End of Year Predictions & Discussions

In this episode, the panel discusses market volatility, upcoming economic events, and predictions for various stocks and sectors, providing insights into how investors can navigate the current landscape. 🔹 Market volatility during midterm years 🔹 Impact of legislation like the Clarity Act on mar…

Are The Fed Destined To Keep Rates On Hold Now?

In this episode, Sam and Bret review the latest US CPI number and discuss the impact it has had on the next month's crucial Fed rate decision, as well as dissecting the winners and losers of the earning season so far.  "Fed's rate hike chances are decreasing." "Consumer spending remains a key focus…

$NBIS Soars 34% After Earnings: What Drove the Rally?

Join Sam North as he discusses why Nebius surged over 34% in one trading day. 🔹 Why did it move higher? 🔹 What are the main talking points? 🔹 What will traders be looking at now? 🔹 What could happen next? 🔹 How will traders be looking to play this market? Make sure you subscribe and follow eT…

UK investors more than twice as confident in their portfolios as the economy

In this episode, we explore recent retail investor survey findings, market confidence, and the impact of market rotations on different demographics, with insights from our Market Bites team. "Retail investors are a resilient bunch" "More disciplined investing breeds optimism" "Over a ten-year peri…

Microsoft Flying Higher, Central Banks On Hold & Apple's AI Gamble

In this episode, we explore the latest market trends, the impact of Federal Reserve decisions, and the recent earnings reports from tech giants like Microsoft, Meta, and Apple. Join us for insights into market dynamics, sector rotations, and strategic investment considerations. "The Fed's approach …

Oil Back In Focus, Big Tech Earnings & Capex Concerns

In this episode of Market Bites, we explore the latest market trends, earnings reports, and the impact of geopolitical events on oil prices. Join us for insights into consumer behaviour during the World Cup, the significance of earnings guidance, and the current state of the markets. "Only six per…

Retail investors back China over US in global AI race

In this episode, we explore the latest retail investor insights from the recent Retail Investor Beat, focusing on the AI race between China and the US, and retail sentiment towards AI. Join us as we analyse global trends, market implications, and the evolving landscape of retail investing. 47% of…

Berkshire's Bet, Rotation and Rebalancing & The World Cup's Impact On Stocks

This episode covers current market trends, the impact of the upcoming World Cup on consumer behaviour, and recent significant investments by Berkshire Hathaway in tech giants like Alphabet. The hosts analyse market rotation, rebalancing strategies, and the influence of major sporting events on stoc…

Stocks Flying Higher, Ferrari's EV Play & Small Caps Keeping Pace

In this episode, hosts Sam and Bret analyse current market trends, sector performances, and the impact of social media on stock movements. They explore the rally in tech stocks, the potential rotation of funds into small caps, and discuss the latest on Ferrari's new EV and geopolitical influences o…

Nvidia's Record-Breaking Quarter

This episode explores Nvidia's latest earnings, market position, and future outlook, providing insights into tech stock valuation, investor sentiment, and long-term growth potential. Takeaways 👇 Nvidia's market cap reached $5.38 trillion, making it the world's most valuable company. Despite a str…