Investors are rushing to the exit as the AI trade unravels. Nasdaq 100 plunged 6.36%, raising questions about buying opportunities, balance sheets and diversification. Meanwhile, the Bank of England delivers a hawkish rate hike, and US jobs data could reshape Federal Reserve expectations. Could gold emerge as a winner? Falling real yields, a softer dollar and continued central bank demand could support its recovery. Today, we explore the tech rout, the limits of diversification and the forces that could drive gold higher over the next year. Watch the full episode to find out more! 0:00 Intro 1:06 Tech selloff deepens 3:10 BoE hike & US jobs data 5:13 Forces that could help gold recover Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clints. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025. #StockMarket #Nasdaq #AI #Gold #FederalReserve #BankOfEngland #Swissquote #MarketTalk _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content: https://www.swissquote.com/private/inspire _____ 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers