À PROPOS DE CET ÉPISODE
The U.S.'s "warning shot" to Iran through issuing sanctions is something Peter Tchir sees leading to a "miserable" speedbump between U.S. and China relations. The reason? Crude oil and continued tensions centered on the Strait of Hormuz. Peter adds that the U.S. Treasury's big liquidity boost puts a band-aid over the concerns in yield increases but doesn't cover the core inflation issue.
Anglais
États-Unis
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AUTRES ÉPISODES DANS CE PODCAST
Agustín Escobar te lleva a través de los titulares del mercado de esta semana.
Meta Platforms (META) earnings, paired with CoreWeave (CRWV) and its mounting debt, are two key factors Marta Norton attributes to "squeamishness" in the AI trade. An ever-changing landscape for tech also makes it hard to pick winners. While AI remains the key driver behind U.S. economic …
Steve Wyett says access to capital for AI-tied companies is where stress will notably hit their bottom lines, seen in the reaction to Meta Platforms (META) earnings. He adds that demand is increasing but the cost of compute is going down, a dichotomy he sees as bearish long-term. Lingering pressure…
Another volatile week for the stock market comes to a close, and that volatility extends to global markets with SK Hynix (SKHY) scrapping its Solidigm IPO, for now. Crude oil's climb back over $100 has international investors nervous of destruction demand in the energy trade. Sam Vadas and Marley K…
Tom Staudt, president of ARK Invest (@ARKInvest2015), discusses how the decline of AI inference costs opens the door to a stronger productivity, which in turn leads to a stronger economy. A tentative merger between Tesla (TSLA) and SpaceX (SPCX) is something he believes adds to that thesis. Tom poi…
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