MAAM Monthly Market Update December 2025
Japan interest rates, Yen, AI trade, Oracle, Meta, real estate, Commercial tenants, Markets, Canadian equities, Gold, Currencies
Japan interest rates, Yen, AI trade, Oracle, Meta, real estate, Commercial tenants, Markets, Canadian equities, Gold, Currencies
In this podcast episode, Michael Baker from ICM Asset Management discusses the intriguing world of alternative assets, focusing specifically on music royalties. He explains the evolution of the music industry, the financial mechanics behind music royalties, and how they serve as a resilient investment strategy. The conversation delves into the importance of [...]
Alternative assets, 2025 year in review, Hyperscaler stocks, Tech giants, Real estate, Land banking, Charts of the week
Alternative assets, U.S. commercial real estate, charts of the week, crypto, Tech and AI stocks
The conversation covers various aspects of market performance, focusing on Talmax's sales updates, market penetration, economic indicators, and sector performance. It discusses the implications of earnings reports, valuation trends, and the divergence in the tech sector. Insights into the gold and commodity markets, as well as the current state of the crypto market, [...]
Alternative assets, Private equity, TelMax, Hyperscalers, Tech stocks
November Update: Alternative Investments, Contrarian Capital, Emerging Markets, Energy, Oil Market, Nasdaq-100.
This conversation provides a comprehensive update on Grata's Q3 2025 performance, highlighting significant growth in contracted revenues and annual recurring revenue. The discussion transitions into broader market trends, focusing on stock performance, economic indicators, and trade relations, particularly between the US and emerging markets. The conversation also delves into sector-specific analyses, including energy, [...]
The conversation covers various topics including updates on elder care and Real Vision's performance, market trends, economic indicators, stock market volatility, the outlook for gold and precious metals, dynamics in the crypto market, and economic insights and predictions. The discussion highlights the resilience of certain sectors, the impact of market volatility, and [...]
In this episode of Lighthouse Outlook, the hosts discuss various market trends, focusing on the performance of high-growth tech stocks, the rise of gold and commodities, and the implications of stablecoins in the financial landscape. They also delve into the challenges facing commercial real estate and the potential for government involvement in [...]