IBKR Podcasts

Sector Rotation Takes the Wheel

Markets are adjusting as rising yields and persistent inflation reshape investor expectations, driving capital out of big tech and into more defensive and cyclical sectors. Scott Bauer joins Jeff Praissman to break down what’s behind the rotation, how institutional investors are positioning and what key data points could steer markets next.

Warsh or Peace? Markets Decode the Fed Nomination

In this episode of the IBKR Podcast, Steve Sosnick, Chief Strategist at Interactive Brokers, and Jose Torres, Senior Economist, break down the market reaction to Kevin Warsh’s Fed nomination. They examine whether Warsh is a policy hawk, a political pragmatist, or something in between, and what his potential influence means for interest rates and investor expectations heading into the second half of the year.

What Does Japan’s Snap Election Mean for Markets?

From political strategy to market impact, this IBKR episode explores how Japan’s snap election could reshape bonds, FX, and equities. Nicholas Ng unpacks the policy signals driving the “Japan trade” and what investors should be watching next.

Is the Global Economy Set for a 2026 Rebound?

As global markets move into 2026, investors are watching rate cuts, fiscal policy and artificial intelligence reshape the growth outlook. Nasdaq's Michael Normyle breaks down the economic tailwinds and market dynamics that could define the next global growth cycle.

Is Big Tech Reclaiming the Throne?

Big Tech is showing renewed strength as market leadership broadens beyond a narrow group of names. In this IBKR Podcast episode, Kevin Davitt of Nasdaq joins Andrew Wilkinson to break down what’s driving the rally, the role of semiconductors, consumer resilience and whether Big Tech is reclaiming its place at the center of market influence.

Is Silver Ready to Outrun Gold?

Jeff Praissman is joined by Will Rhind of GraniteShares to break down the evolving relationship between gold and silver, and why silver may be positioned to outperform in the current macro environment. From industrial demand and supply deficits to real rates, dollar weakness, and geopolitical risk, they explore whether silver’s long-awaited catch-up trade is finally underway.

Is Open Interest the Missing Signal in Options Trading?

Is open interest the overlooked signal that reveals where real risk and conviction are building in the options market? Market Chameleon’s Dmitry Pargamanik and Will McBride break down how traders can interpret open interest alongside volume and implied volatility to better understand positioning, sentiment, and price discovery.

Can Markets Shrug Off Tariffs and Tensions?

As global trade tensions resurface, markets are once again reacting to headlines around tariffs, geopolitics, and policy signals from abroad. Jeff Praissman sits down with Scott Bauer of Prosper Trading Academy to break down what’s moving markets, what investors should watch next and whether earnings and economic data can steady the ship.