
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
