The decanted portfolio

By Nico and Basti

A podcast run by friends, sommeliers and investors, where we discuss about our favorite wines, share tasting notes, and talk about our startup adventure in the fields of investing. What?! Why such an ... more

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FAQs about The decanted portfolio:

How many episodes does The decanted portfolio have?

The podcast currently has 40 episodes available.

The decanted portfolio episodes:

November 28, 2025 Singapore's Decanter wine tour 2025
Bastien has been at the Decanter wine show at Singapore meeting over the week-end several great wine producers from key global regions - from New Zealand's Cloudy Bay to Spain's Aalto.
He has a lot to share, tune in!
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13min
November 28, 2025 Champagne, what else?!
Did you know that Bastien, co-founder of Pantarai, worked in a champagne house a few years ago? In this episode we'll deep-dive into champagne grapes, sub-regions, how to consume, recommended bottles but also why global financial markets have been so bubbly in the last week up to the end of November 2025.
Enjoy.
Disclaimers apply.
...more
29min
November 27, 2025 Quick zoom on Southern Rhone
Here's a quick episode discussing the split of the beautiful Rhone region between North and South, and the lesser-known if stellar sub-regions in the South that are Gigondas, Vacqueyras and Beaumes-de-Venise, the latter known for its sweet wines but to be mentioned for its jammy, elegant reds.
Enjoy!
...more
16min
November 21, 2025 St. Emilion, Malbec and AI bubble gossip
Bastien and Nico discuss about the latest wave of NVIDIA earnings (very positive, but) unable to stop fears of an AI bubble (companies over-investing) that is rattling financial markets.
With those moody, fascinating, incongruent market moves we have selected and discussed the character of Bordeaux (St Emilion) , Cahors and Argentinean Malbec wines.

And we debunk a couple of wrong myths on how to consume wine.

Enjoy!
...more
48min
January 18, 2025 4 | Choppy markets and our experiments
Markets have turned for the worst since December 2024 and the upcoming US administration - about to start - has left many doubts around the policies they will implement. Will 2025 be a good or a bad year for markets? Anything can happen. Meanwhile, we share the latest experiments we are doing with our autonomous investment system.
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23min
December 29, 2024 3 | 2024 in review - for Pantar.ai & for markets
We go through our first year of full time work for the start-up and what has happened in markets so far, and what to expect next in 2025.
...more
31min
December 07, 2024 2 | Buffet rising cash & our investment process
Why is Warren Buffet raising cash instead of re-investing in US stocks? Does he know something that we don't ?

In this second episode, we'll do a market overview and we'll discuss which process how our AI expert system follows to invest in the right assets at the right time.
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20min
November 07, 2024 1 | Intro & US elections
In this episode we introduce our work and who we are, we talk about US elections and their impact on financial markets, and what our intelligent software is saying. Enjoy!
...more
24min
October 18, 2023 Ep. 26 - How are markets dealing with the emerging conflict in the Middle East?
In this video we discuss what has been the reaction of financial markets
to the events unfolding in the Middle East, from oil prices to stocks,
bonds and also cryptos.
We also discuss about the latest growth and inflation prospects, and how
we are moving our investment portfolio.
This is not financial advice: apply your own judgement before investing.
While this video is focused on macroeconomics and investing, we
acknowledge the enormous human suffering that the conflict between
Israel and Hamas has brought on both Israeli and Palestinian innocent
civilians.

...more
11min
September 27, 2023 Ep.25 (video) - The S&P500 is down by 5% in 10 days. What is going on here?

The
recent hawkish pause by the Fed - keeping interest rates on hold in
September, ready to hike one more time in November - seems to have
silently opened a new chapter in the economic cycle, and thus in
financial market dynamics.
If
recession risks, wars, inflation spikes, regional US banks failures or
contracting PMIs for months have all been elements completely ignored by
investors in 2023, the "higher (rates) for longer " message from
central banks is causing markets to understand that higher interest
rates can break things - better late than never.
The
S&P 500 is down 5% in the last ten days, while government bond
yields continue to drift higher almost everywhere. What should we do now
with our investment portfolios then?
Eureka!
...more
8min

FAQs about The decanted portfolio:

How many episodes does The decanted portfolio have?

The podcast currently has 40 episodes available.