INSIGHTS
Insights.
My perspectives on finance, strategy, leadership and technology, brought together across articles, videos and conversations.
14 insights
Equity Calm and the Risks Beneath It
An equity rally can coexist with a more complicated risk picture. This episode examines bond yields, geopolitical scenarios and Türkiye-specific stress beneath apparently calm markets.
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Reading Market Pricing Across Bonds, BIST and Crypto
This episode brings bond-market pressure, BIST 100, precious metals and crypto regulation into one discussion of what global and local asset prices are reflecting.
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