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Hear the latest financial news in a fun and digestible format. A must-listen for anyone interested in trading, investing, markets, crypto and finance. Brought to you by global multi-asset investment platform eToro.
424 Episodes
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We see glimmers of hope for sugar and palladium prices that have fallen 30% and sat out the broadening commodity rally. And we preview todays global macro health-check flash PMIs and the SEC's spot Ethereum ETF decision.
Yoni Assia shares his experience at the Milken Conference, one of the biggest events in the world of finance.
SEC to decide on long-shot approval of Ethereum ETF that is big catalyst for world's youngest and smallest asset class in largest investment market, but even pathway to eventual approval is enough. Plus today's NVIDIA earnings and FOMC minutes key for the two bull market pillars.
In this episode, we're joined by Christopher Joye, Chief Investment Officer at Coolabah Capital. We will delve into what it takes to manage a $10 billion dollar fund, the future of interest rates and their impact on equities here in Australia and overseas.
The AI giant's earnings have become a macro event in its significance. Another beat-and-raise is expected but a miss is ultimately inevitable and not terminal. We also recap a positive JP Morgan investor day, forecasting more income and buybacks.
The focus this week will be on semiconductor giant NVDIA's results quadrupling, an unlikely Ethereum ETF approval by the SEC, and peak AGM season with JP Morgan's meeting and investor day.
The latest 13F 'whale' investor holdings are a fertile ground for new ideas and show rotation away from big tech to small caps, insurers, and China. But retail investors new picks are doing dramatically better. We also look ahead to semiconductor superpower Taiwan's new President.
Weaker oil prices are hiding a broadening commodities catch up rally, from Dr Copper to natgas and wheat as the global economic outlook improves, Whilst commodities, emerging markets and US tech stocks are the winners from a starting US dollar reversal.
Take a deep dive into Megaport, an ASX-listed stock that has been performing remarkably well, even keeping pace with industry giant Nvidia over the past year. Join us as we examine Megaport's performance and future outlook.
In this conversation, Sam, Josh, and Neža discuss the BHP Takeover Bids, AI Developments & Meme Stocks
Our meme stock index and latest platform data both suggest caution on this latest rebound. And why US inflation is the most important number in markets and we see grounds for optimism in today's report.
US stocks are nearing all-time-high again, but now with lower and contrarian more supportive levels of investor sentiment. Whilst the latest meme stock rally, from AMC to GME, should be treated cautiously.
The 3 keys his week are 1) the most important number in markets, US inflation. 2) The resilient US consumer with the retail sales report and 'big retail' earnings from WMT to HD. 3) China's rally with BABA to BIDU results and monthly macro data dump.
The shipping industry moves 90% of global trade and its rising container and bulk freight rates a real-time barometer of the manufacturing and trade cycle recovery, that could benefit everyone from Maersk to ZIM. We also think BBVA's European banking bid for Sabadell sends a number of positive messages.
Join Sam North as he discuss Shopify’s chart after they suffered their worst trading day of all time following weaker forward guidance.
The big summer of sports, from the Olympics to Euro 2024 football, is a potential catalyst to end the post-pandemic performance hangover for our basket of the world’s largest sports stocks. Whilst UK interest rate cut expectations have been driving a long-awaited FTSE 100 catch up rally.
In this conversation, Sam, Josh, and Neža discuss Woolworths, Starbucks and Berkshire Hathaway's annual meeting
Europe's carbon price 'perfect storm' has started to ease, and it may be a ‘free option’ to an ECB rate-cut driven GDP recovery and long-term regulatory market squeeze. We preview smartphone chip giant ARM's results on the bleeding-edge of the AI boom.
An idiosyncratic earnings recovery, led by tech, profit margins, and low expectations, the main driver of this nascent bull market, with management's bullish and analyst estimates rising. We also preview Disney earnings, focus on Parks sales and Streaming losses.
Uncover post-halving trends, ETF launches, sovereign wealth implications, and the future of crypto payments in our latest episode. Dive into expert insights on Bitcoin's market dynamics and the growing significance of stablecoins.
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