Back from a voluntary hiatus, Emmanuel returns to discuss market movements, a return to form for the AI trade, earnings beats, geopolitical pressures, and the problem facing the two America’s: Main Street and Wall Street. This is Loose Change, episode 2.

Back from a voluntary hiatus, Emmanuel returns to discuss market movements, a return to form for the AI trade, earnings beats, geopolitical pressures, and the problem facing the two America’s: Main Street and Wall Street. This is Loose Change, episode 2.

#2: Two Americas, One Tape.

Welcome to Loose Change, a podcast about markets, mindset, and valuations. I am your host Emmanuel Banjoko and I currently work in portfolio management. I have spent my career thinking about how markets work, the world at large, and the impacts of that can alter valuations and risk adjusted returns.

Please join me on this journey to find opportunities in the market and perspectives on life.

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Welcome to Loose Change, a podcast about markets, mindset, and valuations. I am your host Emmanuel Banjoko and I currently work in portfolio management. I have spent my career thinking about how markets work, the world at large, and the impacts of that can alter valuations and risk adjusted returns. Please join me on this journey to find opportunities in the market and perspectives on life.

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#2: Two Americas, One Tape.

#2: Two Americas, One Tape.