Appearances · Latest
The Absurd Scale of AI Spending and the Cost of Financing It
On "ReVizia" on Nova News I discussed AI capital spending and how it is financed: who pays, who carries the risk and what happens when returns are slower than expected.
Appearances
Expensive Oil Leaves Central Banks with a Hard Choice
Appearances
Which Indices Are Most Interesting for Investors Right Now? We Asked the Experts
Appearances
P. Bandilov: AI Companies and Investors Are Out of Sync on Timing
Appearances
How Long Can the Chip Stock Rally Last? We Asked the Experts
Appearances
The AI IPO Wave Gathers Pace, but Valuations of the Leaders Worry the Market
Appearances
How Can Europe Build Its Own Corporate Champions? We Asked the Experts
Appearances
The New Fed Chair: Revolutionary Ideas and a Strict Focus on Inflation
Appearances
Is the Dominance of Tech Companies in the Markets Coming to an End? We Asked the Experts
Appearances
The War in Iran Did Not Trigger a Bloodbath in Risk Assets
Appearances
WHICH GIANTS WILL SURVIVE? The new episode of ‘The Next Move’ is online!
Appearances