Gordon Ritter & Raoul Pal discuss the evolution of the software sector, the SaaS investing market, the future of machine learning, and more.
Dave Metzner explains what policy we can expect with a divided government, the response to COVID and anti-trust suits against big tech.
Thomas Lee discusses the correlation between crypto & traditional markets and Bitcoin’s outperformance.
Mike Green and Louis Vincent Gave deep dive into growing U.S. vs China economic battles. who is positioned to lead in the future? How is C.Y.A. undermining growth and causing risk aversion in Western society.
U.S. stocks are rising after their greatest decline in months, Congress is voting on a “skinny” version of a stimulus bill, and LVMH’s agreement to buy Tiffany’s at $16 billion is falling apart.