POD O'CLOCK
God knows there's enough to worry about, but please find space in your head to also worry about stablecoins.
@robarmstrong.bsky.social and I chatted to brainbox @bhgreeley.bsky.social to explain why
www.ft.com/content/f9c8...
As George Orwell once said, ‘Kristi Noem makey uppy stuff’
[Exit Murderer.]
www.youtube.com/watch?v=sr_y...
"The day the UBS Global Investment Returns Yearbook appears is something like Christmas Day for sad markets nerds." - @robarmstrong.bsky.social here on some of its findings this year. One ignore geopolitics
The efficent markets hypotheisis applies to clothes:
as.ft.com/r/4a16efa4-b...
We done a pod innit
Me + @robarmstrong.bsky.social + FT oil nerd @jamiesmythft.bsky.social on The Obvious featuring:
-oil 📈
-Gas 🚀
-anyone fancy piloting a ship through the Strait of Hormuz? Anyone? 🚢
-markets 🤮
-sausage rolls 🥧
-2026 is going *just great* 👍🏻
open.spotify.com/episode/3h5w...
Chart of the Week: Nvidia’s sales rocket while its shares flatline—There is no sign that data centre spending, and therefore sales of Nvidia’s GPU chips, is slowing down any time soon. But the longer-term future… www.ft.com/content/45c1... @robarmstrong.bsky.social @financialtimes.com
here's the gist:
What excellent advice, Dom! Evergreen.
futures market says this whole thing is wrapped up lunchtime tonorrow
I miss Todd Snider
👂🏻 POD TIME 👂🏻
me, @robarmstrong.bsky.social & special guest @alanbeattie.bsky.social on what is going on with tariffs after the big 👎🏻 from the Supreme Court, featuring
-new tariffs? How? 🤷🏻♀️
-refunds FTW 💰
-the friends you lose along the way 😢
-HALO = new TACO 😇
open.spotify.com/episode/2BLa...
I just wonder if all that capex spend buys them something commodizsable, ie, they are just building huge compute utilities. It's a moat, but low ROIC?
Harsh, but fair
A viral research note on AI gets its economics wrong
economist.com/finance-and-...
Gavin you did a better job with this than I did -- are you, by any chance, AI? It would make me feel better if you were
Just shows how certain he was
A vintage black-and-white photo of a young boy in a tweed suit and white shirt, standing in front of a blurred botanical backdrop.
25 February 1932 | A French Jew, Henri Dresner, was born.
He arrived at #Auschwitz on 9 August 1942 in a transport of 1,069 Jews deported from Pithiviers and Beaune-la-Rolande. He was among 794 people murdered in a gas chamber after selection.
👂🏻 POD TIME 👂🏻
me and @robarmstrong.bsky.social on
-AI doom or AI boom?
-Scaredy-cat flip-flop stocks
Plus:
-subterfuge!
-Seals!
-Shrinkflation!
open.spotify.com/episode/2DLP...
- @robarmstrong.bsky.social put it well this morning in a note on Citrini www.ft.com/content/8a09...
alas
UPDATE: fake me has been suspended, nice job @bsky.app
Gawd
LOL
good call
I have no idea
thanks tony!
ok did that
what do I do?
