EP85: Oracle Earnings Sends AI Hyperscaling Thematic Sky-Rocketing

Episode 53: DeepSeek shakes up the AI landscape

Episode 52: Trump’s Triple Play: Rate Cuts, AI, and the Crypto Comeback

Bulls vs Bears – EP51 US rally broadens as MAG7 slips

Episode 50: bond yields weigh down stocks as LA wildfires burn

EP97: RATE CUT “HOPES” KEEP MARKET AT SKY HIGH VALUATIONS

EP96: IS OpenAI the Posterchild of AI, or the AI bubble

EP93: Corporate Lay-offs signal weakness in US Labour market

EP92: Mega-cap stocks deliver earnings

EP91: Tesla is not a car company (in future)

EP90: Be Alert, but not Alarmed.... Yet

EP89: Bullion Boom: Why Precious Metals continue to have swagger

EP88: The Stock market is not the Economy

Ep. 96 – US Goes Nuclear for Data Centers

EP84: bulls pray to the labor market gods into pivotal payrolls number

EP83: Valuations Flashing Red into September

EP80: Trump brings home semiconductor manufacturing with a big threat

Episode 78: Trump still juggling hundreds of trade deals as August deadline looms

EP77: Fresh Records as investors remain in “Extreme Greed” mode

Bulls vs Bears EP76: Trump Pumps Copper