Mathieu Racheter
Head of Equity Strategy Research who discusses earnings season developments and equity market drivers, with a focus on sector-level results and AI-related capex trends.
Best podcasts with Mathieu Racheter
Ranked by the Snipd community
Oct 28, 2025 • 15min
Wall Street hits record highs ahead of key earnings and central bank decisions
Joining the discussion are Lucija Caculovic, who provides insightful market commentary, Mathieu Racheter, an expert in equity strategy, and Manuel Villegas, a crypto analyst. They dive into the surge of global equity markets driven by US-China trade optimism and record highs in tech stocks like Qualcomm and AMD. Lucija also discusses the sharp pullback in gold and oil prices, while Mathieu highlights strong earnings and sector performance. Manuel examines October's crypto sell-off, linking it to event-driven volatility and macroeconomic factors.
May 27, 2025 • 12min
What we learnt from an unusual Q1 earnings season
Mathieu Racheter, Head of Equity Strategy Research at Julius Baer, shares his insights on the unusual Q1 2025 earnings season shaped by tariff disruptions and market uncertainties. He highlights how most companies exceeded expectations despite cautious investor sentiment. Racheter discusses the impacts on capital expenditures, particularly in the semiconductor sector, and offers strategies for navigating a volatile technology market. He also delves into opportunities in undervalued regions and the shifting dynamics toward software investments.
