
Global Equity Research
Insights on finance and macroeconomics—delivered through expert podcast episodes. Global Equity Research is the official podcast from Softgate Capital Research. In each episode, we provide institutional‑grade analysis of individual stocks alongside broader insights into macroeconomic trends shaping global markets. Our discussions cover company fundamentals, sector performance, valuation metrics, and the economic forces that drive investment opportunities. Designed for investors, analysts, and anyone seeking clarity in today’s complex financial landscape, this podcast translates rigorous research into actionable knowledge.
Episodes (19)

US Q2 2026 Macro Outlook: Fiscal Shock, Sticky Inflation, and a Fed at the Crossroads

Macro Implications of the 2026 Iran War for EU and US Inflation and Growth

CSG: Europe’s Fastest-Growing Defense Powerhouse

ArcelorMittal Rising Global Steel Leader

Inside Roche's Resilient Growth

Inside Softgate Capital's Record-Breaking 2025

AI Bubble: Speculation, Sustainability, and What Comes Next

Skanska Poised for a Rebound

Russia’s Macroeconomic Outlook for Q1 2026

NVIDIA: The AI Powerhouse Transforming Global Tech

US Macroeconomic Outlook for Q1 2026

EU Economic Outlook for Q1 2026: Soft Landing or Stagnation?

Rheinmetall's Transformation: Europe's Defense Powerhouse

HCA Healthcare’s Dominance and Investment Outlook

The Rare Earth Race in America 2025

Kempower's Road Ahead: DC Fast Charging and the EV Revolution

Ubisoft's Rebound Strategy and Gaming Outlook

Aston Martin's Next Lap: 2025 Outlook and Equity Insights
