Sponsor: Pantarai ADAPT (ticker: ADPT), an autonomous investment strategy powered by an AI open expert system, seeking to perform in ANY market conditions. Disclaimers apply.

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We are at the end of a bombastic week in Davos, after an inspiring speech from Marc Carney, an mockery of President Trump to the Europeans (which end up having MUCH more leverage than expected to push back) and a crazy market ride in the week - with risk assets tanking and then recovering, bonds disappointing as a hedge and commodities defending instead. With Switzerland on the center stage, we'll discuss about Swiss wines, Swiss gran crus, Swiss grapes and also the beautiful wines (similar in nature) done on the other side of the border in France, in the region of Savoie.

Today we discuss about how the current geopolitical mess is strangely not moving markets, with the exception of an ongoing (persistent) rally in precious metals as investors keep looking for safety.

Leaving safe harbors and adventuring in different wine regions on the planet, we explore a 27km strip of land in Australia named Coonawarra where monumental cabernet sauvignons are made in red soils.

Sponsor: Pantarai ADAPT (ticker: ADPT)

Bastien has lived in South Africa for a number of years. In this episode (audio only) he presents the main wine regions in South Africa and comments in detail the Chenin blanc grapes from this corner of the New World.

Today we interview Rosalen, our first guest in the podcast, a non-expert wine enthusiast sharing her preference on specific wine types and regions but also her normal struggles when dealing with big wine lists at restaurants, buying the right wines, choosing what to open and why. We also talk about a big and bold red from Alpille IGP in the Provence region in France and a secret tiny denomination from Loire Valley - Savennieres AOC - doing some of the best white wines on the plant. Do not share the secret!

Welcome to a new episode, this time in Italian. We discuss possible outperformance from assets that track energy production & distribution for 2026 to support the rising demand for AI and pair it with energetic, powerful if elegant new style Red Rioja wines from Spain. Enjoy!

This is a special episode in Spanish only, describing Argentina's ranking in worldwide wine production (2025 numbers to date), the recent history of Malbec there, Catena Zapata and the emergence of Gran Enemigo and cabernet franc. Sponsored by Pantarai ADAPT.

This week has been totally incongruent in markets. Main stock indices have been down over the past few days up to the 18th of Dec for anxiety-driven concerns of various kinds, to then rally out of the blue as US CPI (lower than expected, if distorted after US shutdown) was released after two months of silence.

We share a peculiar pink white from Provence tasting like a white Burgundy, to then move to a powerful, if focused, Toro from Spain.

Enjoy the episode!

In this episode, we discuss about new stock market highs in the US and great Napa Valley wines. In more detail, we look at the North and Central Coast regions in California (that include 139 AVAs) focusing on Oakville inside Napa Valley, and the tasting of the Opus One - a great wine. In parallel, we share what toppy stock indices hide behind the surface, what is the rationale behind the (probably last) Fed cut in this cycle and what may happen next in markets. Episode sponsored by Pantarai ADAPT.