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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
US Housing Outlook: Higher mortgage rates not helpful (March 2026) | Apollo
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…
"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]…
An Era of Global Rearmament and the U.S. Defense Industrial Base (Mar 2026) | J.P. Morgan
Private credit AUM for some of the largest players. It's grown ~4x in the last 7 years. #Gain
"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…
KKR Japan — Thoughts from the Road Henry McVey (Head, Global Macro & Asset Allocation) & Team
Field report following meetings with CEOs, policymakers, and investors in Tokyo
Bottom line
The Global Investment Strategy View | March 2026 | J.P. Morgan
"shipping a little bit like the water that it flows on you plug up one area and suddenly it moves around" - Carrie Craig [00:01:46]
"we need bonds in the portfolio to protect us from recession risk but we need alternative assets in the portfolio to protect us from inflation risks" - Aaron Hussein…
"If I could simplify it from innings I would say there's really like two big acts here that we've seen around AI and act one was just around you know is AI real is AI a big deal..." - Stephanie Aliaga [00:01:08]
"AI is increasingly zero sum one company's profit margin is another company's cost of goods sold and markets are trying to parse through all of that." -…
"This key word disruption it's like the perhaps the word for this next chapter of AI." - Stephanie Aliaga [00:03:11]
"The length of tasks that these AI models can autonomously complete has been doubling every seven months we're in this like exponential progress here." - Stephanie Aliaga…
Nuclear fusion: Inflection point or a power related hype? #UBS #Report
1. Metadata & Credentials
Iran Conflict: How Long, and How Bad? (Mar 23, 2026) | Top of Mind | Goldman Sachs
AI Summary
Core thesis
AI Summary & Insights
Core Thesis The global economy is colliding with a hard constraint: you can print money, but you cannot print physical commodities (“molecules”). This creates a structural shift where real assets (energy, metals, commodities) regain pricing power over financial assets.
Key Arguments
China's rapid expansion of electricity and concentration of upstream materials production has created a strong pro-cyclical environment that is difficult to compete with and almost impossible to replicate. - Rogan Quinn
Source: Report **Executive…
Key Takeaways
1. TL;DR The internet evolved from a decentralized Cold War defense project into a global commercial fabric, now entering a new phase of AI-driven productivity and terabit-scale connectivity through 6G and optical innovations.
2. Key findings
McKinsey: " The US is the most economically competitive country in the world today, but it has work to do. Despite accounting for just 4% of the world's population, the US produces 26% of GDP, 27% of research & development, and has 59 of the world's 100 most valuable firms. But the world is changing rapidly, and the next chapter holds immense challenges. How can the US best position itself to…
Citi: Report Highlights
Autonomous driving and humanoids: Two of the biggest technological shifts gaining momentum today are autonomous mobility and the rise of humanoid and physical AI-enabled robots. They represent a structural innovation cycle with far-reaching implications for productivity, demographics, capital allocation, labor markets and competition.
NextGen AI companies: The new wave of AI…