Digest & Invest by eToro | Insights on Trading, Markets, Investing & Finance
575 episodes - English - Latest episode: 4 days ago - ★★★ - 2 ratingsHear the latest financial news in a fun and digestible format. A must-listen for anyone interested in trading, investing, markets, crypto and finance. Brought to you by global multi-asset investment platform eToro.
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Episodes
DV099 - Big changes to US markets plumbing & the AI earnings test for Microsoft and Alphabet
April 25, 2024 06:00 - 5 minutes - 4.66 MBUS markets dominate the world, making next month's trade settlement change and 24/7 trading proposals important for everyone. We preview the AI earnings head-to-head between Mag-7's Microsoft and Alphabet.
MB193: Tesla, Meta & 24/7 Trading
April 24, 2024 12:00 - 25 minutes - 23.7 MBIn this conversation, Sam and Neža discuss Tesla, Meta and whether 24/7 trading would be a good or bad thing
MB192: Tesla, Meta & 24/7 Trading
April 24, 2024 12:00 - 25 minutes - 23.7 MBIn this conversation, Sam and Neža discuss Tesla, Meta and whether 24/7 trading would be a good or bad thing
TT041: Tesla & GM Report, Who Will Win The EV Battle
April 24, 2024 09:27 - 8 minutes - 8.05 MBIn this episode, Sam North looks at $TSLA & $GM's chart after they reported their Q1 Earnings Reports
DV098 - Implications of the thawing IPO winter & Meta AI-driven results preview - Daily financial outlook - April 24th
April 24, 2024 06:48 - 4 minutes - 3.9 MBThe recovery of IPO activity is a mixed blessing of new investor choices but a growing supply overhang. We also preview the estimated profits doubling from Meta results.
DV097 - Coffee the latest agricultural rally & Previewing Tesla's results - Daily financial daily - April 23rd
April 24, 2024 06:47 - 4 minutes - 4.05 MBCoffee prices are up 25% this year and consumers likely to pay more as Starbucks to Nestle pull the price lever further. Investors should focus on Tesla's results auto profitability and mass-EV development decision to try and turn around the stock.
DV096 - Implications of the out-of-synch global economy & The three keys to markets this week - Daily financial outlook - April 22
April 22, 2024 06:00 - 5 minutes - 4.56 MBA forecast out-of-synch US economic slowdown at same time as European recovery to drive higher volatility, search for hedge assets, and demand for cheap cyclicals. The keys this week are big tech earnings, US exceptionalism data, the Bitcoin halving reaction and Earth day.
SB017: Analysing Tesla Stock in 2024 - Is it still Magnificent?
April 22, 2024 05:34 - 35 minutes - 81.3 MBTake a deep dive into Tesla stock in 2024. We examine Tesla's recent business activity, why shares have faltered in 2024 and what’s next for the business.
DV095 - Heavy lifting from Magnificent 7 earnings & Start of world's biggest election - Daily financial outlook - April 18th
April 19, 2024 06:00 - 4 minutes - 3.85 MBMost of the US big tech 'Magnificent-7' stocks report next week, doing the heavy-lifting with profits seen +37% vs -3% for rest of S&P 500. The world's biggest election kicks off in India with market valuations and investor sentiment justifiably high.
DV094 - The return of currency volatility & Europe's luxury earnings outlook - Daily financial outlook - April 18th
April 18, 2024 06:00 - 4 minutes - 4.04 MBThe US dollar is rallying and currency volatility picking up from lows, pressuring emerging market and carry-trade currencies. We also dissect LVMH's luxury earnings and look ahead to the rest of the sector.
MB191: Higher For Longer, Netflix Earnings & Market Pullbacks
April 17, 2024 09:14 - 29 minutes - 28.4 MBIn this conversation, Sam, Josh, and Neža discuss higher for longer rates, Netflix earnings, and market pullbacks.
TT040: ASML Shares Drop, But Did The Market Overreact?
April 17, 2024 08:07 - 6 minutes - 6.47 MBIn this episode, Sam North looks at ASML's chart after their share price moved lower following their Q1 earnings report.
