GET YOUR FREE RECOMMENDATION FROM GLOBAL ALPHA
In this week’s Global Alpha podcast, Richard Nader and Finn Judell unpack a volatile week in the markets:
• Major indexes close in the red as tech giants (Nvidia, Microsoft, Meta, Palantir) lead the sell-off
• Defensive sectors (healthcare, Eli Lilly) hold up while consumer confidence hits historic lows
• Earnings recap: Palantir, AMD & Qualcomm smash estimates but still get punished – is the AI trade cooling?
• What to watch this week: Oklo (AI data-center power), Disney, Circle (USDC stablecoin issuer), CoreWeave, Grab & more
• Crypto deep-dive with Finn:
→ Privacy coins go parabolic – Zcash +17,000%, Dash 10x, Monero waking up
→ Revenue monsters in DeFi: Hyperliquid ($1.4B annualized fees) & Pump.fun ($930M) trading at 4–10x P/E
→ Why stablecoins could be the smart play if the crypto cycle rolls over Whether you’re managing a portfolio, dollar-cost-averaging Bitcoin, or hunting the next 10x crypto narrative,
this episode is packed with actionable insight
Disclaimer: The recommendation given is general advice only. It does not take into account your personal objectives, financial situation, or specific needs. This information should not be your sole resource when making such decisions. We strongly recommend you to seek the advice of financial, taxation, and legal professionals before finalising any investment decisions.