The Short Report – Dec 18, 2025
The conversation covers a comprehensive overview of the current market landscape, focusing on asset class performance, particularly in light of Nvidia’s recent earnings report. The discussion delves into economic indicators, central bank policies, and the impact of technology and AI on market trends. The speakers also explore future investment strategies and the potential [...]
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, [...]