Hosted by Unknown Host · 🇺🇸 US · EN · 33 episodes
Established thought leaders with verified media credentials.
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.
Unknown Host hosts Market Flash - ENG, a business show with 33 episodes published.
Global equity markets continue to navigate turbulent waters, as artificial intelligence reshapes economic fundamentals while new macro pressures force central banks and investors alike to rewrite the rulebook. In this ep
The rally over the past two months has been extraordinary but beneath the surface, imbalances are emerging that are worth understanding. In this episode: The rally hides a record concentration: the ten largest S&P compan
In this episode: S&P 500, Nasdaq and Semiconductors have staged an extraordinary rally from their March lows (+17%, +27% and +65%), fueled by record systematic fund flows, gamma squeeze dynamics and buybacks, but the ral
EMAIL SUBJECT: Market Flash – April 28, 2026 — New US highs, but beneath the surface the system is fragile MARKET FLASH – APRIL 28, 2026 In this episode: The S&P 500 and Nasdaq hit new all-time highs, driven by positioni
In this episode: The S&P 500 and Nasdaq posted seven consecutive up days while Europe recorded its strongest single-day rally since March 2022. The rebound has been rapid, almost V-shaped, but the backdrop remains far mo
In this episode: The past two weeks have marked a sharp acceleration: what was once a choppy sea has turned into a full-blown storm. March is closing with one of the worst combined performances for equities and bonds sin
In this episode:Recent weeks have confirmed an increasingly complex market environment. Despite some signs of apparent geopolitical easing, macro markets continue to signal greater tension than what is reflected in equit
In this episode: The apparent stability of the S&P 500 is masking a far more complex reality. Since the start of the year, the index has been trapped in a relatively narrow 6,800–7,000 range, but beneath the surface disp
In this episode: Six weeks into the year, markets have already gone through an extremely intense phase, marked by rapid rotations, frequent leadership changes, and strong volatility beneath the surface.Despite the S&P 50
In this episode: After one of the strongest starts to the year on record, markets are showing the first signs of a pause, without undermining the underlying message: 2026 is shaping up to be the year of broader participa
In this episode: The year opens with a strong start for markets after a challenging December: the historically positive signal from the first days of the S&P 500 reinforces the core message from the end of 2025, namely t
In this episode: We are approaching the end of an extraordinary year, while looking ahead to a 2026 that is likely to be more volatile but potentially richer in opportunities, provided portfolios are managed with a more
In this episode: After weeks of warning signals, a sharp correction has arrived, concentrated in the most crowded trades: The Momentum factor is down 25% from its highs and Bitcoin has erased all year-to-date gains, whil
In this episode: We’ve entered the final stretch of an exceptional year, but signs of change are multiplying. After six consecutive months of gains, the S&P 500 is showing its first cracks: extreme concentration in the “
In this episode: The market remains solid but increasingly selective, with rising volatility forcing several funds to cut exposure through ETFs. In the United States, signs of stress are emerging in private credit and am
In this episode: September surprised everyone with the strongest S&P 500 performance in fifteen years: six consecutive months of gains and a full-on melt-up phase, fueled by strong volumes, record flows into leveraged ET
In this episode: The MSCI World ends September up +35% from April lows, powered by the AI boom that lifted giants like Intel, Nvidia, Micron, and Alibaba. The “Magnificent 7” now account for over 40% of the S&P 500, but
In this episode: The S&P 500 keeps climbing, up more than 30% in just five months, driven by the AI boom and “mechanical” flows such as buybacks and systematic funds. Oracle shocked markets with a +36% move in a single d
In this episode: August turned out to be anything but calm, with the S&P 500 rallying 30% from its April lows. Systematic funds, retail investors, and corporate buybacks fueled “forced” buying that supported the market i
In this episode: The Nasdaq continues to hit new all-time highs, with AI firmly established as the driving force behind the rally. Nvidia, Meta, and Microsoft are leading the tech sector, while alternative assets like go
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Market Flash - ENG is hosted by Unknown Host. The show is categorised under Business (investing) and has published 33 episodes.
Market Flash - ENG has published 33 episodes.
Market Flash - ENG regularly covers Business, Investing, News. It sits in the Business category, with a investing focus.
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Market Flash - ENG hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
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