Episodes (Page 19)
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Growing concerns about a slowdown in the US labor market.
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Unprecedented geopolitical shocks during the Trump administration's early days.
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The 'Mar-a-Lago Accord' concept gains traction on Wall Street.
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Examining success stories like TSMC, Hermès, Starbucks, and others.
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Banks are increasingly acting like 'synthetic hedge funds'.
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US shipbuilding lags significantly behind China, risking economic vulnerability.
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Derivatives trading exploded from niche to mainstream during the pandemic.
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Gold's price is at record highs, despite limited industrial use.
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The Fed distributes billions of dollars in cash to US banks.
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Cutting public spending is difficult, especially on major programs like Medicare.
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The Euro-zone faces slowing growth, inflation, and technological competition.
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Palantir's AI demand is 'untamed,' boosting its stock.
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Elon Musk's DOGE gained access to the Treasury's Bureau of Fiscal Service.
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Trump announced aggressive tariffs on imports from Canada, Mexico, and China.
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Marko Kolanovic, former JPMorgan strategist, issues a warning for stocks.
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MicroStrategy's Bitcoin holdings exceed its market cap, resembling a Bitcoin ETF.
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Housing costs, a major inflation driver, have seen slowing rent increases.
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An open-source AI model from China, DeepSeek, caused a significant stock market drop.
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Howard Marks discusses identifying market bubbles amidst Big Tech and AI hype.
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US stock market shows high concentration, with top 10 S&P 500 stocks at 38%.