DV093 - Don't fear the overdue stocks pullback & Netflix's big tech earnings start - Daily financial outlook - April 17th
April 17, 2024 06:00 - 4 minutes - 4 MBS&P 500 typically see's three 5% pullbacks a year. We are on the cusp of one now but it shouldn't be feared. Plus outlook for Netflix's strong 50% profits surge to start big tech earnings.
DV092 - The 'chameleon' gold and silver rally & EV industry cost cuts - Daily financial outlook - April 16th
April 16, 2024 04:42 - 4 minutes - 3.72 MBGold and silver prices have soared on the search for geopolitical and inflation protection but these are not secure foundations. Whilst Tesla to BP slash EV costs even as their growth ambitions remain. Welcome to "The Daily Voice" - eToro's daily financial outlook In this podcast, you'll receive valuable insights from eToro's global analyst, Ben Laidler, on the significant daily financial news, all within a concise time frame of under 5 minutes. You can also read Ben's daily blog here. Yo...
DV091 - Weaker seasonality is coming & The 3 keys for this week
April 15, 2024 06:00 - 4 minutes - 4.15 MBWeaker 'sell in May and go away' seasonality is coming, with average monthly performance from the 15 major global markets falling from 1.2% to a barely positive 0.1%. Whilst we preview the three keys this week of 1) reassuringly low Q1 earnings estimates, 2) Saturdays Bitcoin halving supply/demand squeeze, and 3) China's 5% GDP growth Q1 report. Welcome to "The Daily Voice" - eToro's daily financial outlook In this podcast, you'll receive valuable insights from eToro's global analyst, Ben L...
DV090 - Bank Opportunities & ECB's Solo Move - April 12th Finance
April 12, 2024 04:07 - 4 minutes - 3.6 MBUS banks start the global earnings season today but European banks are the bigger opportunity with more growth and profitability. Whilst the ECB prepares to go-it-alone and cut interest rates on June 6th, a particular positive for the region's stock markets. Welcome to "The Daily Voice" - eToro's daily financial outlook In this podcast, you'll receive valuable insights from eToro's global analyst, Ben Laidler, on the significant daily financial news, all within a concise time frame of under...
CWL051: Managing The Highs And Lows Of Trading with Matt 'PAX' Kenah
April 11, 2024 08:35 - 40 minutes - 33.4 MBIn this episode, Matt Kenner shares his journey in the world of trading, from starting as a runner to becoming a top paid arbitration clerk.
BTC007: From Skepticism to Validation: Bitcoin's ETF Journey
April 11, 2024 07:56 - 20 minutes - 28.2 MBIn our latest episode, Pomp and Will look at the post-ETF impact, offering insights into Bitcoin's institutional validation, the impact of passive flows on volatility, and the societal trends influencing memecoins. Tune in for another fascinating exploration into the future of Bitcoin.
DV089 - Commodity Rally & US Inflation Reaction - April 11th Finance
April 11, 2024 04:46 - 5 minutes - 4.86 MBThe commodity rally is broadening from oil to gold and copper as demand improves, supply tight and investors looking for inflation hedges. But a better but not great outlook. Markets reacted poorly to a third hot US inflation report but can likely live with a stronger-for-longer economy. Welcome to "The Daily Voice" - eToro's daily financial outlook In this podcast, you'll receive valuable insights from eToro's global analyst, Ben Laidler, on the significant daily financial news, all within...
MB190: US CPI, Bank Earnings & Jamie Dimon's Letter To Shareholders
April 10, 2024 10:28 - 27 minutes - 22.5 MBIn this conversation, Sam, Josh, and Neza discuss the upcoming US CPI release, bank earnings, and Jamie Dimon's letter to shareholders
DV088 - Key Market Insight & Shell's Bold Move - April 10th finance
April 10, 2024 05:33 - 4 minutes - 4.01 MBA feared upside surprise in today's US inflation report risks higher bond yields and a painful tipping point for stock valuations. Whilst Shell's threat to leave UK and list in US is both logical and threatening. Welcome to "The Daily Voice" - eToro's daily financial outlook In this podcast, you'll receive valuable insights from eToro's global analyst, Ben Laidler, on the significant daily financial news, all within a concise time frame of under 5 minutes. You can also read Ben's daily blo...
