IBKR Podcasts

Matt Cashman, options industry educator with the Option Industry Council and OCC, explains short-dated options mechanics. He compares American vs European exercise rules. He unpacks AutoX and broker contra-exercise windows. He highlights idiosyncratic risks in single-stock zero DTEs and where ETFs and index options fit.

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.

Markets reacted swiftly to rising geopolitical tensions as energy stocks surged and volatility returned to Wall Street. Longtime collaborator and friend of the show, Scott Bauer, joins our IBKR Podcast to discuss the global market reaction, the outlook for the VIX and the key economic data investors are watching next.

A lively look at how tulip bulbs became status symbols and sparked a speculative frenzy. The story covers exotic tulips, a virus that made rare patterns, and how informal futures markets and tavern trading fueled price mania. It traces the sudden crash, legal chaos over contracts, and historians who question how big the damage really was.

Jeffrey Praissman sits down with Michael Normyle, NASDAQ’s economist, to unpack the Fed’s latest message—and why balancing inflation and employment has gotten harder. They discuss AI data-center investment and why it boosts growth more than jobs, how reduced immigration changes the “break-even” pace of hiring, what’s driving today’s uncertainty, and why small businesses feel higher rates more than large caps.

Kevin Davitt, Head of Index Options Content at Nasdaq, explains market shifts and tech trends in a concise, sharp conversation. He explores AI-driven investor anxiety and its effect on software and jobs. He compares index performances, highlights rotation into semiconductors and small caps, and frames whether current moves signal healthy broadening or a clouded outlook.

Why are investors around the world moving away from paper money and toward hard assets? In this episode, IBKR's Elizaveta Gridneva speaks with CME Group economist Erik Norland about the growing role of gold and silver amid rising global deficits, central bank rate cuts, and geopolitical uncertainty.

Markets are adjusting as rising yields and persistent inflation reshape investor expectations, driving capital out of big tech and into more defensive and cyclical sectors. Scott Bauer joins Jeff Praissman to break down what’s behind the rotation, how institutional investors are positioning and what key data points could steer markets next.

In this episode of the IBKR Podcast, Steve Sosnick, Chief Strategist at Interactive Brokers, and Jose Torres, Senior Economist, break down the market reaction to Kevin Warsh’s Fed nomination. They examine whether Warsh is a policy hawk, a political pragmatist, or something in between, and what his potential influence means for interest rates and investor expectations heading into the second half of the year.

Nicholas Ng, Head of Asia-Pacific Wealth at Daiwa Asset Management, offers market-focused analysis of Japan’s snap vote. He breaks down party strategy and timing. He maps signals for bonds, FX and equities. He highlights how fiscal plans could lift yields, keep the yen soft, and favor certain stock sectors.