Zero Sum

Invezz
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  • Investing
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Zero Sum is a weekly markets and finance podcast from Invezz. Each episode, Harsh, Lead News Editor at Invezz, sits down with analysts and investors to break down one big idea shaping global markets — from geopolitics and earnings to IPOs and everything in between. No noise, no filler. Just sharp analysis on the trades, the trends, and the people moving money. Because in markets, for every winner there's a loser. This is Zero Sum.

  1. 10h ago

    Why Has Bitcoin Gone So Quiet? With Sonali Gupta of AMINA Bank

    Bitcoin used to be the loudest thing in finance. Now the most dangerous asset on the planet is behaving like a sleepy pension fund. Is this the calm of a maturing asset, or the silence before something nasty? Sonali Gupta, research lead at AMINA Bank, the Swiss FINMA-regulated crypto bank, joins Harsh Vardhan on Zero Sum to explain: - why Bitcoin went quiet after peaking near $126K - who is really buying the dips: ETFs, institutions or retail - why Bitcoin isn't trading like digital gold - how policy, from the CLARITY Act to the Trump administration, moves the price - what levels she would watch before buying 5 TAKEAWAYS 1. "We are taking a breather." Bitcoin is about 35% below its 126K peak, and volatility has fallen from about 45% annualised to about 27%, which is historically low. 2. Institutions are absorbing the swings. Since ETFs arrived in 2024, exchanges, custodians and ETFs soak up volatility. Spot depth and retail demand are subdued, and ETFs have been the main source of demand. 3. It is not digital gold, yet. Bitcoin's link with gold has been inconsistent, while its relationship with the Nasdaq has been more consistent. It trades more like a tech stock and a non-yielding risk asset. 4. Policy moves the price. Around the FTX crash BTC traded near 16K. It went to 25K on ETF news, 40K by year-end, 70K after the Republican win and 126K the following year. "So policy does lead to an impact on Bitcoin." 5. Sonali's map: a 72-73K range, which is also the 200-day moving average, "should be a great buying opportunity". Her 10-year view: "I expect it to be a million. Easy." CHAPTERS 00:00 Intro: Why has Bitcoin gone so quiet? 02:02 Welcome, Sonali Gupta of AMINA Bank 02:56 Recovery, or a bear market taking a breather? 04:25 Why has Bitcoin stopped being dramatic? 06:40 Is Bitcoin maturing as an asset? 08:03 Who is really buying the dips? 15:43 Is Bitcoin digital gold or a tech stock? 19:08 Has the link with the Nasdaq broken? 20:33 Do derivatives and big players control the price? 24:48 Will the CLARITY Act pass? 26:47 Does Bitcoin now trade on policy? 29:54 Has Trump been good or bad for crypto? 31:57 India, Asia and crypto regulation 34:52 Should you buy Bitcoin at 79K? 36:38 Sonali's crypto journey: rug pulls, hacks and ICOs 39:00 Bullish, bearish and wildcard 41:44 Curveball: is crypto funding bad actors? 44:05 Wrap-up LINKS - Invezz: https://invezz.com - Zero Sum on Spotify: https://open.spotify.com/show/033dpr3QsbwFnriBSsdePG - Zero Sum on Apple Podcasts: https://podcasts.apple.com/us/podcast/zero-sum/id1895401085 Disclaimer: This episode is for informational and educational purposes only and does not constitute financial, investment or legal advice. Crypto assets are highly volatile and you can lose money. The views expressed by guests are their own and do not necessarily reflect those of Invezz or AMINA Bank. #Bitcoin #Crypto #BTC #ETFs #Gold #ZEROSUM #Invezz

