Earnings, Meme Stocks, and Macro Signals
This week’s topics include:
✅ U.S.–Japan trade deal and what it means for global risk sentiment
📊 Q2 earnings beat expectations—but growth is slowing
📈 Meme stocks signal renewed retail risk appetite
🏦 Central banks pivot toward holding rates—insights from the ECB and Fed
📉 Vanguard cuts U.S. equit…
Positioning in Core Bonds and Emerging Markets
Topics Covered:
Portfolio construction in today’s macro climate — balancing risk, correlations, and tracking error.
Credit market health — Morningstar DBRS and Proskauer data show improving leverage, coverage, and default rates.
Bond market reset — Deutsche Bank’s historical context on the worst 5-…
From AI to Access: 2025 Healthcare Predictions, Part 3
Wrapping up their healthcare predictions, PW editorial board member Dr. Alex McDonald and guest Victor Zhou (Klarity Health) discuss new drugs for weight loss and pain management that clinicians can expect to see this year.
Let us know what you thought of this week’s episode on Twitter: @physicia…
From AI to Access: 2025 Healthcare Predictions, Part 2
PW editorial board member Dr. Alex McDonald and guest Victor Zhou (Klarity Health) continue discussing their anticipated 2025 healthcare innovations, zeroing in on gene-editing technologies and precision medicine
Let us know what you thought of this week’s episode on Twitter: @physicianswkly
Wan…
From AI to Access: 2025 Healthcare Predictions, Part 1
PW editorial board member Dr. Alex McDonald has a conversation with Victor Zhou (Klarity Health) about what changes may be coming to healthcare in 2025.
Let us know what you thought of this week’s episode on Twitter: @physicianswkly
Want to share your medical expertise, research, or unique exper…
EP 154: Why 90% of Construction Businesses Fail Financially
Most builders don't fail because they can't build, they fail because they don't understand their numbers. In this powerful episode, Victor Zhou joins us, as we expose the hidden financial mistakes that are silently destroying construction businesses from the inside out.
Connect with Victor Zhou: W…
Insights into Maintaining Financial Control in the Property and Construction sector.
A construction business can be profitable on paper and still run out of cash. In this episode of The Cut, host Chris Bergin speaks with Victor Zhou, a fractional CFO specialising in the construction sector, about why cash flow problems develop, how builders and developers can identify them early, a…
NS #2: Victor Zhou - Improv, Startups, Making Friends Quickly
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