition of Warner Brothers. They explore the risks associated with the acquisition, investor sentiment, and the valuation of Netflix in the context of broader market trends. The conversation also touches on the performance of small-cap stocks and the overall economic factors influencing market dynamics.

Join Sam North as he discusses the continued sell-off in Netflix after their Q4 Earnings Report fails to impress investors.

In this episode of Market Bites, the hosts discuss the ongoing earnings season, focusing on bank stocks and their performance, the implications of a proposed credit card interest rate cap, and the latest inflation data. They also analyse Meta's current market position and future prospects, highlighting the challenges and opportunities within the financial landscape.

In the first Market Bites episode of 2026, the hosts discuss the current state of the market, focusing on precious metals, the MAG-7 stocks, and the impact of media sentiment on investments. They explore the potential for beaten down stocks and the importance of diversification and growth potential in investment strategies.

In this episode of Conversations with Leaders, we speak with Jaime Rogozinski, the founder of WallStreetBets, about the rise of meme stocks and the moment retail traders changed Wall Street. Jaime shares how WallStreetBets really started, the role of Roaring Kitty, the GameStop surge that shocked the market, and where the meme stock phenomenon — and retail investing — is heading next.

In this episode of Market Bites, Neža and Bret dig into the latest macro data shaping market sentiment, from retail sales and unemployment figures to the highly anticipated CPI release. They give a brief market check in as 2025 unfolds, focusing on what surprised them the most this year. The conversation then shifts beyond the near term as they share their views, and bold bets on what could become the key drivers of markets in 2026. For a full episode on Youtube - https://youtu.be/qeIdeoevKYM?si=TAimjZORYISddr32

In this episode of Market Bites, Neza and Brett Kenwell discuss the latest retail investor sentiment survey conducted by eToro, which reveals insights from 11,000 investors across 13 countries. They explore the overall optimism among retail investors, the risks they perceive, the impact of interest rates on their portfolios, and the differing perspectives of younger and older investors. The conversation highlights a balance between optimism and realism as investors prepare for the upcoming year, emphasizing the importance of understanding market dynamics and risks. For a full episode on Youtube: https://youtu.be/IKU4dp19VUA?si=gTGeFLleNuRE2OLY

In this episode of Market Bites, hosts Bret Kenwell and Neza discuss the recent Fed rate cuts, the implications for the economy, and the impact of Oracle's earnings report on the AI market. They explore the challenges the Fed faces in balancing inflation and employment, the cautious sentiment among investors regarding AI stocks, and the potential future trends in the market as AI continues to evolve. For a full episode on youtube - https://youtu.be/qKSpoWtvnys?si=59lUvKjFhAiz-tfA

Markets enter 2026 with stabilizing growth, easing inflation, and expectations for lower rates. Our global analyst team breaks down the shifts in earnings, policy cycles, sector leadership, crypto structure, and liquidity that could define the coming year. 👀 What do we cover in the webinar? - Diversification, Sector Rotation, and Selective Hedging - Moderate global growth, lower inflation and lower rates benefit risky assets - EV, AI and Crypto power hunger: alternative energy investments tailwind - AI & tech arms race continues: opportunities beyond mega-cap - USD weakness to continue but more bumpy

In this episode of Market Bites, the hosts discuss the latest trends in the market, focusing on the significant rise of silver and its factors, the influence of the US dollar on commodities, the debate over the MAG-7 and MAG-8, and the correlation between crypto and equities. The conversation highlights the dynamics of the market and offers insights into investment strategies.

The conversation delves into the current state of the bull market, emphasizing the foundational elements such as AI and earnings growth. It highlights the resilience of the economy and consumer confidence, while also addressing the need for clarity on certain economic talking points as the year progresses. The discussion notes a significant earnings growth that surpassed expectations, indicating a strong market outlook.

Join Sam North as he discusses the recent move higher in NVIDIA following their earnings

In this conversation, the team discusses the nature of market corrections, emphasizing that they are a normal part of market behaviour rather than a crisis. They highlight the historical frequency of corrections in the SP500 and the common desire among investors to time the market perfectly, which is often unrealistic.

The conversation explores the impact of earnings reports on stock prices, highlighting the significant drop in shares for companies that miss expectations and the minimal rise for those that exceed them. It emphasizes a growing caution among investors, particularly in the technology sector, despite ongoing interest in AI.

Join Sam North as he discusses the recent move higher in Lemonade Inc.

Join Sam North as he discusses the recent sell-off in Duolingo and asks the question whether buyers will get involved after shares drop 25%

In this episode of Market Bites, the team discuss the latest trends in the market, focusing on the weight loss industry and the performance of key players like Novo Nordisk and Eli Lilly. They also delve into Palantir's recent earnings report and the market's reaction, emphasizing the importance of understanding market dynamics and the potential ripple effects of emerging trends. The conversation highlights the balance between personal life and investing, especially for new parents, and concludes with thoughts on future market developments.

Join Sam North as he discusses whether Palantir will keep moving lower after its earnings report, or whether the bulls will take back control again.

In this episode of Conversations with Leaders, Sam and Jean-Paul speak with Marc Hijink, a financial journalist and author, about ASML, a pivotal player in the semiconductor industry. They discuss ASML's history, its unique culture, the impact of management changes, and the future of the semiconductor market, especially in light of AI advancements. The conversation also touches on Nexperia, a semiconductor company facing strategic challenges.

Join Sam North as he discusses whether Gold and Silver can continue pushing higher?

In this conversation, Sam and Bret discuss the current state of the financial markets, focusing on the upcoming earnings season, recent market volatility, and the influence of celebrities on stock prices. They share personal updates, insights on market trends, and the potential impact of Taylor Swift's new program on Disney's stock. The discussion emphasizes the importance of patience and strategic thinking for investors during volatile times.

In this episode of Market Bites, hosts Sam and Josh discuss the latest trends in the stock market, focusing on AMD's significant partnership with OpenAI and the implications for the tech industry. They also explore the current state of the Dollar, Gold, and Bitcoin, highlighting the shift in investor confidence. The conversation shifts to Ferrari's upcoming Capital Markets Day, where the company will unveil its plans for electric vehicles and discuss its pricing strategy amidst changing market dynamics.

Welcome to eToro's 'Quarterly house View' as we enter the last 3 months of the year. Our analyst team review the previous quarter whilst previewing what to expect as we get into the back end of the year. Can the rally continue? What are the risks? What sectors might surprise investors, and how conditions vary in different regions of the world.

In this episode of Market Bites, Josh and Sam discuss two of the biggest companies in the world, Meta & Costco.

In this conversation, Sam North discusses the nuances of investing in companies like Nvidia and Spotify, emphasizing the psychological aspects of investment decisions and the implications of CEO stock transactions. He highlights the common belief that a CEO's stock purchase signals confidence in the company, while sales can indicate various motivations. The discussion reflects on market reactions to these signals and the broader implications for investors.

In this episode of Market Bites, Sam North and Brett Kenwell discuss the latest retail investor sentiment based on a survey of 10,000 retail investors across 12 countries. They explore key findings regarding investor confidence, the US dollar's status as a global reserve currency, sentiment towards tech stocks, diversification in investment portfolios, challenges in understanding investment concepts, and the growing role of AI in investing. The conversation highlights the optimism among retail investors and the evolving landscape of investment strategies.

In this episode of the Market Bites podcast, hosts Sam North and Josh Gilbert discuss the recent Apple event and its implications for the tech giant, as well as the upcoming US CPI report and its potential impact on the economy. They explore Apple's product releases, including the new iPhone models and AirPods, and analyze the current economic landscape, focusing on inflation and job market trends.