Hosted by Unknown Host · 🇺🇸 US · EN · 14 episodes
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Unknown Host hosts The Daily Drawdown, a general show with 14 episodes published.
The market finally hit the part of the trade where crowded winners stop acting like they can only go up. Tech got hit hard, yields pushed higher, crypto cracked, and a new wave of equity supply is starting to matter. Tec
One earnings miss hit like a stress test for the whole market. At the same time, AI demand is still huge, but the bill is getting real, and capital is getting crowded fast. Broadcom resets the tapeWhy semis are the marke
One earnings miss hit like a stress test for the whole market. At the same time, AI demand is still huge, but the bill is getting real, and capital is getting crowded fast. Broadcom resets the tapeWhy semis are the marke
The market still wants more AI, more power, more chips, and more leverage. The problem is that all of it now comes with a much bigger price tag and a much thinner margin for error. SpaceX IPO shockwaveThe real AI tradePo
This market still wants one thing above all else: more compute. That demand is lifting chips, power, cybersecurity, and mega financing, while also pushing valuations, liquidity, and market structure into much riskier ter
This market still wants one thing above all else: more compute. That demand is lifting chips, power, cybersecurity, and mega financing, while also pushing valuations, liquidity, and market structure into much riskier ter
This week’s biggest message is simple: AI is no longer a software story. It’s a capital markets story, an energy story, and increasingly a supply chain story. Alphabet's $80 billion raiseAI capex becomes the moatThe real
This week’s biggest message is simple: AI is no longer a software story. It’s a capital markets story, an energy story, and increasingly a supply chain story. Alphabet's $80 billion raiseAI capex becomes the moatThe real
The biggest AI story right now isn't another model launch. It's who can actually finance, build, and power the physical stack fast enough. And the market is acting like access to capital and electricity may matter almost
The signal right now is simple: money is pouring into AI faster than infrastructure, regulation, and market breadth can keep up. That gap is creating the biggest opportunities and the clearest fault lines. Berkshire shif
The signal right now is simple: money is pouring into AI faster than infrastructure, regulation, and market breadth can keep up. That gap is creating the biggest opportunities and the clearest fault lines. Berkshire shif
A few storylines are starting to connect. Berkshire is making long-duration bets, NVIDIA is pushing AI off the cloud and onto devices, and the money required to keep this whole buildout going is getting bigger, more publ
The tone in tech is shifting. Investors are starting to reward revenue that already exists, not just AI stories that might show up later. That matters for what to own, what to trim, and where the valuation risk is gettin
The market’s telling a more mature story now. Money is moving away from the loosest AI trade and toward companies showing real enterprise demand, while a few crowded winners are starting to look priced for perfection. En
The market’s telling a more mature story now. Money is moving away from the loosest AI trade and toward companies showing real enterprise demand, while a few crowded winners are starting to look priced for perfection. En
The AI trade just got bigger, narrower, and more complicated at the same time. Dell's numbers lit up the tape, but the real story is what could choke the next leg higher: memory, power, permitting, and the cost of infere
The AI trade just got bigger, narrower, and more complicated at the same time. Dell's numbers lit up the tape, but the real story is what could choke the next leg higher: memory, power, permitting, and the cost of infere
The big story isn't just that AI spending is still exploding. It's that the constraints are getting more physical, more expensive, and more visible. Memory, power, permits, water, and community pushback are starting to m
Markets are trading a lot of hope at once: a possible Iran de-escalation, an AI capex boom, and the idea that inflation can stay sticky without breaking the rally. The problem is most of those assumptions still need proo
Markets grabbed the bullish headline and skipped past the fine print. The problem is the fine print is where most of the risk still lives. US-Iran ceasefireCore PCE and the FedConsumers and credit stressSupply-side infla
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The Daily Drawdown is hosted by Unknown Host. The show is categorised under General and has published 14 episodes.
The Daily Drawdown has published 14 episodes.
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