Greg Boutle
BNP Paribas equities and derivatives strategist offering market outlooks and analysis of equity volatility, positioning and earnings-driven price action.
Top 3 podcasts with Greg Boutle
Ranked by the Snipd community
12 snips
Nov 10, 2025 • 27min
Investor Optimism Rises as Shutdown Deal Appears Close
Tali Leger, Chief Market Strategist at Wealth Consulting Group, discusses how easing inflation and rising profit margins bolster the bull market narrative. Amanda Lynam from BlackRock highlights a surge in big tech debt issuance and its strategic implications. Greg Boutle of BNP Paribas analyzes market sentiment, pinpointing recent turbulence as a strong earnings season enhances analyst forecasts. Together, they explore credit quality, sector strategies, and the impact of AI on investment trends, offering insights into the evolving market landscape.
7 snips
Nov 10, 2025 • 5min
Single Best Idea with Tom Keene: Amanda Lynam & Greg Boutle
Amanda Lynam from BlackRock delves into why tech giants are issuing debt despite holding hefty cash reserves, examining the nuances of capital structure. Greg Boutle of BNP Paribas dissects recent equity volatility, attributing it to market positioning while noting a rise in next-year earnings forecasts. Their insights shed light on the intriguing dynamics of corporate finance and market behavior, making for a compelling dialogue on the current economic landscape.
Sep 12, 2023 • 44min
Surveillance: JPM's Michele on the Fed
Bob Michele from JPMorgan Asset Management suggests Fed may need to push the economy into recession before cutting rates. Bill Dudley criticizes the Fed's proposal to increase capital requirements for major banks. Greg Boutle explains why he abandoned his 11% drop prediction for the S&P. Francisco Blanch sees Brent Crude at $90 next year. Bhakti Hansoti compares Covid to the flu.
