Holidays are approaching and the tree is going up! Fun facts of the most famous tree in NYC. In this episode, Donnovan Andrews, Tom Lee, co-founder of Fundstrat and FSInsight, and Chi Tsang, Managing Partner of m1720 discuss how the market is running higher despite naysayers. Are investors over-relying on economists?  Where’s the upside now? Anyone can now create their own Chat GPT. Will it change the app world?  Starlink is the massive broadband network you’ve never seen. Could it be the one tech IPO that gets the market excited?

X feed blowing up over AI. Techno-optimist manifesto promises tech and free markets will bring save us all. Biden issues EO to protect us from AI. UK hosts AI Safety Summit although all top AI firms are American. Does AI need to be regulated? Now? Will regulation foundation models stifle research? Is Big Tech driving policy for regulatory capture at the expense of open source? What's the government's track record in regulating tech?

French bed bugs about to invade NYC! Gross!
In this episode, Donnovan Andrews, Tucker Grinnan and Chi Tsang, Managing Partner of m1720 discuss how Ozempic is hitting food stocks. The end of snacking and bad eating habits?  Sentiment for venture capital remains icy. What’s it going to take to defrost? China is a huge producer of EVs and batteries. They want to build battery factories in the US, capturing as much as $125 billion in subsidies. Are EV batteries a national security issue?

#1 steak house in NYC? It’s a fake! 
In this episode, we’ll discuss how regulations on Airbnb are rolling out globally. What are the implications for homeowners and tourists?

Succession is playing out in real-life with Rupert Murdoch retiring and handing the keys of the empire to Lachlan. What’s the impact on media? Will Lachlan expand the empire or be an asset manager?

The UAW is undergoing a historical strike. Tough time for car makers as they face an EV future. But who has the leverage?

Nickel is a critical input for EV batteries. Minnesota has some of the largest undeveloped nickel deposits in the world.  Mining could start in a few years. What does this mean for Tesla and the environment?

Summer is over. What does that mean for investors? In this episode, we discuss the markets entering 4Q, what investors are focused on and how they’re positioned. The IPO market is about to get a big test with three big tech IPOs. ARM, Instacart and Klaviyo are well established tech companies, all profitable and their key customers are buying the deal. If successful, it will be very positive for VC and tech. India is in the sweet spot, landing on the moon, courted by the US while buying Russian oil, deftly walking the tightrope of diplomacy. Does India need to choose a side? NYC to crack down on Airbnb. Will it help lower rents or just hurt property values? 

Market is down 5% from its peak. 10-year bonds yields are rising. In this episode, Donnovan Andrews, Tom Lee, co-founder of Fundstrat and FSInsight, and Chi Tsang, Managing Partner of m1720 discuss what's driving the market. Is it the August effect or something more sinister? When does the market bottom? There's a housing shortage in NYC with average rents for 1 bedrooms at $4K. What is the Mayor doing about it and will it work? Alzheimer's is a growing crisis in the US. 20% of people over 60 have mild cognitive impairment (MCI) and 20% of those will get dementia. Only 15K neurologists in the US. Neuroglee is a virtual neurological specialty care platform that treats MCI patients at home with the goal of delaying the onset of dementia. Housing shortage but office glut. WeWork soap opera doesn't stop giving. It's down 90% year-to-date and value has gone from $47B to $100m. What are the lessons learned?

Markets reach new highs before retreating intraday, post Fed announcement. Is this an ominous sign?  Donnovan Andrews, Tom Lee, co-founder of Fundstrat and FSInsight, and Chi Tsang, Managing Partner of m1720, discuss the market reversals, the latest inflation data and why we need to respect the tape. Twitter is gone. X is here. Can X become the super app that Elon Musk envisions? Most experts say no. But isn't what they said about EVs and space? What does X need to do to succeed?

Markets are in the middle of earnings season. Signal to sell or buying opportunity? Donnovan Andrews, Tom Lee, co-founder of Fundstrat and FSInsight, and Chi Tsang, Managing Partner of m1720, discuss Fed moves and how mortgage rates could collapse in November. 40% of the populations in Europe and East Asia will be over 65 in 2050. Policies will need to adapt to the new reality and the world will have to rely on other countries to drive economic growth. Microsoft claims $30/month for its generative AI Copilot can replace an analyst. If true, then it's way too cheap. AI adoption is moving faster than expected into corporate America. Will productivity gains trigger labor replacement? 

Devastating break in core inflation and no signs of inflation in production. Donnovan Andrews, Tom Lee, co-founder of Fundstrat and FSInsight, and Chi Tsang, Managing Partner of m1720, discuss the bullish week even as bears growl. Walled gardens of social media to be torn down as Threads will adopt Activity Pub where users can interact and consume content across platforms. Threads is happy land. Where's the serious convo on Threads? The architecture of OpenAI's ChatGPT-4 is leaked on Twitter and almost immediately removed! Mainstream media has not even picked it up. We have the reveal here and it's a doozy!

Donnovan Andrews, Tom Lee, co-founder of Fundstrat and FSInsight, and Chi Tsang, Managing Partner of m1720, discuss how the ADP jobs figures are not reliable and why strong job figures may be deflationary. Why don't the Chinese don't feel like it's the roaring 20s after the COVID lockdowns? Vulnerability of Twitter creates opportunity for Threads. Threads is a new restaurant; take any seat you want. Armageddon is tear-jerker.