Description
In this episode, we dive into the aftermath of the Labour Party's landslide victory in the UK General Election. Discover how the markets have reacted and what this seismic political shift means for UK assets moving forward.
Next, we explore the intriguing political landscape in the US. Will Biden step aside, and if so, who might replace him? We also break down the complexities of a US rates curve steepener trade and what it signifies for investors.
Finally, we analyze the remarkable 17% surge in Tesla shares over just two days. Uncover the factors driving this rapid rise and why there could be more gains on the horizon.
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In this conversation, Anthony Cheung and Piers Curran discuss the implications of Donald Trump's return to power on the financial markets, particularly focusing on the US dollar's role as a global reserve currency.
They explore how Trump's policies may impact inflation, interest rates, and the...
Published 11/14/24
In this episode, we dive into the financial market's reaction to Trump's return, focusing on how it impacts bank stocks and the deal-making landscape.
We also explore the rise of AI players like CoreWeave, their deep ties with Nvidia, and the risks surrounding Neocloud funding models. Plus, we...
Published 11/11/24