Sam Rines discusses how high-profile tech IPOs and multi-billion dollar bond offerings drive immense wealth creation, fueling robust U.S. consumer demand in luxury real estate, high-end automotive, and restaurant...
In this episode of the Arbor Data Science Podcast, Petr Pinkhasov evaluates recent market dynamics, capacity challenges, and technical charts impacting major defense stocks.
Sam Rines characterizes the latest CPI report as a mixed but largely expected print driven by energy costs, views regional housing spikes in the Northeast and Midwest as potential data anomalies, and anticipates a...
In today's episode, Petr discusses the current state of the quantum computing industry and the implications of a recent government investment.
In today’s podcast, Sam Rines discusses the U.S. Consumer and what we should be looking for as we enter the summer travel season.
In this episode, Petr’s breakdown focuses on the macroeconomic bottlenecks, infrastructure impacts, and cyclical hardware risks, which should be highly relevant for your ongoing modeling of AI's market impact and...
In today's podcast, we revisit the Strategic Petroleum Reserve (SPR) and its significance during the on-going conflict in the Middle East.
This episode examines the shifting U.S. auto landscape, highlighting record-high vehicle ages, the widening gap in car ownership across income levels, and the ways in which remote work is altering consumer sensitivity to...
In this episode, Petr Pinkhasov discusses the critical role of helium in semiconductor manufacturing and the potential supply chain risks associated with it.