
Sign up to save your podcasts
Or


Welcome to a new episode of the fund@mental Weekly Review! This week, we head down to the basement of the global economy to inspect its structural cracks. We analyze seven articles by Gustavo A. Cano revealing a market where the S&P 500 touches all-time highs as an optical illusion, while US debt reaches $39.1 trillion and China's debt multiplies by 130. We will discuss the complete failure of the tense 21-hour negotiations in Islamabad regarding tolls in the Strait of Hormuz and how this has already pushed US inflation to 3.3%. Furthermore, we will explore an alarming scenario projected by the Dallas Fed: a prolonged blockade that could push oil to $167 a barrel and guarantee a severe global recession. Finally, we question what will happen to the billions of dollars allocated for new AI data centers if the Middle East crisis deepens and paralyzes those funds.
By Fund@mentalWelcome to a new episode of the fund@mental Weekly Review! This week, we head down to the basement of the global economy to inspect its structural cracks. We analyze seven articles by Gustavo A. Cano revealing a market where the S&P 500 touches all-time highs as an optical illusion, while US debt reaches $39.1 trillion and China's debt multiplies by 130. We will discuss the complete failure of the tense 21-hour negotiations in Islamabad regarding tolls in the Strait of Hormuz and how this has already pushed US inflation to 3.3%. Furthermore, we will explore an alarming scenario projected by the Dallas Fed: a prolonged blockade that could push oil to $167 a barrel and guarantee a severe global recession. Finally, we question what will happen to the billions of dollars allocated for new AI data centers if the Middle East crisis deepens and paralyzes those funds.