Why This Energy Crisis Will Get Hotter

Why This Energy Crisis Will Get Hotter

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Why AI Is NOT the Next Dot-Com Bubble with Andreas Steno and Mikkel Rosenvold | Macro Mondays

Andreas Steno and Mikkel Rosenvold are back to challenge one of the biggest narratives in markets: that the AI boom is simply another dot-com bubble waiting to burst. They break down why today's AI investment cycle may be fundamentally different from the late 1990s, and what that ...  Show more

The GENIUS Act Is Here — What Changes for Stablecoins? w/ Jonathan Gould, U.S. Comptroller of the Currency

Ash Bennington sits down with Jonathan Gould, U.S. Comptroller of the Currency, to break down the OCC’s final rule implementing its portion of the GENIUS Act. Gould explains how the new federal framework will regulate payment stablecoin issuers, including reserve requirements, re ...  Show more

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Just How Bad Will the Energy Crisis Be in Europe This Winter?
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As everyone knows, electricity prices in Europe have soared, due to a combination of factors, most prominently Russia's war in Ukraine and the curtailing of natural gas supplies. But how bad is it going to get this winter? Will Germany have enough energy to power homes and factor ...  Show more

Brent oil at a new high this year – quo vadis from here?
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Good news on the US economy was bad news for US equities yesterday as increased interest rate expectations weighed on stocks. An expanded ban on using iPhones in China also weighed on market sentiment, and this is also spilling over to Asian markets that are a sea of red this ...

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Navigating volatility, supply shock ahead?, and the rate hike debate
The Exchange

Stocks are higher for the 2nd day in a row, with the Dow rallying nearly 800 points. But can the rally last if geopolitics get worse? We’ll explore. Plus, oil is dropping today, but Jeff Currie says uncertainty around Russia sanctions could still send crude to $125 per barrel. He ...  Show more