Marex Market Pulse Podcast

The latest episode of Market Pulse explores the key takeaways from LME Week and the outlook for base metals heading into 2027.

Marex Metals Researcher Ian Roper discusses topics including US copper tariff uncertainty, aluminium supply challenges and nickel market dynamics.

The latest episode of Market Pulse looks beyond crude prices to explore how disruption across global energy markets is increasingly being felt in refined products, freight, and supply chains.

Nathaniel Cockburn, Head of Freight at CSC, is joined by Sasha Foss, Energy Analyst at CSC, to discuss the pressure on diesel and middle distillates, changing global trade flows, strategic reserves and the growing importance of alternative shipping routes and energy choke points.

What should businesses do now to get on top of FX risk?

In this episode of the Marex Market Pulse podcast, Mark Palmer, CEO of FX Europe at Marex, explores how businesses can take a more proactive approach to FX risk management amid currency volatility, changing interest rates, geopolitical tensions, tariffs and supply chain disruption.

Rather than reacting to individual exposures, businesses need to understand their wider risk environment, establish an appropriate risk appetite and align key stakeholders around a clear strategy.

From entering new markets to managing exposure across FX, interest rates, commodities and supply chains, this episode looks at what finance leaders should have on their radar, how risk can affect margins and cash flow, and why waiting for the perfect moment to act can itself create risk.

Topics covered include:

• How businesses' approach to risk has changed since the pandemic
• Why FX should be considered alongside interest rates, commodities and supply chains
• How to establish an appropriate risk appetite and align stakeholders
• Why hedging is about more than simply protecting against downside
• The risks of waiting for the right market conditions to act
• How businesses can uncover exposures they may not initially recognise
• The financial considerations when entering new markets
• How CFOs can balance margin and cash flow with wider growth ambitions
• Where businesses can start when reviewing their risk management strategy

Why has crypto underperformed despite record institutional adoption? What role will AI play in the future of digital assets? And what should investors be watching over the next 12 months?

In this episode of Marex Market Pulse, Ilan Solot, Senior Global Market Strategist at Marex, explores the key trends shaping today's crypto markets and digital asset ecosystem.

The discussion covers institutional participation, market structure, decentralised finance (DeFi), AI-powered blockchain applications, investor access, regulation, quantum computing risks and where opportunities may emerge across the digital asset landscape.

Whether you're a crypto-native investor, institutional participant or simply interested in the future of finance, this episode provides practical insights into one of the market's most rapidly evolving asset classes.

SpaceX's IPO wasn't just the largest listing in history. It was also the first truly global retail offer, giving individual investors access alongside institutions.

In this episode of Marex Market Pulse, Verity Viola-Heir is joined by Joe Winkley, Head of Corporate Services, and Sophia Bechev, Head of WRAP Execution, to discuss how Winterflood, a division of Marex, helped bring this landmark transaction to UK retail investors through the UK's Public Offer Platform (POP) regime and the Winterflood Retail Access Platform (WRAP).

Watch to learn how the transaction was executed, the role of retail investors in modern capital markets, and what this could mean for future IPOs.

What's driving the next phase of US power markets?

In this episode of the Marex Market Pulse podcast, Mindy Yajko, Head of US Power Sales at Marex, explores the key forces reshaping US power markets, from accelerating AI and data centre demand to evolving weather patterns, natural gas dynamics and regional infrastructure constraints.

As electricity demand growth accelerates, market participants are navigating a rapidly changing landscape where long-term load growth, generation development and transmission limitations are increasingly influencing pricing and volatility across key US power markets.

Topics covered include:

• The impact of AI and data centres on power demand forecasts
• Long-term load growth and market implications
• Transmission constraints and regional infrastructure challenges
• Weather-related risks and power market volatility
• The role of natural gas and Henry Hub pricing
• Opportunities and challenges across PJM, NYISO and ISO-NE

This episode provides expert insight into the structural trends transforming US power markets and what they mean for traders, investors, utilities and energy market participants.

How are regulation and clearing shaping the future of digital assets markets?

In this episode of the Marex Market Pulse podcast, Terry Hollingsworth (Global Head of Futures and OTC Clearing Sales) and Walter Cegarra (Head of Institutional Solutions and Co-Head of Crypto Trading) explore the rapid evolution of digital assets as they become increasingly institutionalised.

As the market matures, focus is shifting towards infrastructure, regulation, liquidity and capital efficiency. This episode examines how these forces are driving institutional adoption and reshaping how digital assets are traded, cleared and financed.

Topics covered include:

• The role of regulation in building institutional confidence
• Why clearing infrastructure is critical in digital assets markets
• The growing use of stablecoins for settlement and collateral
• Capital efficiency, financing and cross-margining opportunities
• The convergence of traditional finance and digital assets

This episode provides a practical view of the structural trends shaping digital assets markets and how institutions are navigating this rapidly evolving asset class.

What is driving demand in structured products markets in 2026?

In this episode of the Marex Market Pulse podcast, Joost Burgerhout, Head of Marex Financial Products, explores the key trends shaping structured products markets, from higher interest rates and persistent volatility to the growing impact of AI.

As investors balance the search for yield with a more defensive mindset, demand for customised and capital-protected solutions continues to grow. This episode examines how market conditions, technology, and investor behaviour are evolving across global structured products markets.

Topics covered include:

• How structured products are used for yield, protection and tailored exposure
• The impact of higher rates and market volatility on pricing and demand
• Growing interest in autocallables, AI-linked and crypto-linked products
• How AI is transforming pricing, risk management and client engagement
• Regional growth trends across Asia and US markets

This episode provides a clear overview of the structural trends shaping structured products and what investors should watch in 2026.

How could the UK elections impact financial markets?

In this episode of the Marex Market Pulse podcast, Kerry Briscoe is joined by James Nation (Managing Director of UK Politics at Forefront Advisors) to explore how evolving UK political dynamics could influence market sentiment, gilt yields, and fiscal policy.

With rising geopolitical tensions and a more fragmented domestic political landscape, investors are closely watching how upcoming UK elections may shape volatility, policy direction, and broader economic stability.

Topics covered:

• UK elections and market implications
• Political fragmentation and rising smaller parties
• Impact on gilt yields and fiscal policy outlook
• Short-term volatility vs long-term stability
• Key timelines and political risks to watch

This episode provides expert insight into how political developments intersect with financial markets — helping investors and market participants navigate uncertainty.

What's driving volatility in European gas markets?

In this episode of the Marex Market Pulse podcast, Ben Samuel, Editor of Energy Markets, explores the key forces shaping European gas markets as LNG flows, geopolitical developments, and infrastructure risks continue to influence pricing and supply dynamics.

With global competition for LNG intensifying and markets highly sensitive to disruption, participants are closely watching how supply risks, storage levels, and international demand are evolving across regions.

Topics covered include:

• The role of LNG in balancing European gas markets
• How infrastructure risks and disruptions affect pricing and volatility
• Global competition for LNG and its impact on trade flows
• The resilience of European gas markets following recent shocks
• The outlook for supply, demand, and market stability

This episode provides market-focused insight into the key risks and opportunities shaping European gas and LNG markets in 2026.