Stocks find their footing; and investing tips from the UN climate conference
Stocks have found their footing after a recent period of softness, and that strength could continue through 2026, says Markus Müller, the Private Bank’s head of the CIO office and Chief Investment Officer for Sustainability. “Positive year-end seasonality could still be offset by a temporary retur…
S2 E14 - The Deja Vu of MCP
In this episode, Markus Müller joins Mike and Matt to share the lessons organizations can learn from the world of APIs that can be applied to their adoption of the Model Context Protocol (MCP). The conversation covers tool discovery, agent governance, and AI protocols beyond MCP.
Algorithmic Idealism: A New Physics of Reality | Markus Müller, PhD
Theoretical physicist Markus Müller joins us to explore algorithmic idealism - a mathematical approach to the foundations of reality that starts from observer states, rather than an objective external world. We discuss quantum theory, quantum information, universal induction, the wave function, si…
Signals & Shifts: China’s evolution, AI dynamics & global data
Markus Müller, the Private Bank’s Head of the CIO Office and CIO for Sustainability, joins this week’s PERSPECTIVES Weekly Podcast to highlight the forces shaping markets during Chinese New Year.
Markus notes that while near‑term data releases will attract attention, the more important focus is Ch…
Central banks take a wait-and-see approach
Energy prices have continued to jump, but that might not be a lasting effect of the Middle East conflict – if the fighting doesn’t spread, says Markus Müller, the Private Bank's head of the CIO office and Chief Investment Officer for Sustainability. “A prolonged disruption of oil supply from the G…
Earnings season kicks off in a time of conflict
Earnings season is underway in the US, and the focus will shift this week from financial services to big technology companies, notes Markus Müller, the Private Bank's head of the CIO office and Chief Investment Officer for Sustainability. Earnings expectations are high, and that “makes disappointm…
ECB watch, with inflation back in focus
Markets are expecting the European Central Bank to lift interest rates this week, but rates may still have higher to go, says Markus Müller, the Private Bank's head of the CIO office and Chief Investment Officer for Sustainability. “The inflation pressures are real, as we can see in the data, and …
Markets caught in the crosswinds
Geopolitical tensions, central bank decisions and key economic data releases are all competing for investors' attention. In this week's episode of PERSPECTIVES, Markus Müller, the Private Bank's Global Head of the CIO Office and Chief Investment Officer for Sustainability, discusses the renewed Ir…
Fed minutes in focus after a rise in unemployment
Bond yields are up around the world, but maybe “bond rout” isn’t the best way to describe it, says Markus Müller, the Private Bank's head of the CIO office and Chief Investment Officer for Sustainability. “I would not really say ‘rout’, but a sustained rise”, Markus says, adding that this supports…
Markus Müller: The Book That Made Him Quit his Successful Career Forever #11
Markus Müller was on top of the world. A trained lawyer turned entrepreneur, he built and sold his company to Blackberry and quickly rose to become Head of Germany and then Head of Europe at the tech giant. But behind the titles and success, something was missing.It wasn’t until a random visit to …
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