Home War PODCAST: Defense ETFs dominate market collection – 05/25

PODCAST: Defense ETFs dominate market collection – 05/25

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This Tuesday, May 26, Nicolas Pagniez received Christian Parisot, economic advisor for Aurel BGC and president of Altaïr Economics, Maxime Dupuis, director of Investments and Under Mandate Management at ODDO BHF Banque Privée, Céline Bourban, institutional shares saleswoman at Portzamparc BNP Paribas, Bertrand Haumesser, president of Elea Capital, and Paul Marcel, co-founder of Atelier des Options, in the show Good Morning Market, on BFM Business. Find the show from Monday to Friday and listen to it as a podcast.

This Tuesday, May 26, the opening of the European markets, with the CAC 40 opening in decline, was discussed by Paul Marcel, co-founder of the Atelier des Options, in the show Good Morning Market on BFM Business. Find the show from Monday to Friday and listen to it as a podcast.

This Tuesday, May 26, the current economic context, which makes Chinese small and mid caps particularly attractive for investors, was discussed by Bertrand Haumesser, president of Elea Capital, in the show Good Morning Market on BFM Business. Find the show from Monday to Friday and listen to it as a podcast.

This Tuesday, May 26, the growth in LNA Santé’s turnover in the first quarter of 2026, the slowing down of LDC’s upward momentum, as well as the prospects for gradual improvement for Delta Plus, were analyzed by Céline Bourban, institutional equities saleswoman at Portzamparc BNP Paribas, in the Good Morning Market show on BFM Business. Find the show from Monday to Friday and listen to it as a podcast.

Catch the Stock Exchange club on Tuesday May 26 in the Good Morning Market show. Find the show from Monday to Friday and listen to it as a podcast.

This Monday, May 25, Nicolas Pagniez received Eric Delannoy, founding president of Tenzing Conseil, Olivier Malteste, investment director at Yomoni, Julien Leegenhoek, founder of Taranis, Jeremy Tubiana, head of ETF development France & Benelux at BNP Paribas Asset Management, and Romain Daubry, co-founder of Atelier des Options, on the show Good Morning Market, on BFM Business. Find the show from Monday to Friday and listen to it as a podcast.

This Monday, May 25, the operating profits of large companies in the technology sector, and the results of Samsung, SK Hynix and Nvidia, were discussed by Julien Leegenhoek, founder of Taranis, in the show Good Morning Market on BFM Business. Find the show from Monday to Friday and listen to it as a podcast.

This Monday, May 25, the rise in the CAC 40, driven by the announcement of a possible agreement between Iran and the United States, was discussed by Romain Daubry, co-founder of the Atelier des Options, in the show Good Morning Market on BFM Business. Find the show from Monday to Friday and listen to it as a podcast.

Catch the Stock Exchange club on Monday May 25 on the Good Morning Market show. Find the show from Monday to Friday and listen to it as a podcast.

This Friday, May 22, the performance of Nvidia which exceeds investors’ expectations, the IPOs of SpaceX and OpenAI which are actively being prepared, and the challenge of inflation which the new president of the Fed Kevin Warsh faces, were addressed by François Monnier, editorial director of Invest, in the show Good Morning Market on BFM Business. Find the show from Monday to Friday and listen to it as a podcast.

This Friday, May 22, Nicolas Pagniez received Marc Fiorentino, managing partner of Euroland, Frank Benzimra, head of the Equity strategy in Asia at Société Générale CIB, François Monnier, editorial director of Investir, and Alexandre Le Drogoff, head of technical analysis at Portzamparc, in the show Good Morning Market, on BFM Business. Find the show from Monday to Friday and listen to it as a podcast.

This Friday, May 22, the CAC 40, which opened up with more than 0.67% at 8,140 points, was discussed by Alexandre Le Drogoff, technical analysis manager at Portzamparc, in the show Good Morning Market on BFM Business. Find the show from Monday to Friday and listen to it as a podcast.

This Friday, May 22, a week marked by the surge in bond rates across the world, but especially in Japan, was discussed by Frank Benzimra, head of the Equity strategy in Asia at Societe Generale CIB, in the show Good Morning Market on BFM Business. Find the show from Monday to Friday and listen to it as a podcast.

Catch the Stock Exchange club on Friday May 22 on the Good Morning Market show. Find the show from Monday to Friday and listen to it as a podcast.

