This week's episode covers a lot, between providing further coverage on geopolitical tensions and a likely additional US shutdown, there's plenty to talk about. The team also gets into the Japanese Yen Carry Trade and how that relates to the broader market (make sure to check out Gherk's X post linked below for more insights as well). Finally, they cover this week's earnings and some of the challenges the Mag7 face around turning AI investment into meaningful revenue.

Excellent write-up by Gherk on the Yen carry trade:https://x.com/gherkinit/status/1731882179183988924?s=20

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