China Is Exporting Unemployment | Michael Pettis on Global Trade Imbalances, American Capital Controls, and the End of The Chinese Growth Miracle

China Is Exporting Unemployment | Michael Pet...

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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 ...  Show more

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 ...  Show more

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