  2. 6d ago

    Who Really Pays for Trump's Tariffs? With Ryan James Boyle

    Trump calls "tariff" the most beautiful word in the dictionary. So who is actually paying for it? Ryan James Boyle, Chief U.S. Economist at Northern Trust, has watched the trade war up close since he joined in 2017. He joins Harsh Vardhan on Zero Sum to explain: - what tariffs really are - why the US effective tariff rate has gone "from about two and a half... to 10 to 12" - how the IEEPA court rulings and Section 301 reshaped the tariff wall - what it all costs an ordinary household He also makes the case for free trade that, as he puts it, no one in Congress is making. 5 TAKEAWAYS 1. China isn't "cutting a check" to the US Treasury. US importers pay the tariff at the border. In the first trade war, Chinese exporters absorbed much of the cost through price concessions. 2. Customs duties have more than doubled, but the economy hasn't changed shape. There has been no clear trend change in industrial production, manufacturing jobs or foreign direct investment, and the US is still import-dependent. 3. The legal basis moved. Courts ruled that the emergency (IEEPA) powers didn't authorise tariffs, and refunds followed. Most tariffs now rest on Section 301, with 10% or 12.5% rates across 60 countries. Ryan expects them to stay. 4. No bill arrives for the cost. Ryan cites research estimates of "$800, $1,000, $1,200" a year per household. It creeps in slowly, spread across everything you buy. 5. The bigger risk may be availability, not prices. The US has become a "less reliable trade partner". Ryan worries about scarcity, from fertiliser to supply chains, and wants a real reckoning about what is being gambled "for an uncertain payout". CHAPTERS 00:00 Intro: Who really pays for Trump's tariffs? 01:39 What is a tariff, and why does Trump love it? 04:10 Why didn't Biden undo Trump's tariffs? 06:50 What have tariffs actually achieved? 11:19 Will tariffs keep inflation high? 16:39 Why did the courts strike down Trump's tariffs? 22:51 How much do tariffs cost a US household? 25:25 How has the world reacted to America's tariffs? 29:27 Is America weaker, and where's the case for free trade? 34:12 What is Ryan bullish and bearish on? 38:00 What could surprise us in a post-Trump world? 39:51 Curveball: what would Ryan do if he quit everything? LINKS - Ryan James Boyle on LinkedIn: https://www.linkedin.com/in/citizensforboyle/ - Northern Trust economic research: https://www.ntrs.com/united-states/insights-research/economic-trends-insights - Invezz: https://invezz.com - Zero Sum on Spotify: https://open.spotify.com/show/033dpr3QsbwFnriBSsdePG - Zero Sum on Apple Podcasts: https://podcasts.apple.com/us/podcast/zero-sum/id1895401085 Disclaimer: This episode is for informational and educational purposes only and does not constitute financial, investment or legal advice. The views expressed by guests are their own and do not necessarily reflect those of Invezz or Northern Trust. #Tariffs #Trump #TradeWar #Economy #Inflation #ZEROSUM #Invezz

  3. Oct 21

    How to Protect Your Wealth From Inflation | Paul Musson, Paulitical Economy on Stocks, Savings and Gold

