AI is reshaping how decisions get made in markets, but does faster insight actually create better outcomes, or just new risks?
We speak with Jan Szilagyi, CEO of Reflexivity and former global macro investor, on how AI is being deployed inside hedge funds and why this moment may be more transformative than the ChatGPT hype cycle suggests.
We explore AI- ... Show More
Today
Market Structure is Fueling an Inflation Trap | Weekly Roundup
Markets are ripping higher, but something underneath feels increasingly disconnected from reality. This, week we break down the growing dominance of flows, derivatives, and policy over fundamentals, and what that means for how markets actually move. We explore extreme positioning ... Show More
37m 18s
Apr 10
Markets Are Trapped Between Geopolitical Chaos and AI Productivity Boom | Weekly Roundup
Markets are sending mixed signals with geopolitics, inflation, and positioning all pointing in different directions, raising concerns about whether this rally is real or just a temporary squeeze before the next leg down. This week, we break down how the proposed ceasefire and AI ... Show More
57 m
Oct 2025
Markets rebound on upbeat earnings and easing credit concerns
Stocks bounce back on diminishing fears regarding US regional bank credit quality and positive earnings reports. Meanwhile, French assets lag on the back of waning investor confidence and company specific news in the banking sector, and the gold rally continues. Today, we are joi ... Show More
13m 36s
Nov 2025
DoubleLine Is Ringing Alarm Bells on the AI Debt Funding Bonanza
Credit investors should be careful about participating in the artificial intelligence boom, according to DoubleLine Capital. “You have to be not only cautious about the tech sector, but the tangential related sectors that are providing support for these new projects,” Robert Cohe ... Show More
45m 22s
Aug 2025
Jerome Powell opens the door to interest rate cuts
Global markets have rallied following Federal Reserve Chairman Jerome Powell's dovish speech on Friday that opened the door to interest rate cuts. In response, stocks, bonds, gold, and crypto assets surged, while the US dollar has fallen. Asian equity markets are following Wall S ... Show More
11m 5s
Feb 2025
Ray Dalio on AI, Job Loss & the Future of the Economy | #EP 148
In this episode, Ray and Peter discuss the changing world order, China vs. the USA, and Ray’s thoughts on the future of the US.
Recorded on Feb 3rd, 2025
Views are my own thoughts; not Financial, Medical, or Legal Advice.
Ray Dalio is a renowned investor, hedge fund manager, an ... Show More
1h 46m