SB015: Meta Stock Analysis | Big Tech $META
April 09, 2024 07:10 - 26 minutes - 60.5 MBTake a deep dive into #Meta, the fifth-largest stock on the S&P500 and a powerhouse in the world of tech and social media. In this episode, we uncover Meta’s fundamentals, market challenges, and potential valuation, all while exploring what's ahead for Meta stock in 2024, and its competition.
DV087 - Bitcoin vs Ethereum & Signs of Real Estate value - Daily financial outlook - March 9th
April 09, 2024 04:06 - 4 minutes - 4.3 MBCrypto is the best performing, smallest, youngest, and most retail dominated asset class with key halving and ethereum spot ETF catalysts looming. Bitcoin has led whilst Ethereum is the contrarian play. The heavily-indebted listed real estate has been the worst performing sector this year, but Blackstone's 25% premium bid for Air Communities is an interesting sign of underlying value. Welcome to "The Daily Voice" - eToro's daily financial outlook In this podcast, you'll receive valuable ins...
DV086 - Q1 Earnings kick·off & Top Financial Events - Outlook, Mar 8
April 08, 2024 04:30 - 5 minutes - 4.48 MBQ1 earnings season starts Friday, is the next market catalyst, and crucially important with valuations high and rate cuts delayed. We expect an upside surprise. It's one of the three keys this week, alongside the most important number in markets (US inflation) and the ECB meeting. Welcome to "The Daily Voice" - eToro's daily financial outlook In this podcast, you'll receive valuable insights from eToro's global analyst, Ben Laidler, on the significant daily financial news, all within a con...
DV085 - Rising US valuation risks + Today's important jobs report
April 05, 2024 05:52 - 4 minutes - 3.75 MBS&P 500 valuation is back above average levels and at a record 40% premium to our fair-value indicator as bond yields rose. This puts pressure on the earnings recovery to keep delivering and supports our rotation to cheaper 'insurance' assets. Plus why today's US jobs report is the potential missing link to the Fed cutting interest rates in June. Welcome to "The Daily Voice" - eToro's daily financial outlook In this podcast, you'll receive valuable insights from eToro's global analyst, Ben ...
Q005: eToro's Q2 - 2024 Investment Outlook
April 04, 2024 07:44 - 36 minutes - 29.6 MBBe the first to know what investors like you are expecting from the upcoming quarter. Tune in to the eToro summary as Sam North discusses it all with Neža Molk, Bret Kenwell and Ben Laidler. www.etoro.com
DV084 - Oil Prices Rebound to $90: Impact on Oil Stocks - Financial Outlook, April 4th
April 04, 2024 04:41 - 4 minutes - 4.38 MBBrent crude oil has rebounded to $90 as OPEC squeezes supply and demand recovers with cheap big oil stocks leading recent stock market gains. Yet it's not all good news for investors, as higher Brent will sap OPEC unity and energy sector earnings are held back by low natgas and refining margins. NOTES Welcome to "The Daily Voice" - eToro's daily financial outlook In this podcast, you'll receive valuable insights from eToro's global analyst, Ben Laidler, on the significant daily financial n...
MB189: Tesla Deliveries, Gold Record Highs & Levi's Earnings Report
April 03, 2024 08:49 - 33 minutes - 29 MBSam, Josh, and Neza discuss various topics including Tesla's disappointing vehicle delivery numbers, the rise in gold prices, and the upcoming earnings report for Levi's.
DV083 - High flying BEACH stocks & China's economic recovery - Daily financial outlook - April 3rd
April 03, 2024 06:34 - 4 minutes - 3.62 MBTravel & tourism stocks outpace big-tech as they see a 'new normal' of demand catch up and supply-constrained pricing power, from hotels to airlines and Mexico to Spain. Today's China services PMI could validate the recovery in manufacturing sector and industrial profits and stocks' stealth rebound.
