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2103 total appearances
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Podcast Appearances

The Finimize Daily Brief
Meta Agreed To Buy Billions Worth Of Chips From AMD, And Investors Bailed On Software Stocks

Even small changes in outlook can shift those expectations and markets adjust quickly, often well before the real economy feels the impact.

The Finimize Daily Brief
The Supreme Court Ruled America’s Sweeping Tariffs Illegal, And Novo Nordisk’s New Weight‑loss Drug Came Up Short

Yes, Sophie in Sydney has our question of the day, and she asks why warnings always seem to fall on deaf ears when markets are doing well.

The Finimize Daily Brief
The Supreme Court Ruled America’s Sweeping Tariffs Illegal, And Novo Nordisk’s New Weight‑loss Drug Came Up Short

Well, rising prices reward risk-taking, and that success can create the illusion that risk has diminished.

The Finimize Daily Brief
The Supreme Court Ruled America’s Sweeping Tariffs Illegal, And Novo Nordisk’s New Weight‑loss Drug Came Up Short

In reality, risk hasn't gone anywhere.

The Finimize Daily Brief
The Supreme Court Ruled America’s Sweeping Tariffs Illegal, And Novo Nordisk’s New Weight‑loss Drug Came Up Short

It's just been masked by momentum.

The Finimize Daily Brief
The Supreme Court Ruled America’s Sweeping Tariffs Illegal, And Novo Nordisk’s New Weight‑loss Drug Came Up Short

The longer a bull market lasts, the easier it becomes to believe that conditions will stay favourable indefinitely.

The Finimize Daily Brief
OpenAI Could Raise $100 Billion, Valuing It At Nearly $850 Billion – And The IMF Thinks China Needs To Lean More On Its Own Consumers

Yes, our question today comes from Emma in Seattle, and she wants to know why one negative headline can sometimes cause such an outsized market move.

The Finimize Daily Brief
OpenAI Could Raise $100 Billion, Valuing It At Nearly $850 Billion – And The IMF Thinks China Needs To Lean More On Its Own Consumers

Well, markets aren't reacting just to the news itself, but to what that news might imply for the future.

The Finimize Daily Brief
OpenAI Could Raise $100 Billion, Valuing It At Nearly $850 Billion – And The IMF Thinks China Needs To Lean More On Its Own Consumers

When information is incomplete, investors often price in worst-case scenarios first and ask questions later.

The Finimize Daily Brief
OpenAI Could Raise $100 Billion, Valuing It At Nearly $850 Billion – And The IMF Thinks China Needs To Lean More On Its Own Consumers

As clarity improves, prices usually settle, but that initial reaction can look dramatic in the moment.

The Finimize Daily Brief
Berkshire Hathaway Made Some Uncharacteristic Cuts, And UK Inflation Landed At Its Lowest In Ten Months

Hey Lana, Alex in San Francisco has our question of the day, and he asks whether it's a contradiction to say markets are unpredictable, yet still feel oddly familiar during every sell-off.

The Finimize Daily Brief
Berkshire Hathaway Made Some Uncharacteristic Cuts, And UK Inflation Landed At Its Lowest In Ten Months

It's a fair question, and look, the reason is that while the events change, the behavior driving markets doesn't.

The Finimize Daily Brief
Berkshire Hathaway Made Some Uncharacteristic Cuts, And UK Inflation Landed At Its Lowest In Ten Months

Investors respond to uncertainty in broadly similar ways.

The Finimize Daily Brief
Berkshire Hathaway Made Some Uncharacteristic Cuts, And UK Inflation Landed At Its Lowest In Ten Months

Fear spreads quickly, confidence evaporates, and risk gets dumped.

The Finimize Daily Brief
Berkshire Hathaway Made Some Uncharacteristic Cuts, And UK Inflation Landed At Its Lowest In Ten Months

So even though no one can predict the next trigger, the emotional response tends to follow a well-worn path.

The Agenda
"The ACC SportsBook - February 19th"

I've got a couple here it's a 5 leg racing multi from Saturday last week and this punter took any 4 of 5 so I only needed 4 of the rest to get up $5 on pretty modest bet returned $6,270 that's tidy $5 nice nice

The Agenda
"The ACC SportsBook - February 19th"

Thunder Noses stuff.

The Agenda
"The ACC SportsBook - February 19th"

And this one is the sickest two-leg multi I've seen so far this year.

The Agenda
"The ACC SportsBook - February 19th"

I don't know if you guys are across the gulf like I am, but Anthony Kim, massive comeback from the clouds.

The Agenda
"The ACC SportsBook - February 19th"

In a past life, he might slot straight into your Tuesday night.