<p>Michelle and Vox unpack a quiet tension inside one of the hottest themes in tech and markets. AI-agent forecasts are exploding, but the evidence for truly independent agents is still narrow, which leaves investors with a harder question: where is the real value today, and where is the story still running ahead of proof?</p>

Michelle and Vox unpack a quiet tension inside one of the hottest themes in tech and markets. AI-agent forecasts are exploding, but the evidence for truly independent agents is still narrow, which leaves investors with a harder question: where is the real value today, and where is the story still running ahead of proof?

S1E85 - When the Agent Market Grows Faster Than the Agents

Thinking in Markets focuses on the structure behind global markets — time, liquidity, and the interaction between futures and cash sessions. From macro instruments like rates and FX to equities across Asia, Europe, and the U.S., each episode turns complex systems into simple, durable frameworks.

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S1E85 - When the Agent Market Grows Faster Than the Agents

S1E85 - When the Agent Market Grows Faster Than the Agents