Ashes Day and Market Insights
Update: 2025-11-21
Description
In this episode of the Theory of Thinking Investment podcast, James Whelan and Heath Moss discuss the excitement surrounding Ashes Day, market insights, and the current economic landscape. They delve into the implications of market volatility, the impact of AI on investment strategies, and the significance of Oracle's credit default swaps. The conversation wraps up with a look at the ongoing appetite for funding in the AI sector.
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