OVER DEZE AFLEVERING
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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OUDE AFLEVERINGEN ZOEKEN
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ANDERE AFLEVERINGEN IN DEZE PODCAST
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Mark Gibbens discusses Bloom Energy (BE) ahead of earnings and explains why the company is so sought after by those building AI infrastructure. The most important parts of the report will be how the company is delivering on its backlog and ways it's navigating the volatile energy market. "All …
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Max Guimond of Schroders talks about his firm's Autocallable Ladder Income ETF (SALI). The product aims to generate monthly income with the goal of reducing downside risk. Max explains how the ETF works and why the firm is emphasizing its importance in times of volatility. As he discusses, SALI act…
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