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"There is likely to be this rotation of capital back towards areas that are geopolitically important, industrially important, and are kind of the backbones of the global economy, away from areas that maybe have some threats to their business model." - Evy Hambro [00:14:05]
"You know the ongoing devaluation of paper currencies... means more…
"I mean, the amount of CapEx spending that we have in this country is just extraordinary. I mean, these numbers are staggering... that's fueling the data center buildout, that then is fueling the power buildout, that's creating jobs." - Steven Mnuchin [00:03:20]
"The more we opened up to China, the more they invested in the US, the more they…
How the Chinese Economy Works. | Hudson Institute
For complete article, visit BVP
Summary
This is a pivotal shift in the AI investment thesis. In 2024, the "Gold Rush" was about building the brains (foundation models and training data). By 2026, the focus has shifted to the nervous system—the infrastructure required to make AI functional, persistent, and physically aware in…
"2026 will be a massive year for AI hardware no matter if GPUs, ASICs, or beyond, and I'm not sure we can still talk about an emerging industry." - SemiAnalysis Host [00:00:01]
"If Nvidia is Goliath, this company would be David. At least I'm sure that's what AMD would like to hear." - SemiAnalysis Host…
Read the entire article @ SCMP. Below is a short summary of his core arguments:
The 5-Year Prediction for the Yuan
Rogoff predicts the Chinese yuan will become a vital global reserve currency within the next five years. He notes a pivotal shift in China’s leadership, where President Xi Jinping has now explicitly…
US Housing Outlook: Higher mortgage rates not helpful (March 2026) | Apollo
We estimate AI end-user revenue must climb to a range of $1.5 trillion to $2 trillion by 2030. ... Based on some back-of-the-envelope math incorporating hyperscaler guidance, announced projects, and third-party demand projections, we estimate that the market is currently expecting $4 trillion to $5 trillion of digital infrastructure investment by 2030. For this investment to deliver an acceptable return, we…
Author: Rob Bittencourt, Partner & Head of Apollo Thematic Investing
The Core Thesis: HALO is the New Paradigm
Apollo argues that the investment zeitgeist has fundamentally shifted away from capital-light, high-margin software businesses toward what they term HALO — Hard Assets, Low Obsolescence. Factories, fiber, and railroads are back in vogue, driven largely by AI-induced obsolescence fears in the…
"I truly believe that asset liability mismatches cause liquidity crunches and liquidity crunches can cause credit crunches..." - Kieran Goodwin [00:28:43]
"every day you have to assume you start with a zero next to your name you're probably going to have some hurdle adversity to overcome..." - Kieran Goodwin…
"The gray bubbles are associated with great investment ideas that get overdone... Railroads are the best example followed by the internet." - Jeremy Grantham [00:00:00]
"When you look around you you have to say that the biggest thing for getting on in life is to be confident." - Jeremy Grantham [00:09:27]
"The only…
"We're 10 or 15% into the impacts of this and you can see it you can feel it..." - Eric Schmidt [00:02:51]
"The belief in San Francisco is this [super intelligence] occurs within two to three years." - Eric Schmidt [00:06:10]
"I kept asking my friends when does the asymptote arrive and when does the curve slow…
"what makes helium demand so durable in some of these applications is that you're using more than one of the unique uh you know attributes of the molecule" - Nick Snyder [00:09:04] "unlike any other critical mineral once you use it leaves the atmosphere So you can't go get it out of a landfill" - Nick Snyder [00:10:47]…
"If you're lending to a sovereign however there really isn't a bankruptcy code which already disadvantages creditors in terms of the workout solutions if things go really wrong." - Lupin Rahman [00:02:03]
"Often aspects of whether a sovereign is able to repay is beyond their control... It's not just about the basic credit risk, basic FX risk, basic volatility risk, or…
An Era of Global Rearmament and the U.S. Defense Industrial Base (Mar 2026) | J.P. Morgan
India’s Coffee Inflection Report by Prath Ventures
Private credit AUM for some of the largest players. It's grown ~4x in the last 7 years. #Gain
"We've got about 10% of the world coming to us now 90% left to go right there's so much more opportunity." - Nick Turley [00:00:33]
"The true measure of success is whether or not that we're helping you do that [achieve your goals]." - Nick Turley [00:03:22]
"Having an unlimited plan is like having an unlimited…
Excerpt from The Economist:
The fate of ancient coins offers uncomfortable lessons about dollar dominance
The coins largely moved one way, from Rome to India, and goods moved the other. Whereas Romans bought Indian wares, Indians accumulated monetary claims on Rome. Evidence points to high external demand for Roman assets: the coins bore a particular pattern, came in sealed bags and travelled via…
"AI is not the model it's the system it's the computer... models are essentially becoming just tools like file systems and connectors." - Aravind Srinivas [00:11:43]
"The amount of computing use in pre-training was like 90% of training 2, 3, 5 years ago but in the future the amount of training percentage in pre-training is probably going to be…
"For Iran, this is seen to be a regime change war with objectives of overthrowing or destabilizing the Islamic Republic in a significant way." - Sanam Vakil [00:01:03]
"The system or what remains of it is fighting for its very survival with the aim to spread the costs of the war horizontally and as widely as possible so that when offramps do…