Big Tech’s earnings season is delivering record numbers — but the market isn’t impressed. Their spending plans spook investors that scream: “Stop spending.”
This tension is now the defining theme of the AI trade. Tech giants argue they must invest to meet soaring demand and AI-fueled computing needs, while investors are drawing the line. Even stellar earning ... Show More
Feb 6
How far can you push innovation in banking? | Unlocked
In this episode of UNLOCKED, we sat down with Arjeta, Head of Product Strategy at Swissquote, to explore what innovation really means inside a regulated bank. 🎙️ From her early investing mistakes to leading product strategy at one of Switzerland’s leading digital banks, Arjeta s ... Show More
37m 56s
Feb 6
Tech selloff continues, as metals, Bitcoin wobble
Big Tech is back in the spotlight! Amazon’s $200B AI and infrastructure spending plan sparked an 11% after-hours tumble. Nasdaq futures are down, the USD steadies after a soft Asia session, and the yen hovers just below 157 ahead of Japan’s snap election. Gold and silver are boun ... Show More
10m 25s
Nov 2021
187 - The return of inflation
It’s no secret that we’ve been living in inflationary times, but inflation is always the harbinger of higher interest rates and if they were to go up, what happens? Lessons from Zillow, the problem of tomorrow's big data, yesterday's invented barter, and the amount of debt out th ... Show More
29m 47s
Jun 2024
What’s driving rent inflation?
<p class="p1">While inflation has eased in recent months, rent costs are still running above pre-pandemic norms. What’s driving the strength in rental markets, and what are the implications for inflation going forward? Join Phoebe White, Head of U.S. Inflation Strategy, and Antho ... Show More
17m 1s
Aug 2024
Inflation Data Supports Rate Hikes, Not Rate Cuts - Ep 974
Peter Schiff dissects the latest inflation data, emphasizing the government's manipulation in underreporting true inflation figures. He compares the July CPI and PPI reports, suggesting real inflation rates could be double the official numbers.Schiff highlights the significant fe ... Show More
55m 42s
Nov 2
Inflation and Hurdle Rates: How to Protect Your Money from the Declining Dollar
In this episode of the Learn to Swing Trade the Stock Market podcast, host Brian Montes breaks down the powerful connection between inflation, hurdle rates, and the purchasing power of the dollar.Most people measure success by how much their portfolio or savings account grows — b ... Show More
8m 51s
Aug 2025
Fed independence in the spotlight as markets await key inflation gauge
Yesterday saw a flurry of economic data releases, accompanied by significant political developments. The US economy demonstrated stronger-than-expected resilience in the second quarter, expanding at a revised annualised rate of 3.3%, while recent labour market figures suggest a s ... Show More
16m 25s