# Policy Optimism

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Naver shares surge 18% on AI policy optimism

This article is by Kim Ju-yeon and read by an artificial voice. Shares of Naver soared almost 18 percent on Wednesday after JP Morgan raised its target price on expectations that the tech firm will benefit from the new Lee Jae Myung administration's AI policies, while maintaining an overweight rat…

Hub Dialogues: Carolyn Tuohy on policy optimism and rose-coloured realism

Carolyn Tuohy, professor emeritus of political science and distinguished fellow at the University of Toronto's Munk School of Global Affairs & Public Policy, discusses her must-read long-form essay published in late 2023 entitled, "To be a policy optimist, try some rose-coloured realism." The Hub …

#184 – Zvi Mowshowitz on sleeping on sleeper agents, and the biggest AI updates since ChatGPT

Many of you will have heard of Zvi Mowshowitz as a superhuman information-absorbing-and-processing machine — which he definitely is. As the author of the Substack Don’t Worry About the Vase, Zvi has spent as much time as literally anyone in the world over the last two years tracking in detail how t…

American Power goes Abroad

David Ramsden-Wood stops by the Energy Impact and the Energy News Beat Podcast to talk about the Trump Middle East Tour, EOG, and his Hot Take of the Day. DRW wrote on his Substack, "EOG Goes Abroad, and So Does American Power." It is a great article that raises some huge issues in the oil and gas…

🗣️I deconstructed $80M of Donald Trump & Kamala Harris’ ads: here’s what I learned 🗣️

In this episode, we break down the ad strategy behind the 2024 Trump vs. Kamala campaigns — a political ad battle that poured over $80 million into Meta ads in just three months. Using BruteForce AI, our proprietary ad intelligence system, we analyzed their top-performing creatives to uncover how e…

Pre-Market Briefing – Stock Market News Daily: August 13, 2025

The August 13, 2025, Pre-Market Briefing recapped Tuesday’s market surge with the S&P 500 up 1.1% to 6,445.76 and Nasdaq up 1.4% to a record 21,681.90, fueled by a lower-than-expected U.S. CPI rise of 0.2% (2.7% year-over-year), boosting rate cut hopes. Pre-market trading showed continued strength …

More Upside to Come, Play Breakouts and Rallies

Daryl Guppy CEO Guppytraders.com discusses: - Risk assets jumping - China loosening monetary policy - optimism Greek bail-out deal - More to come or take some money off the table; - Oil, around $121/barrel - eight-month high - What the charts say; - What he trading right now - the themes he is play…

Ep. 32: The Tariff Challenge, Policy Optimism, and The MedTech Conference With Scott Whitaker

Scott Whitaker, president and CEO of AdvaMed, sits down with Market Pathways’ David Filmore to talk about hot topics in medtech policy, including the current situation with tariffs, future optimism for policies coming out of FDA and CMS, a Breakthrough Device coverage bill moving in Congress, AdvaM…