Trump threatens 100% tariffs on 8 NATO allies over Greenland, sending gold to  $4,700 and markets into freefall. Plus: Fed independence under Supreme Court siege, Japan's fiscal fantasy triggers record JGB yields, and Musk plans orbiting AI data centers. Trade ideas: long gold, short EU autos, long Nvidia.The One Number: 3.2% — record low cash among fund managers. Everyone's all-in.

Trump threatens 100% tariffs on 8 NATO allies over Greenland, sending gold to $4,700 and markets into freefall. Plus: Fed independence under Supreme Court siege, Japan's fiscal fantasy triggers record JGB yields, and Musk plans orbiting AI data centers. Trade ideas: long gold, short EU autos, long Nvidia. The One Number: 3.2% — record low cash among fund managers. Everyone's all-in.

Trump threatens 100% tariffs on 8 NATO allies over Greenland, sending gold to&nbsp; $4,700 and markets into freefall. Plus: Fed independence under Supreme Court siege, Japan's fiscal fantasy triggers record JGB yields, and Musk plans orbiting AI data centers. Trade ideas: long gold, short EU autos, long Nvidia.The One Number: 3.2% — record low cash among fund managers. Everyone's&nbsp;all-in.

20/01 Trump's Greenland Gambit Fractures NATO

Markets move. We tell you why.

Alex and Emma cut through the noise to deliver what matters for investors. Geopolitics, macro, AI, commodities, trade ideas, and the stories everyone missed.

Sharp. Fast. Occasionally cynical. Always actionable.

New episode every market day. 8 minutes. Coffee not included.

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Markets move. We tell you why. Alex and Emma cut through the noise to deliver what matters for investors. Geopolitics, macro, AI, commodities, trade ideas, and the stories everyone missed. Sharp. Fast. Occasionally cynical. Always actionable. New episode every market day. 8 minutes. Coffee not included.

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20/01 Trump's Greenland Gambit Fractures NATO

20/01 Trump's Greenland Gambit Fractures NATO