Send us Fan Mail

Treasury yields have reached their highest levels since the Great Financial Crisis.

What is driving US government debt to decade-long lows and what must happen for this bearish trend to end?

On this episode, we cover all of that and more!

~Afik Tori

Send us Fan Mail

He predicted the AI boom, built a $45B hedge fund on it, then watched leverage wipe out most of it in a week. We dig into what happened to Leopold Aschenbrenner's fund — and what it teaches the rest of us about betting big on being right.

~Afik Tori

Send us Fan Mail

The Japanese Yen is currently trading at its weakest levels against the US dollar. In this episode, we will explore the economic ramifications Japan is facing vis-a-vis its weak currency and potential reactive actions from the Bank of Japan.

~Afik Tori

Send us Fan Mail

Anthropic has quietly filed paperwork with the SEC, setting the stage for what could become one of the biggest IPOs in history—and it may beat OpenAI to Wall Street in the process.

In this episode, we break down Anthropic’s confidential filing, its eye-popping near-$1 trillion valuation, why investors are suddenly embracing blockbuster IPOs again, and what retail investors need to know before buying into newly public companies.

Send us Fan Mail

Today, we’re diving into one of the most anticipated and most speculated-about deals in the market: a potential SpaceX IPO. We’ll break down how an IPO actually works, why the space-tech industry has become such a major investment story, and what a SpaceX public debut could mean for investors if it happens.

~Afik Tori

Send us Fan Mail

In this week's episode, we will explore how the VIX - Wall Street's Fear Gauge - has reacted to escalating geopolitical tensions in the Middle East and what it all means.

~ Afik Tori

Send us Fan Mail

In today’s episode, we explore how new AI tools from Anthropic and OpenAI are putting SaaS companies’ entire business models to the test.

~ Afik Tori

Send us Fan Mail

On this week's episode, we will take a deep dive into what is on everybody's mind: the US and Iran. But what does that mean for oil prices exactly? Let's get right into it!

~ Afik Tori