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A comprehensive look at the 2025 global market performance reveals that while US markets did well, international markets, particularly in China, South Korea, and emerging markets, significantly outperformed, challenging the "US is the only game in town" narrative.
Matt Ober, a seed-stage venture capitalist at Social Leverage, discusses the evolving data economy, highlighting how AI is reshaping data business models, the emergence of new data sources, and the transformation of alternative data from alpha to beta.
In a wide-ranging discussion, Dan Krausz argues that fiscal policy and AI are the two most important macro factors driving the economy, with AI potentially providing a critical productivity boom that could help manage long-term inflation and support government debt growth.
Jack and Max discuss the potential popping of the AI bubble, focusing on rising debt issuance for AI development, the financial risks faced by tech giants, and the performance of insurance stocks amid market volatility.
Jack and Max discuss the Magnificent Seven's massive AI capital expenditures, credit market "cockroaches" like Broadcom Telecom fraud, and the Federal Reserve's potential balance sheet expansion, highlighting the ongoing AI investment boom and emerging market stresses.
A deep dive into the credit market's First Brands bankruptcy, potential systemic risks, and its impact on financial markets, alongside a discussion of Trump's potential China tariffs and the stock market's reaction.
Jack and Max discuss the AI capex bubble, gold and silver's rising prices, market froth, potential short positions like Smith & Wesson, and their bullish outlook on US stocks, AI infrastructure, and precious metal streaming companies.