Jul 6 · 5 min
Media
Watch, listen, read.
The research notes behind the morning brief — play each one right here, or read it. Same signal, three ways in.
Latest videos
The full pieces from the desk — play each one right here.
The notes
Watch, listen, or read each one — it never leaves the page.
executive · Jun 15
The Copper Bottleneck Under the AI Boom
We flagged the physical copper bottleneck under the $725B AI buildout while consensus watched the chips. This month Bloomberg made it the call.
executive · Jun 15
The Quiet Exit: Why the Wealthiest Are Trimming the Dollar
The wealthiest investors on earth are quietly doing something they almost never do: reducing their exposure to the US dollar.
Podcast · 4 min · Jun 15
The Great Repricing: The Credit Layer
The repricing began at the exit, not the price: a $31bn retail private-credit fund capped withdrawals at 5% after 17% asked out. The gate came down.
Podcast · 4 min · Jun 15
The AI Bubble Isn't in the Chips — It's in the Copper and the Loans
The AI danger was never in the chip stocks everyone follows — it's in two layers almost nobody is pricing: the copper and the credit.
Clips
A few short decodes — sixty seconds each. The rest live on the channel.
Jul 10 · Clip
The AI Trade Is Cracking — in the Bond Market, Not the Stock
Jul 9 · Clip
You've Been Watching the Oil Price. That's the Wrong Number.
Jul 8 · Clip
You Were Promised a Rate Cut. The Fed Changed Its Mind.
Jul 6 · Clip
A Good Job Used to Buy a House. Not Anymore.
Jul 4 · Clip
AI Is 'the Cloud' — Until It's YOUR Power Bill.
Jul 3 · Clip