Financial Sense(R) Newshour podcast

Raw Realities: AI, Data Centers, and the Global Energy Transition

05/10/2024

Financial Sense(R) Newshour

0:00

44:07

Oct 4, 2024 – The accelerating growth of AI, build out of hyperscale data centers, and the ongoing global energy transition are creating a large demand for various commodities: copper, silver, lithium, cobalt, rare earths, and others. Today on Financial Sense...

D'autres épisodes de "Financial Sense(R) Newshour"

Raw Realities: AI, Data Centers, and the Global Energy Transition
il y a 15 heures
44:07
Oct 4, 2024 – The accelerating growth of AI, build out of hyperscale data centers, and the ongoing global energy transition are creating a large demand for various commodities: copper, silver, lithium, cobalt, rare earths, and others. Today on Financial Sense...
Markets Seeing Rush of Global Liquidity, Says Bloomberg's Simon White (Preview)
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Oct 3, 2024 – We’re all aware of the disastrous flooding that just swept through parts of the US. But what you might not be aware of is the flood of liquidity moving into the markets right now. That’s what we’re going to dive into today...
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Deep Dive: Investing in the Space Race of the 21st Century (Preview)
il y a 3 jours
3:52
Oct 2, 2024 – We recently re-aired an interview with uranium and nuclear analyst Mart Wolbert from earlier this year, where he discussed the behind-the-scenes efforts by major tech companies to embrace nuclear power. In recent weeks, this has been confirmed...
Moody's Analytics' Cris deRitis on 'Guarded Optimism', Political Risk Factors for 2025 (Preview)
01/10/2024
3:31
Oct 1, 2024 – FS Insider speaks with Cristian deRitis, Deputy Chief Economist at Moody's Analytics, on the big picture outlook for the US economy, US consumer, inflation, potential impact from Fed rate cuts, the upcoming election, and much more...
Hold on to Your Wallet: Your Taxes Will Be Going Up
30/09/2024
32:29
Sep 30, 2024 – In today's Lifetime Planning segment of the Financial Sense Newshour, we’re going to explore the key details on the expiration of the Trump tax cuts on January 1, 2026, and who is going to be impacted by this. We’ll also be diving into...
John Roque Says Market Action Is Constructive, Industrial Metals Picking Up
28/09/2024
41:35
Sep 27, 2024 – Following the Fed's rate cut and now the announcement of Chinese stimulus, market bulls are charging ahead and John Roque at 22V Research says that market breadth is confirming new highs. Today, he provides...
Smart Macro: A Very Big Week for the Bulls
27/09/2024
24:14
Sep 27, 2024 – We just experienced a significant week for the markets, marked by several noteworthy events that could shift the economic outlook. After the Federal Reserve announced a 50-basis point rate cut last week, China has now unveiled...
Jacob Shapiro on Chinese Stimulus, Commodity Surge, and Escalating Wars (Preview)
26/09/2024
2:31
Sep 26, 2024 – Today, we explore major developments in finance and geopolitics, including the response to Chinese stimulus, significant movements in emerging market stocks, commodities, nuclear energy, and the ongoing conflicts...
Fund Managers Are Bearish – Time to Be a Contrarian? (Preview)
25/09/2024
2:12
Sep 25, 2024 – FS Insider speaks with Alex Barrow, Founder of Macro Ops, a former intelligence professional and sniper for the marines. Alex explains why he thinks it's time to be bullish on the US stock market and risk assets even though...
Big Tech + Nuclear Power (Preview)
24/09/2024
3:56
Sep 24, 2024 – Uranium and nuclear stocks are experiencing a surge following last week's announcement of Microsoft’s ambitious move toward nuclear energy to meet its skyrocketing electricity demands in the race to build AI. But it’s not just Microsoft...

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