Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
The Challenges of Tightening Cycles
01:43 • 2min
The U.S. Is Spending a Change in Equity Market Leadership
03:49 • 2min
Nvidia, Microsoft and Others Are Doing Well in a Cyclical Economic Recovery
05:29 • 2min
NVIDIA's Up Because They Unveiled New Products
07:42 • 2min
AMD's GPUs Are the Only Way to Train Large Language Models
09:50 • 2min
NVIDIA: The Future of Gaming
11:30 • 2min
Pijum: The Leading Global Asset Manager
13:01 • 2min
The Senate's Outrage Over Defense Spending
14:49 • 2min
The Democrats Are Going to Show Up as Well
16:44 • 2min
The President or Speaker McCarthy?
18:17 • 2min
The Republican Candidates' Views on the Deal That Was Striked
20:09 • 2min
How to Link the Equity Market With the Bond Market
21:49 • 2min
The Signal to Buy More in Video
23:46 • 2min
The Resilience of the Index Level Story
25:43 • 2min
The Future of Commodities
27:23 • 3min
The Bank of England's Inflation Strategy
29:54 • 2min
AI and the US Equity Market Exceptionalism
31:41 • 2min
The Dollar and the US Equity Market
33:25 • 2min
The Single Currency League: What to Look Out For
35:13 • 3min