🎙 The Podcast
Tom, Gerald and Marie walk through every Investment Flash edition.
Lively, opinionated, packed with ideas. Every signal, every convergence call, every line of our view — argued out in the time it takes to make coffee. Two editions on weekdays (London & New York), one on weekends. Drops the moment the digest lands.
Latest episodes
Micron soars, Apple sinks: the memory crunch is real.
Micron saved AI. Now watch bonds and oil.
Strong dollar squeezes gold, oil, and the debasement trade.
Micron's profit surge revives AI. The dollar's just getting started.
Mag Seven to Lag Seven. That's a regime change.
Markets seek bottoms. The trade is anti-AI hedges, nuclear, Japan.
Gold and stocks are falling together. That's the real signal.
Semis rip, Warsh erases the dot plot, oil’s split.
Oil's bleeding on peace talks. Supply won't stay quiet.
Oil’s supply premium evaporates; private credit redemptions mount.
The Fed just made dollar strength everyone's problem.
Trade wars, hawkish Fed — only the dollar works.