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EP15: Wall Street & Wallet Whiplash: Beats, Misses, and Crypto Twists

In this episode of the Global Alpha podcast, Jonathan and Finn discuss the current state of the crypto markets and recent earnings reports from major tech companies. They analyze the mixed outcomes of earnings, the performance of key players like Palantir and Uber, and the implications of Bitcoin’s halving on market dynamics. The conversation also touches on investment strategies and the future outlook for both tech stocks and cryptocurrencies.

In this episode of Global Alpha Bulls versus Bears, Mark and Richard discuss the recent market trends, focusing on key earnings reports from major tech companies, the impact of AI and data center expansion, and the implications of economic indicators such as employment data

In this episode, the hosts discuss the current state of the market, highlighting key performers and sectors, particularly in technology and streaming services. They analyze earnings reports, emerging trends, and provide insights into high conviction stocks, especially in the defense sector. The conversation wraps up with strategic advice for investors navigating the current market landscape.

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