🎙 The Podcast
Three voices walk through every Investment Flash edition.
Tom (American), Gerald (British) and Marie (French) debate the day's signals, the convergence radar, and our view. Each episode lands ~10 minutes after the edition itself, twice on weekdays and once on weekends.
Latest episodes
Oil faces a demand-supply split as US selling and China weakness counter Iran fears, while retail floods record chip highs; USO +101% YTD, SMH at all-time highs.
KOSPI hits record on AI chip frenzy while Morgan Stanley sees $150 oil on Hormuz risk, but retail late to chips flags reversal.
Iran war stalemate drives oil higher and fuels inflation concerns, with Pimco warning the Fed may hike; memory chips surge on supercycle.
Chip stocks surge to new highs on soaring profits, while oil stays elevated on Iran war and European carmakers absorb €8bn in Trump tariffs.