IBKR Podcasts

From CRISPR breakthroughs to AI-powered drug discovery, longevity science is moving from myth to marketplace. Host Andrew Wilkinson sits down with Alex Gunz, Portfolio Manager at Heptagon Capital, to explore how innovations in genomics, stem cells, and personalized medicine could redefine healthcare — and reshape the investment landscape. Discover why the race to extend lifespan may also unlock new long-term returns.

Markets may be climbing a wall of worry, but investors continue to swing past bad news — chasing dips, ignoring danger, and riding momentum through uncertainty. In this week’s Midweek Market Update, the “Spider-Man Market” takes center stage as Andrew Wilkinson, Steve Sosnick, and Steve Sears unpack why every headline seems bullish and how retail traders are reshaping the landscape.

AI is reshaping global markets, but where should investors place their bets — with agile startups or established tech giants? In this episode, Andrew Wilkinson speaks with Max Chen of Etna Capital and Derek Yan of KraneShares about the risks, returns, and portfolio strategies for navigating the AI revolution.

China is rewriting its growth story – shifting from real estate reliance to innovation, AI, and green tech. In this episode, Xiaolin Chen of KraneShares joins host Andrew Wilkinson to break down China’s latest policy shifts, trade dynamics, and the upcoming Five-Year Plan shaping the global economy.

AI’s explosive growth comes with a hidden cost: staggering capital expenditures, soaring energy demands, and concentrated data center risks. Economist Michael Normyle joins Jeff Praissman to break down whether artificial intelligence is powering progress — or overloading the system.

Markets continue to grind higher, but beneath the surface, volatility remains surprisingly subdued. Scott Bauer joins Jeff Praissman to discuss bond yields, small-cap struggles, oil swings, sticky inflation, and whether the VIX is about to reemerge from hiding.

The Federal Reserve’s latest rate cuts echo the policy missteps of the 1970s, when easy money fueled runaway inflation and market turmoil. CME Group economist Erik Norland joins Andrew Wilkinson to discuss the risks of history repeating itself as investors chase gold, crypto, and tech.

In this engaging discussion, Kevin Davitt, Head of Index Options Content at Nasdaq, shares his insights on Fed policy and labor market dynamics. He predicts a modest market reaction and dives into the implications of the latest dot plot for investors. Kevin explains how large-cap tech stocks are navigating interest rate changes and highlights the labor market's influence on future market directions. Additionally, he discusses why the cadence of earnings is unlikely to significantly impact options volumes, providing a comprehensive view of current trends.

Tyler Wood, an expert from the Chartered Market Technicians Association, joins to dissect today’s market momentum. They discuss rate cuts by the Fed and the interplay between bond yields and investment strategies. The conversation shifts to the tech sector, examining the impact of mega-cap stocks and potential small-cap rebounds. Wood highlights caution signals in the stock market and insights on commodities, particularly the dip in lumber prices and opportunities in gold. Exciting trends in semiconductors and upcoming global investment insights round out the discussion.

Jeff Praissman sits down with Scott Bauer of Prosper Trading to unpack Oracle’s unexpected rally, the resilience of the AI trade, and what it all means for investors this September. They also dive into jobs data, inflation numbers, and how the Fed’s next move could shape markets heading into year-end.