Podcast The mix by SILEX by SILEX Episodes

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	Title	Pub. Date	Duration
	👀 Tous les regards tournés vers le rapport sur l'emploi américain	07 Oct 2024	00:07:07
Semaine #41. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Retrouvez également le Silexpresso, et bien plus encore, sur l’app my_SPARK : https://go.silex-partners.com/download/my_SPARK_app Hosted on Ausha. See ausha.co/privacy-policy for more information.
	🇨🇳 Chine : des annonces destinées à soutenir l'économie et les marchés	30 Sep 2024	00:08:47
Semaine #40. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Retrouvez également le Silexpresso, et bien plus encore, sur l’app my_SPARK : https://go.silex-partners.com/download/my_SPARK_app Hosted on Ausha. See ausha.co/privacy-policy for more information.
	📉 Le ralentissement du marché de l’emploi soutient les taux US	08 Jul 2024	00:05:21
Semaine #28. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Retrouvez également le Silexpresso, et bien plus encore, sur l’app my_SPARK : https://go.silex-partners.com/download/my_SPARK_app Hosted on Ausha. See ausha.co/privacy-policy for more information.
	📣 The US Federal Reserve intends to go slower, but not lower !	07 Nov 2022	00:04:46
Week #45. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	📣 Plus lentement, mais toujours aussi sûrement...	07 Nov 2022	00:05:00
Semaine #45. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	👉 Le "dilemme croissance-inflation" devient réel en Europe.	31 Oct 2022	00:04:54
Semaine #44. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	👉 The "growth-inflation dilemma" becomes real in Europe.	31 Oct 2022	00:04:31
Week #44. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	🏠 Récession immobilière aux États-Unis et inertie de l'inflation	24 Oct 2022	00:04:35
Semaine #43. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	🏠 US housing recession and inflation inertia	24 Oct 2022	00:04:26
Week #43. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	❗ La période reste turbulente : encore un chiffre d'inflation élevé aux États-Unis et de la volatilité en Europe !	17 Oct 2022	00:05:03
Semaine #42. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	❗ Turbulent times: another strong US inflation and more volatility in Europe !	17 Oct 2022	00:04:29
Week #42. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	🔚 Les banquiers centraux peuvent-ils encore nous surprendre négativement ?	10 Oct 2022	00:02:38
Semaine #41. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	🔚 Have we finally reached peak hawkishness?	10 Oct 2022	00:02:32
Week #41. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	⛏️ Matières premières : une thématique attractive pour le S2 sur les marchés actions	01 Jul 2024	00:04:20
Semaine #27. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Retrouvez également le Silexpresso, et bien plus encore, sur l’app my_SPARK : https://go.silex-partners.com/download/my_SPARK_app Hosted on Ausha. See ausha.co/privacy-policy for more information.
	🔍 Que se passe-t-il au Royaume-Uni et pourquoi est-ce important ?	03 Oct 2022	00:04:32
Semaine #40. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	🔍What’s happening in the UK and why does it matter?	03 Oct 2022	00:04:12
Week #40. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	💥Global assault on inflation, central banks go all in !	26 Sep 2022	00:03:52
Week #39. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	💥 Assaut global contre l'inflation : les banques centrales donnent tout !	26 Sep 2022	00:03:48
Semaine #39. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	📈 We are talking US inflation and Eurozone slowdown this morning !	19 Sep 2022	00:03:45
Week #38. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	📈 Nous parlons inflation américaine et ralentissement européen ce matin !	19 Sep 2022	00:03:43
Semaine #38. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	🎤 We are talking central banks and monetary policy today !	12 Sep 2022	00:03:37
Week #37. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	🎤 Nous parlons banques centrales et politique monétaire aujourd'hui !	12 Sep 2022	00:03:54
Semaine #37. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	Ep. 1 - What do academics think about crypto and its potential?	01 Jul 2022	00:39:48
A SILEX podcast on digital assets & cryptocurrencies by Friedrich Herzog, Crypto Strategy Manager at SILEX. In each episode we meet with industry experts for a wide-ranging conversation on topics related to crypto assets📔 Our guest today : José Parra-Moyano is an assistant professor for blockchain and digitalization at the Copenhagen Business School and holds a PhD in Management and Economics from the University of Zurich. He has been listed as FORBES 30 UNDER 30 and was appointed as Global Shaper by the World Economic Forum. He is also a Research Fellow at the Blockchain Centre of the University College in London. In this episode : How José discovered crypto and why he became interested in conducting research in this field? What is the state of blockchain research and what are the general views from academics about the future of the technology? Putting the speculative behavior of the recent years aside, what are the real promises of this technology and is it as “disruptive” as its proponents often argue The Information on this podcast is provided for educational, informational, and entertainment purposes only, without any express or implied warranty of any kind, including warranties of accuracy, completeness, or fitness for any particular purpose. The Information contained in or provided from or through this podcast is not intended to be and does not constitute financial advice, investment advice, or any other advice. The Information on this website and provided from or through this podcast is general in nature and is not specific to you the user or anyone else. You should not make any decision, financial, investment, or otherwise, based on any of the information presented on this website without undertaking independent due diligence and consultation with a professional broker or financial advisory. You understand that you are using any and all Information available on or through this podcast at your own risk. RISK STATEMENT Investment in Bitcoins and other alternative cryptocurrencies induces risks, that may not be suitable for all people. Anyone wishing to invest should seek his or her own independent financial or professional advice. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	A, B, C ou D : quelle est la note carbone de vos investissements ?	23 May 2022	00:05:59
Interview podcast de Céline Jaquelin, notre Responsable du développement commercial - Institutionnels & Corporates, dans Patrimoine 24. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	🏦 La banque nationale Suisse surprend les investisseurs	24 Jun 2024	00:04:29
Semaine #26. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Retrouvez également le Silexpresso, et bien plus encore, sur l’app my_SPARK : https://go.silex-partners.com/download/my_SPARK_app Hosted on Ausha. See ausha.co/privacy-policy for more information.
