Market Signals

Trends, data points, macro shifts

Market-moving signals distilled from 21+ podcasts covering macro trends, sector shifts, and the data points that matter for dealmakers and operators.

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Macro Voices Real Vision: Finance & Investing All Else Equal: Making Better Decisions Risk.net Podcasts Bankless The Grant Williams Podcast CNBC's "Fast Money" Bloomberg Surveillance Motley Fool Money What Goes Up Unhedged Odd Lots The Compound and Friends Animal Spirits Podcast Top Traders Unplugged We Study Billionaires - The Investor’s Podcast Network The Intrinsic Value Podcast - The Investor’s Podcast Network PreMarket Prep Focused Compounding The Long View The Meb Faber Show - Better Investing
Will China's Tech Shift Redefine Western Market Entry?
LATEST ISSUE

Will China's Tech Shift Redefine Western Market Entry?

Global economics realign: technology leadership shifts, market dynamics upend, and Western markets face disinflation and labor changes amidst a fundamental tech and trade power shift.

· 12 min read
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ALL MARKET SIGNALS ISSUES

How Is the Bond Market Driving 30-Year Treasury Yields?

The Fed is stepping back from explicit guidance, forcing markets to function with less hand-holding. This is a regime change from the post-2008 era.

Aug 5 · 12 min read

Will China's Playbook Drive Oil to $200 and Reshape Global Money?

The market demands ROI from AI and faces rising costs from geopolitical shocks. China’s strategic plays might drive oil to $200 and redefine international…

Jul 29 · 13 min read

The Market Lost Its Tolerance for Company Spending

The market's narrative is unraveling as persistent inflation and energy tightness clash with AI's promised productivity.

Jul 22 · 15 min read

Man Group Ramps up AI Token Consumption by 86x

The investment landscape is shifting from broad AI enthusiasm to a sharp focus on its tangible costs and ROI.

Jul 15 · 12 min read

S&P Trades at 21x Earnings, but EM Growth Is Just as Strong

The US is quietly rewriting the rules of capitalism by acting as an implicit guarantor for massive capital expenditures, particularly in AI infrastructure.

Jul 8 · 13 min read

The AI Gold Rush Is Over, Now CFOs Demand ROI

The AI gold rush created a massive spending cycle, but now the bill is due. With memory costs soaring and CapEx expected to double.

Jul 1 · 15 min read

2008 All Over Again? An AI Credit Event Is Looming

Equity markets are calm, but geopolitical "high-value pauses" reshape energy markets, and an AI credit crisis brews. This means your cost of capital is likely higher than it appears.

Jun 24 · 13 min read

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