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This week starts with optimism in global markets as Asian indices and US futures open higher. The S&P 500 just posted its strongest week since June, driven by solid earnings and hopes for progress in Ukraine. Trade tensions have eased somewhat, boosting European stocks. Energy markets are under pressure, with oil prices in a bearish zone after breaking key support levels, though upside risks prevail.

Big news: Nvidia and AMD plan to pay the US government 15% of their Chinese chip sales to reduce export-restriction risks and gain more revenue transparency. This unusual move raises questions about national security priorities versus financial interests.

AI investors will watch CoreWeave earnings closely, while cybersecurity stocks face seasonal pressure — presenting potential buying opportunities for long-term exposure.

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European stocks rallied on Trump-fueled hopes of brokering peace between Russia and Ukraine—but that optimism is fading fast. Defense names slid after Rheinmetall’s disappointing results, while BAE and Leonardo offered mixed signals. Meanwhile, Switzerland left Washington with no tariff relief, and a 39% levy looms over exports.

In the US, oil broke below $65pb, jobless claims surged, and inflation expectations jumped—classic stagflation territory. Yet markets are betting on more Federal Reserve (Fed) cuts, especially with Stephen Miran expected to replace Adriana Kugler and Christopher Waller floated as the next Fed Chair.

Tech continues to be the market’s virtual comfort zone, as AI demand defies macro noise. Japan’s SoftBank and Sony hit highs, while US chipmakers like Nvidia rallied on tariff protectionism that exempt them from 100% tariffs.

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Tariff news is anything but soothing. Allies are spooked. Apple’s throwing $600 billion on the table — just to keep Trump calm. Welcome to The Trump Order — where global trade bends to one man’s will.

India and Switzerland are caught in the crosshairs of aggressive new tariffs. Big Pharma could face duties of up to 250%. Apple is rushing to shift iPhone production to the U.S., but these relocations will likely accelerate AI adoption rather than boost jobs.

Meanwhile, demand for U.S. bonds weakened this week — but yields remain contained as the Fed faces pressure to cut rates regardless of inflation data. If trust in U.S. inflation numbers erodes, the $2 trillion TIPS market could take a hit. Gold might benefit as a hedge, but Bitcoin’s inflation credentials remain statistically weak.

The ECB and BoE are also walking a tightrope. The BoE is expected to cut 25bps — but whether it’s a hawkish or dovish cut will shape sterling sentiment.

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Mixed PMI data, sticky inflation, and a reality check for Federal Reserve (Fed) rate cut hopes are on the menu of today’s episode. Slower US service activity and hotter-than-expected price pressures have markets rethinking (but just a little) about a September rate cut, sending 2-year yields climbing. Meanwhile, Trump’s tariff threats — including on chips, drugs, and even countries buying Russian oil — are fueling trade chaos. Equities look mixed, though tech stars like Palantir defied the trend. In Europe, luxury struggles, but defense and tech stand tall. Shell and BP beat expectations despite earnings declines, focusing on shareholder returns over aggressive green spending. Saudi Aramco continues to borrow to pay dividends, while oil flirts with key support on mixed signals — from a possible Russia-Ukraine air truce to Trump’s tariff threats on Indian oil flows. Will oil crack lower? Can the Fed actually cut rates in this environment? And how will Europe navigate the digital age with no real leverage?

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Markets kicked off the week with a bang as dip buyers jumped in, brushing off last week’s correction. With retail traders driving the rally and institutional investors still holding short positions, the S&P500 just had its best day since May. So, what’s fueling this optimism? Strong tech earnings, rising expectations of Fed rate cuts, and a belief that bad news is good news. But not everyone’s convinced. Bears point to narrow profit growth outside of tech, sticky inflation, and uncertainty on every front—from geopolitics to tariffs.

In this episode, we break down the bullish and bearish arguments, dive into bond and FX moves, and look ahead to key catalysts like AMD earnings and central bank decisions. Will the rally stick, or is a correction around the corner?

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Tariff chaos, a weakening US economy, Trump’s pressure on Federal Reserve (Fed) and the Bureau of Labor Statistics (BLS) and an AI-driven tech rally — all in just two weeks. Market sentiment is turning sour even though the Fed cut expectations mount and the S&P500 earnings beat expectations.

But is the S&P 500’s strength overstated? Are markets ignoring the recession signals? And who really pays for all these tariffs?

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We're finishing a volatile week, but how's August going to be? More volatility or more bullrun action?

00:00 Intro

00:24 Disclaimer

00:29 Preview

00:53 Bitcoin

03:59 Ethereum

06:39 Solana

09:00 Subscribe & Good bye

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Markets don’t move on news — they move on surprises. In this episode, we dive into one of the most misunderstood concepts in trading: the difference between positioning and sentiment.

What are hedge funds really betting on? What do retail traders say they feel — and what does that actually mean for price action? We explore how to read the CFTC’s Commitment of Traders (COT) report, how to interpret retail sentiment, and why combining these tools can help you spot potential squeezes, reversals, and turning points before they happen.

If you’ve ever wondered what’s already “priced in,” this one’s for you.

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In this episode, we break down ETFs (Exchange-Traded Funds) — what they are, how they work, and why they’ve exploded in popularity over the past decade. Whether you’re looking to invest in clean energy, global tech, emerging markets, or even short specific sectors, there’s likely an ETF tailored to your strategy. Learn how ETFs offer diversification, low fees, and easy trading—and discover the difference between broad market ETFs, sector-specific ETFs, and thematic funds.

We also explore how ETFs can reduce risk compared to picking individual stocks, and how investors are using them to fine-tune their exposure to the US and global markets.

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When inflation is back in the spotlight—and it’s eating into your money, how do investors protect themselves when the value of cash drops?

In this episode, we explore the best assets to hedge against inflation—from gold and commodities to dividend-paying stocks, TIPS, and real estate. We unpack why these tools matter, how they perform in inflationary cycles, and how to use them wisely in your portfolio.

Whether you’re a long-term investor or just starting out, this is your go-to guide to navigating inflation with confidence.

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