Live unscripted conversations with thought leaders in the world of finance, economics, and investing.

Joined April 2024
3,346 Photos and videos
AI Infrastructure Stocks: Riding the Cycle of Returns @ckaiwu #AI #StockMarket #SP500 #NVDA #TechStocks #Tesla
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Japan's Yen Surge: The Oil Shock Threat Explained. We explore the real risk of a 'tail event' from Japan, focusing on a potential Yen surge and its devastating impact on oil prices. Discover the economic domino effect. #TailEvent #YenSurge #JapanEconomy #OilPrices #GlobalMarkets #Forex #MarketRisk #MacroEconomics
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REIT Leaders & Laggards: Rate Cuts, Trump 2.0, and the Real Estate Outlook Read here: leadlagreport.com/p/reit-lea…
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Europe’s Rebirth: Herve Van Caloen on Germany’s Military & Tech Shift x.com/i/broadcasts/1AKEmOPYA…

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AI: Bull Market to Bear Market? Small Caps Key! AI's impact is shifting from driving the bull market to potentially causing a bear market by replacing industries and leading to layoffs. #ArtificialIntelligence #AIMarket #TechStocks #MarketShift #BearMarket #JobDisruption #FutureOfWork #StockMarket
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Dollar Decline vs Market Concentration: Henry Greene on Emerging Markets Tech and the Next AI Winners x.com/i/broadcasts/1DxLdvZkl…
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Embodied AI in Action: Derek Yan on Humanoid Robotics, KOID ETF, and the Physical AI Shift x.com/i/broadcasts/1DxLdvZjP…

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Will the Gold and Silver Crash Bring Back Treasuries as the Risk-Off Trade of Choice? Read here: leadlagreport.com/p/will-the…
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The AI Trade Is Global: Derek Yan on Dollar Weakness, EM Tech, and Hidden Concentration Risk x.com/i/broadcasts/1jxXgegqy…
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Credit Spreads: All-Time Tight Levels & Volatility Link. Explore the current tight credit spread levels between junk and high-quality debt. #PhilRosen #CreditSpreads #HighYield #InvestmentGrade #BondMarket #FixedIncome #DebtMarkets #MarketRisk
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