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...
Trump Imposes 100% Tariffs on China, US-China AI War, Mag 7 Future, Gold Hits $4,000!
Personable
1 hour 4 minutes
1 month ago
Trump Imposes 100% Tariffs on China, US-China AI War, Mag 7 Future, Gold Hits $4,000!
Stephen Roberts, Founder of Orgueil Capital (an investment vehicle with its North Star to quintuple capital over the next 8–9 years) and former Partner at Horseman Capital, returns to Personable Markets for his third appearance. From navigating hedge fund cycles to founding his own investment vehicle, Stephen brings decades of experience in global macro investing and portfolio construction. In this episode, he breaks down the real-time market volatility, the U.S.–China standoff over rare ear...
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...
