Tim Graf
@timgraf.bsky.social
Host of State Street’s ‘Street Signals’ podcast, trying every day to be less wrong. Opinions and views are my own and pretty weakly held.
All killer no filler this week speaking to Richard Windsor of Radio Free Mobile. We talk about what the emergence of #DeepSeek means for the competitive moats of the major players in #AI and get philosophical at the end podcasts.apple.com/gb/podcast/s...
February 6, 2025 at 6:23 PM
All killer no filler this week speaking to Richard Windsor of Radio Free Mobile. We talk about what the emergence of #DeepSeek means for the competitive moats of the major players in #AI and get philosophical at the end podcasts.apple.com/gb/podcast/s...
Struck me that there were 3 big consensus views for markets this year: #stocks higher, #USD higher and #rates higher-for-longer. This week I looked at flow/position dynamics to see which ones have legs and which ones don’t.
podcasts.apple.com/gb/podcast/s...
podcasts.apple.com/gb/podcast/s...
January 13, 2025 at 8:15 PM
Struck me that there were 3 big consensus views for markets this year: #stocks higher, #USD higher and #rates higher-for-longer. This week I looked at flow/position dynamics to see which ones have legs and which ones don’t.
podcasts.apple.com/gb/podcast/s...
podcasts.apple.com/gb/podcast/s...