Lyt til Thoughts on the Market podcast

Can AI Chip Demand Outrun the Power Crunch?	Thoughts on the Market	12:11
From AI to Air-Conditioning: The Power Boom in Asia	Thoughts on the Market	04:32
Midterms Could Delay the AI Buildout, Not Derail It	Thoughts on the Market	04:49
Big Political Shift, Narrow Economic Impact	Thoughts on the Market	04:52
A Stock Market Bottom in Sight	Thoughts on the Market	05:25
Why the Bond Market Remains Calm After the Blue Wave	Thoughts on the Market	03:44
A Credit Perspective on the AI Buildout	Thoughts on the Market	09:26
Midterm Election Results: Three Key Takeaways	Thoughts on the Market	04:58
Solving AI’s Power Bottleneck	Thoughts on the Market	09:58
Will AI Start Making Your Hotel Reservations?	Thoughts on the Market	05:00
The Curious Calm of Credit Markets	Thoughts on the Market	04:50
How Digital Assets Are Rewiring Financial Markets	Thoughts on the Market	11:26
Signals to Watch in the U.S. Midterms	Thoughts on the Market	09:18
To Hike or Not to Hike	Thoughts on the Market	11:27
The Next Stage of the Market Correction	Thoughts on the Market	05:20
One Global Shock, Different Rate Paths	Thoughts on the Market	11:33
Economic Roundtable: What’s Keeping Global Growth Going?	Thoughts on the Market	14:44
Inside the Biggest Bond Boom in Years	Thoughts on the Market	12:51
AI’s Next Winners: Signals From Private Markets	Thoughts on the Market	10:08
A Narrower Path for Growth and Stability	Thoughts on the Market	05:15
AI Boom Faces a Higher-Yield Roadblock	Thoughts on the Market	04:06
The Missing Piece in Latin America’s Bull Case	Thoughts on the Market	04:27
What to Expect From the UK Budget	Thoughts on the Market	08:07
Asia Fixed Income Needs a Bigger Map	Thoughts on the Market	04:43
The Politics of Powering AI	Thoughts on the Market	04:41
Will High Yields Crack the Market’s Resilience?	Thoughts on the Market	04:28
High Mortgage Rates and a Stuck Housing Market	Thoughts on the Market	09:05
Will Midterms Test the AI Investment Cycle?	Thoughts on the Market	04:34
Japan’s Banks Enter a New Era of Opportunity	Thoughts on the Market	04:18
Canada’s Next Growth Phase	Thoughts on the Market	05:12
The Tension Between Equities and Bonds	Thoughts on the Market	05:12
How AI and Tokenization Could Reshape Wealth Management	Thoughts on the Market	12:17
4 Market Signals Ahead of the Midterms	Thoughts on the Market	05:03
China’s $12 Trillion Manufacturing Upgrade	Thoughts on the Market	04:58
The Stock Market’s Bad Breadth	Thoughts on the Market	05:14
AI Meets the Physical Economy	Thoughts on the Market	10:37
The Global Diesel Problem	Thoughts on the Market	13:41
The Unexpected Investment Case for AI Safety	Thoughts on the Market	09:44
Why Central Banks Are Raising Rates Again	Thoughts on the Market	05:01
Market Resilience Isn’t Complacency	Thoughts on the Market	04:58

Can AI Chip Demand Outrun the Power Crunch?

Thoughts on the Market

12:11

From AI to Air-Conditioning: The Power Boom in Asia

Thoughts on the Market

04:32

Midterms Could Delay the AI Buildout, Not Derail It

Thoughts on the Market

04:49

Big Political Shift, Narrow Economic Impact

Thoughts on the Market

04:52