Are Silicon Valley Elite Building a Utopia? &...

#886: SK Hynix is slated to begin public trading on the Nasdaq as a company that has seen its stock pop more than sevenfold in due to the AI memory chip crunch. The NYC Midtown building partial-collapse scare has given pause to investors who thought it was supposed to be a boom-t ...  Show more

#885: Meta launches an AI image-generator that can use users’ profile pictures and not everybody is happy about it. Telemundo is drawing nearly 4.6 million watchers for the World Cup who love hearing the broadcast in Spanish. Travelers entering and exiting some European airports ...  Show more

China, the leveraged loan market, Netflix and the Los Angeles Dodgers utility-man (why not?) headline another scintillating investment discussion. 

0:00 "Maximum" Max #Muncy and value investing

1:53 Cracks in the #China facade

5:19 Debt or equity?  The #Ne ...

On today's episode, we look at the forces driving China's recent tech rally with Jason Lui, Head of APAC Equity & Derivative Strategy at BNP Paribas. Plus - a discussion on how a newly proposed round of tariffs from US President Donald Trump may move global markets with Jim Thorn ...  Show more

In this episode Sam (@theSamParr) and Shaan (@ShaanVP) discuss the latest news on the unfolding Ozy Media story, discuss why Google might not be a dominant tech giant in ten years, and place a bet on whether Shaan can make $10k in a day with a mall Santa scheme. --------- Show no ...  Show more

Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it? (00:14) Asit Sharma and Mary Long discuss Nvidia’s “Super Bowl of AI,” plus: - The coming generation of chips. - Increased competition from hyperscalers. - Partnerships in fast food, autonom ...  Show more