Macro Minute Video
Macro Minute Video
Video: Macro Minute: Google capital raise brings AI IPO/public raise tally to $340 billion.
VIDEO_:_ We discuss the upcoming capital raises by SpaceX, Google, Anthropic and OpenAI. We believe investors are willing to provide this substantial capital in the...
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Macro Minute Video
Video: Macro Minute: Equity markets remain healthy, supported by strong economic data and earnings. Keeping an eye on SpaceX IPO
VIDEO_:_ We discuss how we generally view the rise in stocks since late April as healthy. The May ISM manufacturing report and April JOLTS (today)...
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Macro Minute Video
Video: Macro Minute: US outperformance reflects its advantage in compute and Energy
VIDEO_:_ We discuss why the US is probably the best positioned of any region given the leadership in compute and energy. And South Korea is...
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Macro Minute Video
Video: Macro Minute: The 5 challenges we see for incoming Fed Chair Warsh in his first 100 days.
VIDEO_:_ We discuss the 5 challenges in the first 100 days for incoming Fed Chair Kevin Warsh. The economy is strong, but we know there...
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Macro Minute Video
Video: Macro Minute: $NVDA to report Wed and with a forward P/E of 19X, still reasonably priced. Oil and 10Y headwinds, but swaps show CPI YoY likely to peak in June 2026
VIDEO_:_ NVDA is set to report Wed and equities have been soft in front of this, particularly given oil is back to highs and yields...
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Macro Minute Video
Video: Macro Minute: $NVDA results Wed and Warsh Friday are key macro events. Software risk/reward still attractive given the sizable underperformance since Oct
VIDEO_:_ There is a lot of macro this week and the focus will be on NVDA -6.40% Wed and new Fed Chair on Friday. We should...
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Macro Minute Video
Video: Macro Minute: Hot April Core PPI, but market takes this in stride = good. Median P/E of S&P 500 still "de-rating"
VIDEO_:_ April Core PPI was higher than consensus at +1% MoM and many of the biggest surges were petroleum and chemical based products. Despite this...
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Macro Minute Video
Video: Macro Minute: April Core CPI above expectations at +0.38% MoM, distorted due to Oct govt shutdown. Alternative Truflation shows much lower current inflation
VIDEO_:_ Today's April CPI report highlights the question of what are the inflation metrics that matter to the Fed. Energy will cause inflation to rise. ...
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Macro Minute Video
Video: Macro Minute: April Core CPI on Tue am and will likely show first hints of inflation. Polymarket shows 74% chance of Clarity Act passage = good for crypto
VIDEO_:_ There are a few things we are watching this week. First, is April Core CPI on Tuesday. This will reflect the first impacts of...
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Macro Minute Video
Video: Macro Minute: The stocks working in 2026 so far sell things that are scarce = our thesis is tracking.
VIDEO_:_ We look at the leaders in 2026 so far, and it is companies that sell something scarce. The crypto bear market or 'crypto winter'...
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