AI: More Hype Than Substance?

Explore the latest market insights with Tony Nash as he shares expert perspectives on hot topics from US CPI trends to tech stocks and global economic dynamics in this BFM 89.9 podcast episode. Gain valuable insights for your investment strategy.
Giddy euphoria in US markets; US LNG exports; Germany‘s EV dreams & industrial nightmares
US LNG exports
Spiraling deflation?; Coal; Middle East, Venezuela
Deflation and coal
What happened in China?; Why did silver rally?; Fed & QRA
What happened in China?; Why did silver rally?; Fed & QRA
BBC: Donald Trump Favourite To Win New Hampshire Poll

Tony Nash joins the BBC Business Matters podcast and discusses various topics such as the primary elections in New Hampshire, the economic and political divide in the US, ageism in the workplace, trade tariffs and global supply chains, Netflix’s streaming platform, and the political campaign. He provides insights on these topics, sharing his perspectives and experiences
The Fed, equities, and geopolitics Iran acting out and Red Sea
This Week Ahead episode is joined by Tavi Costa, Albert Marko and Tracy Shuchart. They discuss The Fed, equities, and geopolitics, Iran acting out and Red Sea: Crude hasn’t budged.
BFM 89.9 Market Watch: 2024 Is Still The Year For Tech

In this BFM Market Watch episode, Tony Nash discusses the current state of the US equity markets, noting that valuations are stretched and earnings growth is expected to be below 5% on average year on year. He also highlights the potential for a cost-cutting cycle for companies and the impact of AI-related stocks in the tech sector.
CNA: US Banking Giants Optimistic Amid Nasdaq Drop, Market Resilience in Question

The episode discusses the optimism expressed by US banking giants for the year ahead, as well as their warnings of potential to the economic recovery. It also covers the of bank earnings results on Wall Street and the influence of US fiscal spending and budget agreements on sentiment.
Bitcoin ETFs, inflation and labor data; industrial metals and junior miners; and the Yellen factor
This Week Ahead episode is joined by Mike Green, Albert Marko and Tracy Shuchart. They discuss Bitcoin ETFs, inflation and labor data, industrial metals and junior miners and the Yellen factor.
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