Adapting to the changing world order

Show notes

The markets are dancing to a wild tune this week. The S&P 500 wobbled after mixed US data. Energy swings continue, fueled by headlines about Venezuela’s oil and other happenings on the geopolitical scene. Also, the White House is stepping into corporate affairs in ways that make investors squirm — from Nvidia’s China sales to defence dividends. Elsewhere, tensions rise as China restricts exports to Japan, hitting semiconductors and rare-earth materials, while gold quietly ticks higher as uncertainty grows. Turkey, for example, is putting a tracking system on every piece and bar of gold sold in the country to trace an asset that’s gaining a strategic importance. What a time to be alive!

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Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.