What does cheaper South African biltong have to do with a rally in large-cap U.S. tech stocks? Roger, Justine and Alex discuss the knock-on effects of the shifts in emerging market currencies— also touching on earnings excuses, the myopic U.S. rally, and romantic questions.
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Yesterday
Global Stocks Rally, US Economic Resilience, and Crypto Market Highlights: PALvatar Market Recap, January 22 2025
⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar breaks down a global risk-on rally after President Trump eased tariff ten ... Show More
5m 44s
Jan 21
Trade Tensions Roil U.S. Stocks, UK Inflation Holds, Asia Mixed: PALvatar Market Recap, January 21 2026
⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar covers a lighter schedule as the team heads to Miami for the Crypto Gathe ... Show More
3m 44s
Jan 20
Greenland Tensions, Record Metals, and Crypto Volatility: PALvatar Market Recap, January 20 2026
⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar breaks down a sharp global risk-off move as Greenland tensions and renewe ... Show More
5m 24s
Oct 2022
Prof G Markets: The Merits of ETFs, Boring vs. Sexy Investments, and the UK’s Monetary Crisis
This week on Prof G Markets, Scott discusses what makes a good ETF, and shares his thoughts on why investing in boring companies often leads to greater returns. He then explains why the markets had such an adverse reaction to the U.K. government’s latest tax breaks.
Learn more ab ... Show More
22m 16s
Aug 2023
MM124: Is Nvidia overvalued and why the expansion of the BRICS matters to the West and the rest!
<p>Nvidia reported an incredible 88% jump in revenue this week driven by the ongoing demand for AI chips. However, their shares finished the session flat. What is a fair valuation for the tech stock and can its shares continue to rise?</p><br><p>The BRICS (Brazil, Russia, India, ... Show More
44m 32s
Mar 2022
Is the AR and VR market only for trillion dollar companies?
Hello and welcome back to Equity, a podcast about the business of startups, where we unpack the numbers and nuance behind the headlines. Every Monday, Grace and Alex scour the news and record notes on what’s going on to kick off the week.
As before, the Russian invasion of Ukrain ... Show More
10m 14s
<p>A BIG week for global markets, from tech earnings to central bank decisions, get the full low down.</p><br><p>On the trading floor this week, Anthony and Piers discuss:</p><p><br></p><ul><li>Meta makes a comeback, Google excels on advertising spend and Microsoft posts tepid nu ... Show More
