1:02:06
The Julia La Roche Show
Michael Howell: We Are Coming To An Inflection Point — Where Liquidity Is Headed
Global liquidity is entering a structural expansion phase driven by the mandatory refinancing of a $30 trillion global 'debt wall' that forces central banks to prioritize financial system plumbing over inflation targets.
RiskReversal Media
How The SPX Reaches Mike Wilson's 7,800 Target
FT Alphaville
FTAV’s Friday chart quiz: improv edition
FT Alphaville
Total comp: $4.6mn. Of which furniture discounts? Uh, $900k
FT Alphaville
FTAV’s further reading
FT Alphaville
Are global trade imbalances just ‘one really big surplus’?
FT Alphaville
Systemic risk or BUST?
David Lin
Bitcoin To $0 Warning: Quantum Can Break Encryption In Minutes Warns Nobel Physicist | Chris Tam
FT Alphaville
Did news of EQT’s takeover approach for Intertek leak 7,000 miles away?
Macro Voices
MacroVoices #528 Luke Gromen: Hormuz Could Lead To a 1956 US Suez Moment
Macro Voices
MacroVoices #528 Luke Gromen: Hormuz Could Lead To a 1956 US Suez Moment
David Lin
Stocks Soar Triple-Digits On AI Mania, Is This The Market Top? | Jason Shapiro
RiskReversal Media
Is It Finally Software's Time To Shine?
Adam Taggart | Thoughtful Money®
Will This Unlock The True Power Of Nuclear Energy? | Matt Lozak, Aalo Atomics
Forward Guidance
Market Structure is Fueling an Inflation Trap | Weekly Roundup
Hidden Forces
Why America Cannot Afford to Lose Another War | Marvin Barth
FT Alphaville
Who’s managing all the sovereign wealth?
FT Alphaville
FTAV’s further reading
David Lin
Q2 Warning: V-Shaped Rally Is False Hope, Tech Repeats 2000 Bubble | Ted Oakley
Maggie Lake Talking Markets
How Long Can This S&P Winning Streak Continue? | With The Blind Squirrel and Erik @YWR
Adam Taggart | Thoughtful Money®
Stephanie Pomboy: Iran War Creating A Global Scramble For Hard Assets?