MENGENAI EPISOD INI
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.
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EPISOD LAIN DALAM PODCAST INI
Simpro Group CEO Fred Voccola says the bar for AI monetization is rising as investors separate software companies delivering real AI revenue from those still riding the hype cycle. He argues established platforms with proprietary customer data have an advantage, highlighting Salesforce (CRM) and ...
Matt Bartolini says strong bank earnings and a resilient consumer support a constructive outlook for financials, despite risks from inflation, higher rates and geopolitical uncertainty. He sees financials as under-owned after significant ETF outflows and believes strong earnings could fuel a ral ...
Billy Miller, COO of Securitize (SECZ), talks about the launch of Securitize Stocks and explains the goal of bringing securities on the blockchain. The company also established a new crypto-tied relationship with ARK Venture Fund that offers exposure to private companies like Anthropic, OpenAI, ...
Gareth Soloway of Verified Investing believes Treasury yields are experiencing a near-term top and will move back down to 5% or just above it. However, he argues the AI trade is "collapsing" as investors rotate out of AI memory stocks like Micron (MU), SanDisk (SNDK), and Western Digit ...
RadiantGraph CEO Anmol Madan says health care is still in the early innings of AI adoption, with investments focused on areas such as prior authorization, scheduling, intake and clinical note-taking. He says AI could eventually lower costs and expand access by supporting care management and chro ...
Penafian: Podcast dan karya seni yang dibenamkan pada halaman ini adalah daripada Schwab Network, yang merupakan hak milik pemiliknya dan tidak bergabung dengan atau disokong oleh Listen Notes, Inc.
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