HeyJaredMarket Flash - ENG
The podcast for those who want to stay informed about financial markets, presented by Alberto Tocchio, Head of Global Equity and Thematics at Kairos Partners SGR.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 8, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
Market Flash of September 8, 2026 (opens the original)
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Equity markets weather the summer on record earnings, but attention shifts to AI’s return on capital, bond yields, and mounting logistical tensions in the energy sector ahead of winter. In this episode: An exceptional yet under-rewarded reporting season: Q2 earnings are growing, yet the market’s reaction remains cautious—why? Risk shifts to the bond market: capital becomes a contested resource once again. Portfolios and seasonality: low volatility offers an attractive opportunity to add protecti
Market Flash of July 21, 2026 (opens the original)
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In this episode: Correlations have collapsed and leadership is broadening: the S&P 500 held up despite a sharp semiconductor correction, a sign that the market is starting to distinguish between companies building AI infrastructure and those able to actually monetize it. A pivotal earnings season is underway: after 27% earnings growth in Q1, consensus expects 22-24% growth in Q2, but the market's real question is shifting from "how much will you spend" to "when will you see a return on that spen
Market Flash of July 7, 2026 (opens the original)
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MARKET FLASH — JULY 7, 2026 Markets are entering a new phase of the AI race: after the infrastructure investment boom, investors are starting to ask who will actually be able to monetize it. Meanwhile, Europe is back in the spotlight, driven by a mix of reforms, geopolitics and cooling inflation. In this episode: AI enters its "second phase": after the race to build chips, memory and data centers, the market is now focused on who can turn these investments into real revenue. The Magnificent Seve
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