{"podcast":{"title":"Good Morning Market","slug":"good-morning-market-7464462","podcast_index_feed_id":7464462,"rss_url":"https://feeds.simplecast.com/sVEs0xXC","website_url":"https://good-morning-market.simplecast.com","image_url":"https://image.simplecastcdn.com/images/458dcd5b-b872-4fac-9d56-7d24de34a30a/26d49cb1-504d-4c77-b18f-189779cf541a/3000x3000/podcastgoodmorningmarket.jpg?aid=rss_feed","author":"BFM","episode_count":1210,"summary":"Retrouvez le replay de Good Morning Market en podcast.","last_synced_at":"2026-07-08T00:18:45.133010+00:00","page_url":"https://stenobird.com/podcast/good-morning-market-7464462"},"episode":{"title":"En portefeuille : Marchés, quelle stratégie pour le second semestre ? - 01/07","slug":"en-portefeuille-march-s-quelle-strat-gie-pour-le-second-semestre-01-07","published_at":"2026-07-01T07:32:23+00:00","page_url":"https://stenobird.com/podcast/good-morning-market-7464462/en-portefeuille-march-s-quelle-strat-gie-pour-le-second-semestre-01-07","show_page_url":"https://stenobird.com/podcast/good-morning-market-7464462","url":"https://good-morning-market.simplecast.com/episodes/en-portefeuille-marches-quelle-strategie-pour-le-second-semestre-01-07-dWaw5xCD","audio_url":"https://altice.simplecastaudio.com/7a17e035-3944-4412-bc56-55d8aa30eda0/episodes/1d153b92-6612-408e-b11f-a3fdc07061a4/audio/128/default.mp3?aid=rss_feed&awCollectionId=7a17e035-3944-4412-bc56-55d8aa30eda0&awEpisodeId=1d153b92-6612-408e-b11f-a3fdc07061a4&category=News%2CBusiness&episode_published_at=2026-07-01T07%3A32%3A23&episode_title=En+portefeuille+%3A+March%C3%A9s%2C+quelle+strat%C3%A9gie+pour+le+second+semestre+%3F+-+01%2F07&feed=sVEs0xXC&network=291091218710&podcast_title=Good+Morning+Market","summary":"Ce mercredi 1er juillet, la trajectoire des marchés ces dernières semaines, la dynamique exceptionnelle du Nasdaq au cours du deuxième trimestre avec sa hausse continue, ont été abordée par Raphaël Thuin, directeur des stratégies de marchés de capitaux chez Tikehau Capital, dans l'émission Good Morning Market sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.","meta_description":"Ce mercredi 1er juillet, la trajectoire des marchés ces dernières semaines, la dynamique exceptionnelle du Nasdaq au cours du deuxième trimestre avec sa h…","key_points":[],"chapters":[],"topics":[],"duration_seconds":595,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/good-morning-market-7464462/episodes/en-portefeuille-march-s-quelle-strat-gie-pour-le-second-semestre-01-07/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/good-morning-market-7464462/en-portefeuille-march-s-quelle-strat-gie-pour-le-second-semestre-01-07.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}