Outlook 2024 with JPMorgan: Will Cuts be the ...

Arvind Jain couldn't find his own company's data at Rubrik. So in 2019 before ChatGPT, before the AI boom, he built Glean, the first enterprise generative AI company. Now they're doubling past $100M ARR with 1,100 employees and watching tech giants copy their playbook. But Jain a ...  عرض المزيد

Mumbai finally has its second airport — a long-awaited addition that could reshape how India’s busiest aviation market moves. Beyond the terminal and runway, it signals the scale of Adani’s airport ambitions. In just a few years, the group has built a network of eight airports, a ...  عرض المزيد

The market’s positioning for aggressive cuts in the US and Europe is being tested this week by several central bank officials. All of this is pushing US and European bond yields higher and continuing to weigh on equity markets. In Asia, a stock selloff deepened after fresh dat ...

Co-founder Piers Curran returns to the Friday show to discuss:

Yesterday the US Federal Reserve hiked interest rates by 0.75% in another hawkish pivot in their on-going quest to tame inflation. They also said they intend to raise interest rates a further 1.75% across their remaining four meetings in 2022

We discuss the market fa ...

(1/25/24) The first estimate of Fourth Quarter GDP is released today: It's only a guess, but expected to be slightly above 2%, which would be the slowest rate of growth since 2023, and coming off Q3 growth of 4.9% (NOTE: The actual number, released after this show aired, is 3.3%, ...  عرض المزيد