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.
Today's podcast centers on the recent short-term rally of the US dollar, driven by geopolitical tensions in Iran and surging oil prices, and how these factors are complicating the outlook for emerging markets and Federal...
Today, Sam continues his coverage on the CAT Bond Market.
Today, Petr will give an update on the used car market.
Today Petr discusses the growth in semiconductors.
Today Petr discusses the boom in data centers.