CWL050: Crypto Space with Yoni Assia, Pedro de Noronha, Andrew Rosener & Fransico Gordillo
April 02, 2024 09:32 - 1 hour - 61.1 MBYoni Assia, Pedro de Noronha, Andrew Rosener and Fransico Gordillo join Sam North, Simon Peters and Mati Alon to discuss all things Crypto
DV082 - Fear OF Missing Out & The three keys to watch this week
April 02, 2024 06:43 - 4 minutes - 3.61 MBOur investor sentiment indicator has surged to the highest in two years and is another sign we are due a pullback, which should not be feared. We also look ahead to the three inflation, earnings, and oil key events this week. Welcome to "The Daily Voice" - eToro's daily financial outlook In this podcast, you'll receive valuable insights from eToro's global analyst, Ben Laidler, on the significant daily financial news, all within a concise time frame of under 5 minutes. You can also read Be...
DV081 - Our Q2 markets outlook & Anatomy of a strong Q1 - Financial Brief, Mar. 29
March 29, 2024 09:55 - 5 minutes - 4.66 MBEarnings season, interest rate cuts, and elections are the Q2 drivers of a likely more subdued second quarter for stocks, but with the bull market resting on firm pillars. Comes after a strong start to the year with healthy broadening of performance outside of tech and the US.
SB014: Booking Holdings Stock Analysis | Hospitality Powerhouse
March 28, 2024 14:10 - 23 minutes - 17.5 MBOne more episode condensing hours of analysis into under 20 minutes! Delve into the world of @booking.com , which is a foremost player in the online hospitality marketplace. In this episode, we explore the core aspects of Booking, its challenges within the market, and its potential valuation, especially in the wake of the conclusion of the COVID nightmare. #etoro #BOOKINGSTOCK #BKN $BKN #ai #hospitality #hotel @bookingcom @etoro @expediauk Make sure you subscribe and follow eToro ...
DV080 - High Cocoa Prices & Trump Media Surge - Financial Outlook, Mar. 28
March 28, 2024 06:50 - 4 minutes - 4.11 MBCocoa prices are twice all-time-highs, in time for Easter. High volatility comes with the territory in commodities, and usually leads to a plunge. But cocoa may follow OJ in being the supply-driven exception. We also explain the surge in loss-making's Trump Media SPAC listing, on election politics and short covering, not a return to meme-driven markets. Welcome to "The Daily Voice" - eToro's daily financial outlook In this podcast, you'll receive valuable insights from eToro's global analys...
Retail Investor Beat Survey Q1 2024
March 27, 2024 12:48 - 17 minutes - 15.8 MBSam and Ben review eToro's latest retail investor beat survery and discuss the findings.
DV079 - Retail investors love crypto, tech & AI + Big tech lessons from credit card and housing deals - Daily financial outlook - Mar. 27th
March 27, 2024 05:14 - 4 minutes - 3.95 MBResults from our global retail investor survey show strong preferences for crypto, tech, and more looking to buy AI stocks. Plus recent legal settlements with the US credit card and real estate industries are a good omen for big tech anti trust fights.
DV078 - What retail investors are thinking & UK stocks finally coming in from the cold - Daily financial outlook - Mar. 26th
March 26, 2024 06:00 - 4 minutes - 3.45 MBResults from our proprietary global survey of 10,000 retail investors show they are growing, bullish on tech, looking to rotate to other assets, and voting with their portfolios. Plus the two unfolding catalysts for long-suffering UK stocks.
DV076 - Cash on the sidelines + The 3 keys for this week - Daily financial outlook - Mar. 25th
March 25, 2024 06:00 - 4 minutes - 4.07 MBThe significant levels of cash on the sidelines, from institutional and retail investors, will be a cushion to any inevitable stock market pullbacks. We look at the three keys for the shortened week ahead, from US PCE inflation, to earnings, and quarter end.
