119: How To Negotiate And Ask For More ft. Pr...

Skilled trades are becoming one of the most important — and overlooked — drivers of the global infrastructure boom. As trillions of dollars flow into energy systems, transportation networks, telecoms, and AI data centers, the constraint is no longer just capital — it’s labor. The ...  Show more

Powering AI is no longer just a technology story — it’s an energy and infrastructure story reshaping capital markets and the global economy. As artificial intelligence scales from training to real-world inference, electricity demand is accelerating at a pace few anticipated.In th ...  Show more

Mega forces are creating major infrastructure needs. Christian Olinger, Portfolio Strategist of the BlackRock Investment Institute discusses why we find the most investment opportunities today in places where multiple mega forces intersect.

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In this episode, the group dig into the YTD rally in global equities, looking at the extent to which it has been a pain trade, with shorts squeezing and popular ‘momentum’ equities underperforming.  They then dive into their Global Signal from the Noise framework to ...

Have your stocks been down recently? Potentially seen some headlines about an imminent market crash? Well hey, volatility and surprises seem to be the never ending gift of 2021! On today’s episode we break down three of the biggest news stories that are playing a role in the curr ...  Show more

Watch the episode – https://youtu.be/1tyx3w1APUY In the third episode of Investing With The Whales, I talk with Libor Michalek, President of Affirm (AFRM). We cover several topics, including the Affirm beginnings, what is actually Buy Now Pay Later (BNPL), why BNPL is better than ...  Show more