This Thursday, May 21, Nicolas Pagniez received Raphaël Thuin, director of capital markets strategies at Tikehau Capital, Bertille Bayart, editor-in-chief at Le Figaro, Jean-Louis Cussac, proprietary trader at Perceval Finance Conseil, Louis O’Connor, fund manager Uzès Gestion and Raphaël Thuin, director of capital markets strategies at Tikehau Capital, in the show Good Morning Market, on BFM Business. Find the show from Monday to Friday and listen to it as a podcast.

This Thursday, May 21, the opening of the European markets, and in particular the behavior of the CAC 40, was analyzed by Jean-Louis Cussac, proprietary trader at Perceval Finance Conseil, in the show Good Morning Market on BFM Business. Find the show from Monday to Friday and listen to it as a podcast.

This Thursday, May 21, the publication of Nvidia’s results and the easing on the bond markets were discussed by Raphaël Thuin, director of capital markets strategies at Tikehau Capital, in the Good Morning Market show on BFM Business. Find the show from Monday to Friday and listen to it as a podcast.

This Thursday, May 21, the results beyond the expectations of the consensus of Nvidia, Keysight, an invisible but essential quality control for each Nvidia chip, and the renewable energy of ERG, were discussed by Louis O’Connor, fund manager of Uzès Gestion, in the show Good Morning Market on BFM Business. Find the show from Monday to Friday and listen to it as a podcast.

Catch the Stock Exchange club on Thursday May 21 on the Good Morning Market show. Find the show from Monday to Friday and listen to it as a podcast.

This Wednesday, May 20, Nicolas Pagniez received Raphael Gallardo, chief economist at Carmignac, Robin Rivaton, president of Stonal, Matthieu Ceronne, trader and founder of Galileo Trading, Alain Du Brusle, deputy general director of Claresco Finance, and Laurent Roussel, equity manager at Ixios AM, in the show Good Morning Market, on BFM Business. Find the show from Monday to Friday and listen to it as a podcast.

This Wednesday, May 20, a CAC40 close to equilibrium was discussed by Matthieu Ceronne, trader and founder of Galileo Trading, in the show Good Morning Market on BFM Business. Find the show from Monday to Friday and listen to it as a podcast.

This Wednesday, May 20, the current consolidation in the gold cycle was analyzed by Laurent Roussel, equity manager at Ixios AM, in the Good Morning Market show on BFM Business. Find the show from Monday to Friday and listen to it as a podcast.

This Wednesday, May 20, the sale by ArcelorMittal of 10% of Vallourec shares for an amount of 24 euros per share, the good dynamics of Euronext, whose activity was strongly stimulated by the volatility of the markets, as well as the difficulties of Aramis Group, forced to revise its objectives downwards for the months to come, were discussed by Alain du Brusle, deputy general director of Claresco Finance, in the Good Morning Market show on BFM Business. Find the show from Monday to Friday and listen to it as a podcast.

Catch the Stock Exchange club on Wednesday May 20 on the Good Morning Market show. Find the show from Monday to Friday and listen to it as a podcast.

This Tuesday, May 19, Nicolas Pagniez received Jean-François Robin, chief economist at Natixis CIB, Gérald Grant, deputy director in charge of asset allocation at Fundesys, Paul Marcel, co-founder of Atelier des Options, Benjamin de Lacvivier, Midcaps Actions manager at Amplegest, and Vincent Juvyns, head of investment strategy at ING, in the show Good Morning Market, on BFM Business. Find the show from Monday to Friday and listen to it as a podcast.

This Tuesday, May 19, the opening of the CAC 40, which returned to the green with an increase of 0.53% to 8,029 points, but which remains stuck in the same zones, was discussed by Paul Marcel, co-founder of the Atelier des Options, in the show Good Morning Market on BFM Business. Find the show from Monday to Friday and listen to it as a podcast.

This Tuesday, May 19, an update on the securities Wavestone, Reply and TXT e-solutions was made by Benjamin de Lacvivier, Midcaps Actions manager at Amplegest, in the Good Morning Market show on BFM Business. Find the show from Monday to Friday and listen to it as a podcast.

This Tuesday, May 19, the tensions on the bond market agitated by inflation, the possibility of a rate increase by the ECB, as well as the wait for Nvidia’s results, were addressed by Vincent Juvyns, head of investment strategy at ING, in the show Good Morning Market on BFM Business. Find the show from Monday to Friday and listen to it as a podcast.

Catch the Stock Exchange club on Tuesday May 19 on the Good Morning Market show. Find the show from Monday to Friday and listen to it as a podcast.