Why Michael Burry is going short on AI

In today’s episode on 23rd December 2025, we explain why MUFG, one of Japan’s largest banks, has announced to buy a 20% stake in Shriram Finance, the second largest NBFC by market capitalisation, loan portfolio and net profit.Book your free call with Ditto 

In today’s episode on 22nd December 2025, we take a look at why Bhavish Aggarwal has been continuously selling his stake in Ola Electric, and why that may or may not be cause for concern. 

On today’s show we are talking about the coming financial crisis. You might be wondering how I can say that. We are not seeing more bank failures since the failure of First republic Bank. 

We are seeing signs of it creeping into the news headlines. Yesterday’s Wall Stre ...

Central banks play a crucial role in monetary policy and moderating the business cycle. Our Head of Corporate Credit Research explains why, despite their power, these financial institutions can’t quickly steer through choppy economic waters.

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Our US Fintech and Payments analyst reviews a recent survey that reveals key trends on how Gen Z and Millennials handle their personal finances.

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Welcome to Thoughts on the Market. I’m James Faucette, Morgan Stanley’s Hea ...

Wharton’s Jeremy Siegel and David Rosenberg of Gluskin Sheff expect the Fed to cut interest rates in the coming year as the latest GDP report reveals some troubling trends. But they disagree on whether the slowdown will lead to a recession.<hr><p style='color:grey; font-size:0.75 ...  عرض المزيد