Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

Cross Asset Strategy

<ul><li>Concerns about the end of US equity exceptionalism could lead to potential weakness in the dollar</li><li>Deepseek model challenges US exceptionalism in tech and could impact equity markets</li><li>Despite volatility, US equity market still strong, but potential for more bouts of volatility ahead</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Concerns about the end of US equity exceptionalism could lead to potential weakness in the dollarDeepseek model challenges US exceptionalism in tech and could impact equity marketsDespite volatility, US equity market still strong, but potential for more bouts of volatility aheadThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX & Equities: Dollar/ equity linkages and the upcoming tariff announcement

Podcast with Crypto Gigabrains, The Delphi Podcast

The Delphi Podcast

Podcast with Crypto Gigabrains

Conversations with Crypto Gigabrains. Hosted by Tommy, Co-Founder and Founding Partner at Delphi Ventures

Equity Bottom-Up

<ul>
<li>Market value of stocks close to 2 trillion, including Nvidia at 600 billion</li>
<li>Author missed opportunity to short Nvidia despite strong case outlined in article</li>
<li>Concerns about competition, margins, and custom chips impacting Nvidia's growth potential</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Market value of stocks close to 2 trillion, including Nvidia at 600 billion
Author missed opportunity to short Nvidia despite strong case outlined in article
Concerns about competition, margins, and custom chips impacting Nvidia's growth potential

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Jeffrey Emanuel: Viral Author of The Short Case for Nvidia Stock - cohosted by Pondering Durian

Junior Finance Analyst, Steno Research

Ulrik Simmelholt

Junior Finance Analyst

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Macroeconomics

<ul><li>Let’s start with DeepSeek.</li><li>The trajectory toward singularity may be accelerating faster than previously forecasted.</li><li>With barriers to entry for AI development rapidly lowering and efficiency gains fueling greater demand rather than less, it seems inevitable that this trend will reshape the AI landscape.</li></ul>

Let’s start with DeepSeek.The trajectory toward singularity may be accelerating faster than previously forecasted.With barriers to entry for AI development rapidly lowering and efficiency gains fueling greater demand rather than less, it seems inevitable that this trend will reshape the AI landscape.

The Drill: The commoditization of AI is here

China

DeepSeek is a Chinese artificial intelligence company that develops open-source large language models (LLM)

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DeepSeek (DPSK12 CH)

Global FX & Equities: Dollar/ equity linkages and the upcoming tariff announcement

Concerns about the future of US equity exceptionalism and its potential impact on the global market, including discussions on the Deepseq model and...

At Any Rate

Jeffrey Emanuel: Viral Author of The Short Case for Nvidia Stock - cohosted by Pondering Durian

The author discusses the potential downfall of Nvidia due to competition in custom silicon, margin pressure, and market timing, highlighting the...

The Delphi Podcast

The Drill: The commoditization of AI is here

Let’s start with DeepSeek. The trajectory toward singularity may be accelerating faster than previously forecasted. With barriers to entry for AI...

Steno Research

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