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Market Chatter

por Mars

Temporada 1

Burry's Rage Against the AI Machine

What does Burry's recent 13F filing really mean?

Whoa, Mama Meme Ah! Beyond Beef Strikes Back!

We discuss how and why meme stocks happen using Beyond Meat as the prime example.

Gold, Past Present and Future

Let's discuss the modern history of gold and what the recent surge means for the future of the U.S. dollar.

Political Shutdown and Markets

Why is the market rising in midst of the U.S. federal government shutdown?

Exchange Traded Funds' (ETFs) Tax Matters

Exchange Traded Funds account for over $12 Trillion in the U.S. and over $13 Trillion globally. There are more ETFs than individual stocks. We discuss its tax efficiency, which is one of the key reasons why the ETF industry has has grown so dramatically.

Zero Days, the Ultimate Stock Market Voting Machine

Ben Graham said the stock market is a “voting machine” in the short term and “weighing machine” in the long term. The zero day to expiration (0DTE) option is the ultimate market voting machine. The surge 0DTE trading is a sign that the market is becoming far more short term focused. We discuss what the product is about and the implications for the current and future U.S. stock market dynamics.

Powell-ful Warning

What did Powell really mean when he said there is no risk free policy ahead? He echoed what Greenspan said in 1996 to drive his point. We walk through the various economic dynamics that are pulling the Fed in diametric ways into a Morton's Fork of sorts.1

In Bitcoin We Trust?

With the major economies incurring hefty deficit spending and stacking massive debt, people are searching for alternative assets other than the fiat currencies in order to store value. Bitcoin has become an accepted option, and we discuss how what is happening has a similar ring to the end of Bretton Woods, and what possibilities exist for the future for the dollar and digital currencies such as Bitcoin and Ethereum.

The Circle (or Bubble) of AI Life

What's with the dealings of Nvidia, OpenAI and Oracle, the Stargate musketeers? Is it a powerful collaboration or a three-card monte of capital formation?

The King (Nvidia) and OpenAI

Whoa, Nvidia and OpenAI! We discuss the implications of Nvidia's $100 billion investment in OpenAI. Why is this happening and what does it mean for the AI industry in terms of growth and risk.

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