The Short Report – Dec 11, 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, [...]