Risks from leverage and valuation disconnects

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04   Intro
00:28   Inside Amagi’s Curious Media Model
11:56   Financing the AI boom
21:56   Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.