🎙 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
Short end reprices while long end shrugs. Nobody position-sized that.
Warsh sets the policy. AI sets the demand.
Bonds are pricing debasement. Equities haven't noticed.
Nvidia validated semis. Sell the bond bounce.
Everything is a scarcity trade now. That's the tell.
Sneaker unwind meets a copper-and-wheat panic. Bonds are the tell.
The yen just got a coordinated lifeline from Washington.
Cloud saves the AI trade. Open-source could wreck it.
Amazon rockets, Apple craters. AI fund implodes.
Inflation hedges are cheap. The AI party won't last.
Iran risk premium resurfaces, squeezing risk assets from both sides.
TLT at 52-week low, USO near highs, Fed hawkish—pain trade continues.