DV075 - Cereals commodity rout winners and losers + Importance of Switzerland's rate cut - Daily financial outlook - Mar. 22
March 22, 2024 06:00 - 4 minutes - 3.97 MBWheat, corn, and soybean prices have plunged, a relief to inflation and emerging market consumers but problem for farmers and suppliers. We explain the four reasons Switzerland's rate cut was the most important of the central bank moves this week.
TT039: Micron Trades To New Highs As It Exceeds Expectations & Has Positive H2 Outlook
March 21, 2024 10:31 - 6 minutes - 6.16 MBIn this episode, Sam North looks at Micron's chart after it beat their expectations on their latest earnings report
DV074 - Spin offs back in fashion + Todays PMI and Bank of England events - Daily financial outlook - Mar. 21st
March 21, 2024 06:00 - 3 minutes - 3.03 MBSpin offs, from Unilever to GE, are back in fashion even as new conglomerates, from big tech to private equity, see a stealth comeback. And we look to today's potential Europe PMI recovery and UK interest rate pull forward.
MB188: Central Banks, Lululemon & Market Sell-offs
March 20, 2024 08:56 - 30 minutes - 29.3 MBSam, Josh and Neža discuss Central Bank meetings, Lululemon's earnings report and how to deal with market sell-offs
DV073 - Buyback and dividends comeback + Fed decision day - Financial markets outlook - Mar. 20th
March 20, 2024 06:00 - 3 minutes - 3.26 MBHigh dividend and especially share buyback investment styles are coming back into fashion as profits recover and interest rates set to fall. Investors are braced for a more hawkish outlook from today's Fed monetary policy meeting. Markets can take it.
SB013: Nvidia Stock Analysis | AI Insights
March 19, 2024 22:59 - 33 minutes - 76 MBTake a deep dive into #Nvidia, the 3rd largest stock on the S&P500 and a powerhouse in the world of AI. In this episode, we uncover Nvidia's fundamentals, market challenges, and potential valuation, all while exploring what's ahead for Nvidia stock in 2024, and its competition.
DV072 - Stock turnarounds are difficult & Reddit's IPO - Daily financial outlook - Mar. 19th
March 19, 2024 06:00 - 3 minutes - 2.95 MBInvesting in stock turnrounds is tougher than it seems, whilst our analysis shows corporate bond fallen angels may be easier. Whilst unprofitable social media platform Reddit is the latest to test the IPO market, and due to start trading tomorrow.
DV071 - The Bitcoin and gold rally + The 3 key events this week - Daily financial outlook - Mar. 18th
March 18, 2024 06:00 - 4 minutes - 3.83 MBBitcoin being driven by a classic supply and demand squeeze whilst gold faces a generational demand divide. Plus the central bank deluge, Nike and Fedex results, and NVIDIA developer conference key events this week.
DV070 - The global debt mountain mixed blessings + Triple witching's volume surge - Daily financial outlook - Mar. 15th
March 15, 2024 06:00 - 5 minutes - 4.02 MBGlobal debt levels equal an eye-watering $39,000 per person and explain many of the world's macro issues, from Japan's negative interest rates to China's lukewarm stimulus. Today's US triple-witching is one of the four biggest traded volume days of the year.
DV069 - Currency carry trade down not out + Adobe's AI earnings - Daily financial outlook - Mar. 14
March 14, 2024 06:00 - 4 minutes - 3.66 MBThe highly successful currency 'carry trade' strategy, that helped everyone from US dollar to Brazilian Real, faces challenges but this is also throwing up new opportunities. We preview software application giant Adobe's results as it looks to narrow the AI gap.
MB187: US CPI, Adobe & Markets At All-Time-Highs
March 13, 2024 10:54 - 30 minutes - 28.4 MBSam, Josh and Neža discuss US CPI, Adobe and which markets are at their all-time-highs
DV068 - The widening earnings quality gap + Europe's less-bad earnings season - Daily financial outlook - March 13th
March 13, 2024 06:00 - 5 minutes - 4.3 MBThe widening gap between reported earnings and company-adjusted earnings is becoming a worry. Whilst Europe's less-bad Q4 earnings are driving a rare outperformance of the S&P 500 this year.