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Oil prices are rising again, inflation fears are back and the Strait of Hormuz is once again at the centre of global market tensions. Latest twists in US-Iran negotiations are reshaping inflation expectations, Fed rate bets, bond yields and risk appetite across financial markets.
But while the broader world economy appears increasingly “stuck in Hormuz,” tech stocks continue sailing through the storm, fuelled by relentless AI optimism, strong semiconductor demand and abundant liquidity.
Investors will be watching the latest growth and inflation figures from today, to assess the Fed’s next move.

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Ipek Ozkardeskaya has begun...

Big Tech is still carrying global markets higher — but beneath the surface, the picture is becoming far less comfortable. In this episode, we explore the extraordinary rally in AI and semiconductor stocks, Micron’s explosive surge, narrowing market breadth, and why the latest gains in indices like the S&P 500 and Kospi may be masking growing fragilities underneath.
We also discuss the risks tied to rising borrowing costs, slowing economic activity, geopolitical tensions in the Middle East, and even a potential helium supply shock that could quietly become a bottleneck for the AI revolution.
Is AI creating a permanently stronger...

Global markets are entering a dangerous phase where war, sticky inflation and rising debt are colliding at the same time. As the Middle East conflict drags on, oil prices remain a major threat to the inflation outlook just as global central banks are struggling to contain already elevated price pressures. Meanwhile, rising bond yields are tightening financial conditions and exposing the fragility beneath the AI-driven market rally.
In this episode, we explore why a handful of Big Tech companies may be masking deeper economic weakness across global markets, why oil prices remain the key macro variable to watch, and why...

The next IPO wave could become one of the biggest speculative moments in market history. SpaceX, OpenAI and Anthropic are attracting enormous investor excitement as AI and space infrastructure reshape the future economy. But behind the breathtaking valuations lies a much more fragile reality: these companies are burning billions of dollars while betting on technologies that may take years — or decades — to become sustainably profitable.
In this special episode, we explore the opportunities and risks surrounding the coming tech IPO boom, the race for AI dominance, the enormous infrastructure costs behind artificial intelligence, and whether investors are witnessing...