IBKR Podcasts

The Jobs Report Threw Us a Curveball?

In this episode, Senior Economist Jose Torres and Chief Strategist Steve Sosnick break down the unexpected strength in the U.S. labor market, the implications for interest rates, and the global impact of economic data. They also explore stock market reactions, Middle East tensions, and China's stimulus measures, providing valuable insights for investors navigating today's complex financial landscape.

Navigating Cybersecurity in the Age of AI

In this episode, Andrew Wilkinson speaks with Alexander Gunz, Fund Manager at Heptagon Capital, about the evolving cyber security landscape. They explore the growing risks posed by AI advancements, the increasing scale of cyber threats, and how businesses and investors can navigate these challenges in both public and private sectors.

Global Markets Unplugged: Europe, The Fed, and Future Trends

Join host Andrew Wilkinson as he discusses the latest economic trends with CME Group’s Chief Economist, Erik Norland. In this episode, they explore the impact of U.S. Federal Reserve rate cuts, European market shifts, and the future of inflation across the UK and Eurozone.

Equities and Treasuries Historic Rate Cut Reactions

Michael Normyle – Nasdaq’s US Economist joins IBKR’s Jeff Praissman to discuss the stock market and Treasuries historical reactions to rate cuts.

The Fed's Next Move: Unpacking Economic Projections with Rareview Capital

Join Andrew Wilkinson and Neil Azous, CIO of Rareview Capital, as they dissect the latest economic shifts ahead of the FOMC meeting. From anticipated interest rate cuts to global market reactions, they explore key insights on inflation, unemployment, and market dynamics. Tune in for expert analysis and actionable strategies for investors navigating today's complex financial landscape.
 

Jensen Huang > Jerome Powell

In this episode of the Interactive Brokers podcast, Andrew Wilkinson sits down with Chief Strategist Steve Sosnick to analyze the market's reaction to the recent Trump-Harris debate, discuss the implications of the latest economic data on Fed policy, and explore the dynamics of small caps, tech stocks, and financial sectors. Listen in for insights on how these factors are shaping investor sentiment and market trends.

A Farmer’s Nightmare

Crop conditions have never been better. But that’s not necessarily good news for farmers. Dan Basse, CEO of AgResource, joins IBKR’s Andrew Wilkinson to discuss.

Jobs Friday Unlocked Painful De-Inversion

Andrew Wilkinson and Jose Torres sit down to talk about last Friday's Jobs report and the painful de-inversion that occurred across the 2- and 10-year Treasury maturities. Historically, the development has been met with an economic downturn and traders are certainly taking notice with risk assets off their recent highs. Still, the weaker-than-expected employment figures carried some strength under the hood, namely an increasing labor force, slipping joblessness and accelerating wages which is keeping the Fed on track for 25 in September rather than 50.