Blind Squirrel Macro: China Will Unleash “Blo...

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AI Reratings & Growth Reacceleration Add Fuel To The Real Asset Rotation | Weekly Roundup

We discuss the latest AI productivity disruptions, market reactions to the Citrini piece, NVIDIA earnings, and why capital keeps rotating away from software toward real assets, energy, and commodities. We also explore volatility, policy distortions, and signs of economic reaccele ... عرض المزيد

. 54 دقيقة و40 ثانية

What ETF Flows Are Telling Us About Investor Appetite | James Seyffart

Bloomberg ETF analyst James Seyffart discusses the $9 billion crypto ETF exodus, the spaghetti cannon approach to new ETF launches, and why the great sector rotation into energy, materials, and industrials creates the perfect environment for active managers while AI steals crypto ... عرض المزيد

. 46 دقيقة و24 ثانية

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10-10-24 Rising Volatility, China Stimulus, & Storms' Economic Surge - What They Mean For Portfolios

The Real Investment Show (Full Show)

All was not hunky-dory in the recent Fed meeting, as the FOMC Meeting minutes reveal a split-decision on lowering rates by 50-bps vs 25-bps. Meanwhile, in the markets, the S&P is having its Best Year Ever since the "turn of the century." The current, rising wedge is both a bullis ... عرض المزيد

. 46 دقيقة و29 ثانية

China's DeepSeek outshines U.S. AI giants

Wall Street Breakfast

Chinese AI lab DeepSeek rattles Silicon Valley. (00:26) Meta offering creators deals to promote Instagram on other apps: report. (01:52) Diversified Energy (DEC) nears $1.3B deal for Permian Basin natural gas player - WSJ. (03:02) Episode transcripts seekingalpha.com/wsb. Show li ... عرض المزيد

. 6 دقيقة و21 ثانية

DraftKings bets on predictions

Wall Street Breakfast

DraftKings (DKNG) breaks into the prediction market industry through an acquisition. (00:23) Netflix (NFLX) names Mattel (MAT) and Hasbro (HAS) for K-Pop Demon Hunters toys. (01:05) Walmart (WMT) said to halt job offers for candidates who need H-1B visas. (02:15) Episode transcri ... عرض المزيد

. 5 دقيقة و36 ثانية

Is Tesla bailing out of bitcoin?

Wall Street Breakfast

The EV maker has transferred almost all $760 million in bitcoin. (0:16) Clarence Beeks! OJ prices are soaring. (1:04) United Airlines brings back its buyback. (3:05) Show Notes GameStop becomes an authorized dealer of sports and hobby trading cards Amazon signs deals to invest in ... عرض المزيد

. 6 دقيقة و17 ثانية