In this episode of Personable Markets, host Harvey Bracken-Smith and guest Luke Sloman analyze a defining week in global finance. Nvidia hits a $5 trillion valuation, the Federal Reserve pauses rate cuts, and Trump and Xi Jinping outline a potential new trade framework that could reshape technology, agriculture, and rare-earth supply chains. They explore the AI-driven surge in earnings from major tech firms, the growing dominance of the “BATMMAAN” stocks, and the UK’s controversial tax propo...
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In this episode of Personable Markets, host Harvey Bracken-Smith and guest Luke Sloman analyze a defining week in global finance. Nvidia hits a $5 trillion valuation, the Federal Reserve pauses rate cuts, and Trump and Xi Jinping outline a potential new trade framework that could reshape technology, agriculture, and rare-earth supply chains. They explore the AI-driven surge in earnings from major tech firms, the growing dominance of the “BATMMAAN” stocks, and the UK’s controversial tax propo...
Personable Markets: Fed Cuts Rates, Apple & Oracle Surge, Tiktok Deal, Slowing Labour market (AI?!)
Personable
1 hour 6 minutes
1 month ago
Personable Markets: Fed Cuts Rates, Apple & Oracle Surge, Tiktok Deal, Slowing Labour market (AI?!)
This is the 4th episode of Personable markets in which I aim to speak to a hedgefund manager, VC or Investment Banker every week on real world market events. In this episode I speak to... Luke Sloman who is a third-year Business and Management student at the University of Exeter, currently spending his year abroad at the University of Sydney. Luke grew up in Tokyo until the age of 13 before moving to the UK for boarding school. His academic interests focus on finance-related modules, which c...
Personable
In this episode of Personable Markets, host Harvey Bracken-Smith and guest Luke Sloman analyze a defining week in global finance. Nvidia hits a $5 trillion valuation, the Federal Reserve pauses rate cuts, and Trump and Xi Jinping outline a potential new trade framework that could reshape technology, agriculture, and rare-earth supply chains. They explore the AI-driven surge in earnings from major tech firms, the growing dominance of the “BATMMAAN” stocks, and the UK’s controversial tax propo...
