Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

Cross Asset Strategy

<ul><li>EM assets are being compared to other asset classes ahead of the US elections, with a general presumption that EM will be more negatively impacted by a Trump presidency.</li><li>EM currencies have experienced some risk premium in the lead up to the elections, particularly in Latin America, but overall EM markets have not shown significant underperformance due to US election concerns.</li><li>Valuation models that consider fundamental drivers do not indicate any significant risk premium being priced into EM assets for the US elections at this time.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM assets are being compared to other asset classes ahead of the US elections, with a general presumption that EM will be more negatively impacted by a Trump presidency.EM currencies have experienced some risk premium in the lead up to the elections, particularly in Latin America, but overall EM markets have not shown significant underperformance due to US election concerns.Valuation models that consider fundamental drivers do not indicate any significant risk premium being priced into EM assets for the US elections at this time.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM Fixed Income: Goldilocks and the US election

Commodities

Gold is a chemical element with the symbol Au (from Latin: aurum) and the atomic number 79. In its purest form, it is a bright, slightly reddish yellow, dense, soft, malleable and ductile metal. Chemically, gold is a transition metal and a group 11 element. It is one of the least reactive chemical elements, and is solid under standard conditions. The metal therefore occurs often in free elemental (native) form, as nuggets or grains, in rocks, in veins and in alluvial deposits. It occurs in a solid solution series with the native element silver (as electrum) and also naturally alloyed with copper and palladium. Less commonly, it occurs in minerals as gold compounds, often with tellurium (gold tellurides).

<ul><li>Shift to the right in favor of Trump accelerated after assassination attempt</li><li>Republican momentum challenging expectations for a divided Congress</li><li>Gold and oil likely to benefit under GOP control, with potential increase in demand and production respectively</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Shift to the right in favor of Trump accelerated after assassination attemptRepublican momentum challenging expectations for a divided CongressGold and oil likely to benefit under GOP control, with potential increase in demand and production respectivelyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: 2024 US Election Watch—Reassessing Implications for Commodities Under a Red Wave

Podcast by Dom Cooke to explore big businesses, Business Breakdowns

Business Breakdowns

Podcast by Dom Cooke to explore big businesses

Learn how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and corporate executives to explain the inner workings of public stocks and private businesses. For each company, we break down their history, business model, financial statements, secret sauce, and bull/bear case. We believe every business has lessons to teach us and Breakdowns is here to highlight them. Learn more and stay up to date at www.joincolossus.com.

Equity Bottom-Up

Rolls-Royce Holdings PLC manufactures aero, marine and industrial gas turbines for civil and military aircraft. The Group designs, constructs and installs power generation systems, transmission and distribution systems, and equipment for the marine propulsion, oil and gas pumping, and defense markets.

<ul><li>Rolls Royce is a British company known for its power business, mainly converting stored energy into kinetic energy through big engines such as airplane engines. </li><li>The company's core business is in civil aerospace, with a focus on engineering excellence and a history dating back to the early 1900s. </li><li>The publicly traded entity of Rolls Royce Holdings focuses on the aerospace market, specifically in the production of airplane engines for large commercial planes and business.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Rolls Royce is a British company known for its power business, mainly converting stored energy into kinetic energy through big engines such as airplane engines. The company's core business is in civil aerospace, with a focus on engineering excellence and a history dating back to the early 1900s. The publicly traded entity of Rolls Royce Holdings focuses on the aerospace market, specifically in the production of airplane engines for large commercial planes and business.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Rolls-Royce: Turbines and Tribulations - [Business Breakdowns, EP.174]

Podcast by Andrew Walker, a PM at Rangeley Capital, Yet Another Value Podcast

Yet Another Value Podcast

Podcast by Andrew Walker, a PM at Rangeley Capital

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer

Event-Driven

ESR Group Limited operates as an integrated logistics real estate platform. The Company provides real estate private equity fund management, real estate investment trust, and other services. ESR Group conducts businesses in China, Japan, South Korea, Australia, Singapore, India, New Zealand, and other countries.

<ul>
<li>Andrew Walker hosts the podcast and introduces John Haskell, CIO at Ulta Global Management</li>
<li>Ulta Global focuses on international public real estate investing, particularly in emerging markets</li>
<li>Despite negative perception and underperformance in emerging markets, there are opportunities for value investing in international real estate</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Andrew Walker hosts the podcast and introduces John Haskell, CIO at Ulta Global Management
Ulta Global focuses on international public real estate investing, particularly in emerging markets
Despite negative perception and underperformance in emerging markets, there are opportunities for value investing in international real estate

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Atla Global Management's John Haskell on International Real Estate + ESR Group Thesis $1821.HK

Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Thematic (Sector/Industry)

<ul><li>Discussion about the potential for Chinese companies to use shell corporations to rent GPUs from American companies</li><li>Mention of a blog post by Sequoia and a report from Goldman Sachs on the challenges of monetizing AI infrastructure</li><li>Skepticism about the return on investment in AI due to lack of clear revenue sources and consumer use cases, particularly with companies like Microsoft and Amazon investing billions in AI projects.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion about the potential for Chinese companies to use shell corporations to rent GPUs from American companiesMention of a blog post by Sequoia and a report from Goldman Sachs on the challenges of monetizing AI infrastructureSkepticism about the return on investment in AI due to lack of clear revenue sources and consumer use cases, particularly with companies like Microsoft and Amazon investing billions in AI projects.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Collection of Aggregated Podcasts on Smartkarma

Podcasts
Collection of Aggregated Podcasts on Smartkarma

EM Fixed Income: Goldilocks and the US election

In summary, despite some fluctuations in EM currencies and rates markets, there is little evidence to suggest that the upcoming US election is...

At Any Rate

Global Commodities: 2024 US Election Watch—Reassessing Implications for Commodities Under a Red Wave

Republican momentum has increased in support of Trump after an assassination attempt, with potential impacts on the commodities sector,...

At Any Rate

Rolls-Royce: Turbines and Tribulations - [Business Breakdowns, EP.174]

Public.com is sponsoring an event co-hosted by Matt Russell and David Senra, featuring discussions on companies like Rolls Royce and offering...

Business Breakdowns

Atla Global Management's John Haskell on International Real Estate + ESR Group Thesis $1821.HK

Andrew Walker hosts John Haskell, CIO of Ulta Global Management, discussing international real estate investing and the opportunities and...

Yet Another Value Podcast

Episode 75: The AI Big $$$ Question

Skepticism about the return on investment in AI due to lack of clear revenue sources and consumer use cases, particularly with companies like...

The Circuit