IBKR Podcasts

Markets on Edge: Energy Surges as Conflict Escalates

Markets reacted swiftly to rising geopolitical tensions as energy stocks surged and volatility returned to Wall Street. Longtime collaborator and friend of the show, Scott Bauer, joins our IBKR Podcast to discuss the global market reaction, the outlook for the VIX and the key economic data investors are watching next.

The Tulip Bubble: When Flowers Cost More Than Houses

In the 1630s, tulip bulbs in the Netherlands became more valuable than homes, wages, and entire farms, sparking one of history’s most infamous speculative frenzies. In this special IBKR Podcast, we explore how Tulip Mania unfolded, why rational investors got swept up in the madness, and what modern markets can still learn from a flower-fueled financial bubble.

Dual Mandate Dilemma: Inflation vs. Jobs Amid AI Investment, Slowing Hiring, and Rate-Cut Uncertainty

Jeffrey Praissman sits down with Michael Normyle, NASDAQ’s economist, to unpack the Fed’s latest message—and why balancing inflation and employment has gotten harder. They discuss AI data-center investment and why it boosts growth more than jobs, how reduced immigration changes the “break-even” pace of hiring, what’s driving today’s uncertainty, and why small businesses feel higher rates more than large caps.

Is AI Casting a Cloud Over Investors?

Artificial intelligence is driving markets, but is it also creating uncertainty for investors? Andrew Wilkinson sits down with Kevin Davitt, Head of Index Options Content at Nasdaq, to discuss whether recent market rotation reflects healthy broadening or a cloudier outlook ahead.

The Global Shift Away from Paper Money

Why are investors around the world moving away from paper money and toward hard assets? In this episode, IBKR's Elizaveta Gridneva speaks with CME Group economist Erik Norland about the growing role of gold and silver amid rising global deficits, central bank rate cuts, and geopolitical uncertainty.

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.