The Great Liquidity Debate | Michael Howell & George Robertson on Monetary vs. Fiscal Flows And What Is Truly Driving This Bull Market

The Great Liquidity Debate | Michael Howell &...

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Market Structure is Fueling an Inflation Trap | Weekly Roundup

Markets are ripping higher, but something underneath feels increasingly disconnected from reality. This week, we break down the growing dominance of flows, derivatives, and policy over fundamentals, and what that means for how markets actually move. We explore extreme positioning ...  Show more

How the World’s Biggest Macro Hedge Funds Are Using AI | Jan Szilagyi

AI is reshaping how decisions get made in markets, but does faster insight actually create better outcomes, or just new risks? We speak with Jan Szilagyi, CEO of Reflexivity and former global macro investor, on how AI is being deployed inside hedge funds and why this moment may b ...  Show more

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