🎙 The Podcast
Tom, Gerald and Marie walk through every Investment Flash edition.
Lively, opinionated, packed with ideas. Every signal, every convergence call, every line of our view — argued out in the time it takes to make coffee. Two editions on weekdays (London & New York), one on weekends. Drops the moment the digest lands.
Latest episodes
Bitcoin $65k on cooling inflation. Warsh says not so fast.
Oil-driven rate-hike bets clash with AI euphoria.
Hormuz spike crushes bonds and stocks. Only oil wins.
Oil spike and AI selloff shred the everything-long trade.
Iran strikes rock markets, but Chinese AI is stealing the show.
Iran strikes tank bonds and gold; rate fears trump safe havens.
Hormuz is closed. The market hasn't woken up yet.
Crypto's bank and Nanya's chips: two distinct bull runs on a quiet macro day.
The VIX is lying. Nasdaq volatility says hedge.
The 2026 chip trade is fracturing. Software is stirring.
Iran bombs, stocks buy. The gap can't last.
Oil jumps 6% on Iran. The Strait of Hormuz is shutting down.