IBKR Podcasts

Markets are swinging sharply as headlines and social media posts appear to drive sudden surges and reversals. We break down whether this is a headline-driven market, what weakening technicals signal, and why the 200-day moving average matters now.

China’s economy is pivoting toward automation and AI as policymakers push for greater innovation and self-reliance. Brendan Ahern of KraneShares joins IBKR’s Elizaveta Gridneva to discuss the rise of humanoid robotics and why embodied AI could become the country’s next major growth engine.

Oil prices have surged amid escalating conflict with Iran, raising concerns about supply disruptions through the critical Strait of Hormuz and the broader impact on global markets. We break down what the latest geopolitical developments could mean for oil prices, inflation and the balance between fear and FOMO driving investor behavior.

Markets are rattled as geopolitical risk collides with stubborn inflation and rising interest rates. In this episode of the Cents of Security Podcast, host Mary MacNamara is joined by Jose Torres, Senior Economist at Interactive Brokers, to break down what’s driving the latest volatility—from surging oil prices and elevated yields to weakening AI momentum and cracks in private credit. They unpack why traditional safe havens aren’t behaving as expected, how investors are positioning beneath the surface, and what China’s slowing growth means for global demand.

Platinum and palladium are often overshadowed by gold and silver, but tightening supply, shifting auto demand, and renewed industrial momentum may be changing the story. We explore whether these overlooked precious metals are positioned for a breakout in a world balancing EV adoption and macro uncertainty.

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.

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.