	Late cycle tipping points	11 May 2022	00:02:27
A SILEX Equity podcast by Emeline Ozhan, Thematic Equity Strategy Manager at SILEX - Recorded: 10/05/2022 Transcript : Hi everyone, I am Emeline Ozhan, Thematic Equity Strategy Manager, at SILEX. And we are the 10th of May. In April, we were forced to acknowledge that the late cycle economic phase had begun, and as such we prepared to enter an entirely new business cycle. On the back of the economic transition, this cycle could be more inflationary with both energy and labor more expensive and scarcer. The supply chain constraints and COVID crisis have paved the way for the simplification of the global supply chains from a security and environmental perspective. High inflation also prompts higher interest rates. In the short term, this has translated into high pressure on the equity markets. We expect this trend to continue for a few months before stabilizing. During this transition phase, quality - stable – and margin generative companies should be more resilient. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	❓ Why has the growth outlook become our main concern?	25 Apr 2022	00:04:02
Week #17. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views, by Maxime Alimi, our Head of Macro & Allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	❓ Pourquoi la croissance est devenue notre inquiétude principale ?	25 Apr 2022	00:04:03
Semaine #17. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	🔄 Back to micro! What to watch during the upcoming earnings season?	19 Apr 2022	00:04:40
Week #16. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views, by Maxime Alimi, our Head of Macro & Allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	🔄 Retour à la micro ! Que surveiller pendant la saison des résultats ?	19 Apr 2022	00:04:42
Semaine #16. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	📆 How likely is a recession over the coming year? Some thoughts.	11 Apr 2022	00:04:33
Week #15. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views, by Maxime Alimi, our Head of Macro & Allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	📆 Une récession est-elle probable dans les 12 prochains mois ? Quelques idées.	11 Apr 2022	00:04:40
Semaine #15. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	👉 Let's turn to the equity market: dynamics, outlook and positioning.	04 Apr 2022	00:04:15
Week #14. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views, by Maxime Alimi, our Head of Macro & Allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	👉 Place au marché actions. Dynamique, perspectives et positionnement.	04 Apr 2022	00:04:23
Semaine #14. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	📈 Some thoughts on rates and the yield curve today!	28 Mar 2022	00:05:14
Week #13. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views, by Maxime Alimi, our Head of Macro & Allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	🧩 Le retour du risque de fragmentation financière	17 Jun 2024	00:06:39
Semaine #25. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Retrouvez également le Silexpresso, et bien plus encore, sur l’app my_SPARK : https://go.silex-partners.com/download/my_SPARK_app Hosted on Ausha. See ausha.co/privacy-policy for more information.
	📈 On parle marchés de taux et courbe aujourd'hui !	28 Mar 2022	00:04:51
Semaine #13. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	🍴 On the menu this week: Ukraine, the Fed and China.	21 Mar 2022	00:05:02
Week #12. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views, by Maxime Alimi, our Head of Macro & Allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	🍴 Au menu cette semaine : Ukraine, la Fed et la Chine.	21 Mar 2022	00:05:11
Semaine #12. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	Big week ahead: the war in Ukraine intensifies and the Fed meets	14 Mar 2022	00:04:45
Week #11. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views, by Maxime Alimi, our Head of Macro & Allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	Grosse semaine : intensification de la guerre en Ukraine et réunion de la Fed	14 Mar 2022	00:04:39
Semaine #11. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	Ukrainian shock	09 Mar 2022	00:02:43
A SILEX Equity podcast by Emeline Ozhan, Thematic Equity Strategy Manager at SILEX - Recorded: 08/03/2022 Hosted on Ausha. See ausha.co/privacy-policy for more information.
	A lot to catch up on this week with the war in Ukraine: central scenario, risks and market implications	07 Mar 2022	00:05:07
Week #10. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views, by Maxime Alimi, our Head of Macro & Allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	Beaucoup de choses à rattraper cette semaine avec la guerre en Ukraine : scénario central, risques et implications pour les marchés.	07 Mar 2022	00:05:22
Semaine #10. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	What a week! Let's discuss US inflation and escalation of the Ukraine crisis	14 Feb 2022	00:04:42
Week #7. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views, by Maxime Alimi, our Head of Macro & Allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	Quelle semaine ! Implications de l'inflation américaine et de l'escalade des tensions en Ukraine	14 Feb 2022	00:04:55
Semaine #7. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	📊 Point sur les indicateurs macroéconomiques	10 Jun 2024	00:04:41
Semaine #24. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Retrouvez également le Silexpresso, et bien plus encore, sur l’app my_SPARK : https://go.silex-partners.com/download/my_SPARK_app Hosted on Ausha. See ausha.co/privacy-policy for more information.
	Pulse check on the earnings season	09 Feb 2022	00:03:21
A SILEX Equity podcast by Emeline Ozhan, Thematic Equity Strategy Manager at SILEX - Recorded: 08/02/2022 Hosted on Ausha. See ausha.co/privacy-policy for more information.
	What did the ECB do to euro fixed income?	07 Feb 2022	00:04:24
Week #6. Every Monday morning we serve the SILEXpresso, a 3 minutes vocal digest on our macro and allocation views, by Maxime Alimi, our Head of Macro & Allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
	Qu'est ce que la BCE a fait à l'obligataire européen ?	07 Feb 2022	00:04:43
Semaine #6. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.

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