IBKR Podcasts

Join host Elizaveta Gridneva as she sits down with Nicholas Ng of Daiwa Asset Management to unpack Japan’s potential shift toward higher interest rates. Together, they explore what a BOJ hike could mean for yields, market sentiment, and the strategies investors across Japan and the Asia-Pacific region are gravitating toward.

Join host Andrew Wilkinson and guest Alex Gunz as they explore whether aging power grids and legacy infrastructure can sustain the explosive growth of AI, robotics, and future technologies. From data deluges to energy bottlenecks, they break down the challenges and opportunities shaping the next decade of innovation.

In this engaging conversation, Dovile Silenskyte, Director of Digital Assets Research at WisdomTree Europe, explores the compelling reasons to integrate crypto assets into investment portfolios. She highlights the benefits of a small allocation, addressing volatility and diversification. Dovile breaks down the recent crypto flash crash, differentiates blockchain use cases, and discusses how Bitcoin's dominance affects the market. With practical advice for skeptical investors, she emphasizes the importance of careful analysis before diving into the crypto space.

Kevin Davitt, Head of Index Options Content at NASDAQ, shares his insights on market dynamics as year-end approaches. He discusses the optimism surrounding December and the implications of NASDAQ 100 strength, while warning of potential risks like Broadcom's earnings and Japan's carry trades. Davitt dives into volatility trends, urging traders to be strategic with hedging. He also explores the evolving role of crypto as a risk barometer and the challenges posed by yen-funded carry trades in today's market.

An in-depth conversation with Abra CEO and Founder Bill Barhydt about the recent groundswell of interest in U.S. dollar-backed stablecoins. We also explore how U.S. legislation might impact market and monetary policy , innovation, the future of banking, wealth management, and more!

Join options traders Dmitry Pargamanik and Will McBride from Market Chameleon as they dissect the ins and outs of straddle strategies. They delve into when to buy or sell volatility and share essential filters for identifying optimal straddle candidates. The duo highlights various event-driven catalysts that can ignite option volatility beyond earnings, alongside practical insights into managing risks for short straddles. Listeners will learn to navigate time decay dynamics and the importance of qualitative factors, like biotech risks and corporate events.

Steve Sosnick, Chief Market Strategist, shares insights on recent Fed discussions and how they impact market dynamics. He explains the shift in rate-cut odds following John Williams' comments and analyzes the implications of tech giants' AI spending. Sosnick questions the productivity of massive AI investments despite strong cash flows, and identifies chipmakers like NVIDIA as key beneficiaries. He also discusses potential dissent within the FOMC and what that could mean for December trading, highlighting critical factors investors should watch.

Michael Normile, a market analyst at NASDAQ, digs into the widening wealth gap and its impact on consumer behavior. He explains the K-shaped economy, where affluent households thrive on asset gains while lower-income families face financial strain. Normile details how inflation hits essentials harder for those struggling and highlights trends in spending shifts. He also discusses rising debt pressures on the less affluent and the new trend of earlier investing in lower-income groups. The conversation touches on the broader implications of inequality on housing and financial mobility.

Gerry Perez, CEO of IBKR UK, champions financial literacy through innovative tools and programs. He discusses the alarming costs of financial illiteracy and shares insights on initiatives like the Student Trading Lab and InvestMentor app, designed to empower users of all ages. Gerry highlights the importance of practical education and lifelong learning, emphasizing the UK’s upcoming mandate for financial education in schools. He also reveals how AI tools can guide both beginners and seasoned investors in navigating portfolios.

Join financial experts Harry Figgie, a Partner at Greenwich Wealth Management; Jeff Zipper, Senior VP at Fifth Third Private Bank; and Michael Larson, VP at The Money Show, as they dive into the world of forecast contracts. Harry unveils systematic trading strategies while Jeff tackles client concerns about AI and market volatility. Michael emphasizes direct market expressions and shares his macro outlook on commodities and crypto. Together, they explore innovative ways to leverage prediction markets for better portfolio strategies.