This week's episode covers a lot, between providing further coverage on geopolitical tensions and a likely additional US shutdown, there's plenty to talk about. The team also gets into the Japanese Yen Carry Trade and how that relates to the broader market (make sure to check out Gherk's X post linked below for more insights as well). Finally, they cover this week's earnings and some of the challenges the Mag7 face around turning AI investment into meaningful revenue.

Excellent write-up by Gherk on the Yen carry trade:https://x.com/gherkinit/status/1731882179183988924?s=20

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This week's episode focuses on the NASDAQ's recent performance and the implications of political events on market volatility. Gherk, JFresh, and Dork get into the potential impact of tariffs on European allies and broader implications for global trade, especially in light of the ongoing tensions between the U.S. and various countries. The hosts also explore the dynamics of the banking sector, discussing recent earnings and challenges banks face in a changing economic landscape, including the potential for rising inflation and interest rates!

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In this episode, the Gherk, JFresh and Dork dive into the intricate world of geopolitics and its impact on global markets. From the tensions between Trump and the Federal Reserve to the implications of tariffs and the independence of the Fed, the discussion hits on things from many angles.

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