Run for the Shadows
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Run for the Shadows
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A look into U.S./China trade tension escalation, the blockbuster AI deal between AMD and OpenAI, spotlighting a $100 billion-plus investment that could reshape AI hardware competition and market dynamics, and a preview of the upcoming earnings season kickoff with JPMorgan and other banking giants, a key economic barometer.
Plus, gold hits an all-time high above $4,000 an ounce, signaling growing global economic uncertainty as central banks diversify away from the dollar.
This episode’s title draws inspiration from David Bowie’s song “Golden Years” (circa 1975) and its recurring hook "run for the shadows" which means to seek refuge, acknowledging that the good times are temporary and a difficult, "shadowy" period is coming.
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