Episodes (Page 15)
✨
Unprecedented geopolitical shocks during the Trump administration's early days.
✨
The 'Mar-a-Lago Accord' concept gains traction on Wall Street.
✨
Examining success stories like TSMC, Hermès, Starbucks, and others.
✨
Banks are increasingly acting like 'synthetic hedge funds'.
✨
US shipbuilding lags significantly behind China, risking economic vulnerability.
✨
Derivatives trading exploded from niche to mainstream during the pandemic.
✨
Gold's price is at record highs, despite limited industrial use.
✨
The Fed distributes billions of dollars in cash to US banks.
✨
Cutting public spending is difficult, especially on major programs like Medicare.
✨
The Euro-zone faces slowing growth, inflation, and technological competition.
✨
Palantir's AI demand is 'untamed,' boosting its stock.
✨
Elon Musk's DOGE gained access to the Treasury's Bureau of Fiscal Service.
✨
Marko Kolanovic, former JPMorgan strategist, issues a warning for stocks.
✨
Trump announced aggressive tariffs on imports from Canada, Mexico, and China.
✨
MicroStrategy's Bitcoin holdings exceed its market cap, resembling a Bitcoin ETF.
✨
Housing costs, a major inflation driver, have seen slowing rent increases.
✨
An open-source AI model from China, DeepSeek, caused a significant stock market drop.
✨
Howard Marks discusses identifying market bubbles amidst Big Tech and AI hype.
✨
US stock market shows high concentration, with top 10 S&P 500 stocks at 38%.
✨
Companies must see tangible returns to justify massive AI spending.