    The US national debt has passed $40 trillion. Interest payments now exceed $1 trillion a year, inflation is squeezing households, and the stock market keeps hitting new highs. So how sustainable is the American economy, and who is actually benefiting from the system?In this episode of Zero Sum, Harsh speaks with Paul Musson, veteran investor, founder of Paddington Capital Management and author of Capital Offence, about the US debt crisis, Federal Reserve policy, wealth inequality, housing affordability and the growing disconnect between Wall Street & the real economy.Paul argues that decades of low interest rates, quantitative easing and policies designed to push asset prices higher have helped create a system that rewards existing asset owners while making it harder for younger generations to buy homes and build wealth.With the US national debt now above $40 trillion and the AI boom driving enormous investment and stock market optimism, could the same policies that supported markets also be creating the conditions for the next financial crisis?In this episode:🔹 US national debt: Why has America's debt passed $40 trillion?🔹 US debt crisis: Can America grow its way out of $40 trillion in debt?🔹 Federal Reserve: How do interest rates and money printing affect ordinary people?🔹 Inflation and financial repression: Is inflation being used to reduce government debt at the expense of savers?🔹 Wealth inequality: Are central banks making the rich richer and the middle class poorer?🔹 Housing affordability crisis: Why are younger generations struggling to buy homes in the US, Canada and the UK?🔹 AI bubble: Is the AI boom bigger than the dot-com bubble, and could it trigger a global stock market crash?🔹 Stock market crash: Why are stocks hitting record highs despite growing economic risks?🔹 How to invest $10,000: What does Paul Musser recommend for short-term savings and long-term investing?🔹 Gold vs stocks: Should investors hold gold as a hedge against inflation, money printing and financial repression?Paul also explains his philosophy on money, capital creation, free-market capitalism, and why he believes economic reform must address the causes of inequality rather than just the symptoms. He also shares his bullish, bearish, and wildcard views on the economy, housing prices, and the future of financial markets.Find out more about Paul Musson and his book, Capital Offence: Why Some Benefit at Your Expense.Capital Offence: Why Some Benefit at Your Expense: https://www.amazon.co.uk/Capital-Offence-Some-Benefit-Expense/dp/1917458045Paul's website: https://pauliticaleconomy.com/Instagram: / pauliticaleconomy X: https://x.com/pauliticalblogLinkedIn: / pauliticaleconomyThis video is for informational and educational purposes only and does not constitute financial advice. The views expressed are those of the speakers and do not necessarily represent the views of Zero Sum or its affiliates. Always do your own research before making any investment decisions. Past performance is not indicative of future results.#USDebt #FederalReserve #InvestingMusic from Uppbeat: License code: 2NYDXCEU2IIVVYVZThe content on Zero Sum is provided for informational and entertainment purposes only and does not constitute financial, investment, legal, or tax advice. The views expressed are those of the hosts and guests, and due diligence should be done before acting on anything you hear here.

  4. Sep 29

    The Anthropic IPO: Everything you need to know | David Morrison, Trade Nation

    Anthropic IPO live updates: https://invezz.com/invest/anthropic-ipo/ Anthropic's CEO says AI could pose an existential risk to humanity. At almost exactly the same time, the company is preparing for what could become one of the biggest IPOs in history, with a valuation potentially reaching $2 trillion. So what exactly is Anthropic worth? Anthropic is reportedly targeting a valuation of more than $2 trillion, despite reporting a $42 billion net loss in 2025, while revenue surged to almost $4.6 billion. The company is also preparing for hundreds of billions of dollars in future computing and infrastructure commitments as it races to develop Claude and compete at the frontier of artificial intelligence. In this episode: 🔹 Anthropic IPO: Everything You Need to Know 🔹 Anthropic IPO date: When will Anthropic go public? 🔹 Anthropic stock: Can you buy Anthropic shares? 🔹 Is Anthropic really worth $2T? 🔹 How much is Anthropic actually worth? 🔹 Dario Amodei: Why is the Anthropic CEO warning that AI could wipe out humanity? 🔹 Anthropic AI safety: Why is Anthropic warning about AI risks before its IPO? 🔹 Anthropic vs OpenAI: Which AI company will win the AI race? 🔹 AI bubble: Are AI stocks and AI companies overvalued? 🔹 AI stocks crash: What happens if the AI bubble bursts? CHAPTERS: 00:00 - Anthropic IPO: Is Anthropic Worth $2 Trillion?01:51 - Anthropic IPO: Why Is Anthropic Going Public?03:20 - Anthropic AI Safety: Why Does Anthropic Want AI To Slow Down?04:30 - Anthropic IPO vs AI Safety: Does The IPO Contradict Its Warning?05:10 - Anthropic Valuation: Is Anthropic Building An AI Moat?06:43 - Anthropic $2 Trillion Valuation: How Did Anthropic Become Worth $2T?07:41 - Anthropic Stock: Who Decides What Anthropic Is Worth?08:22 - SpaceX IPO: What Can Anthropic Learn From SpaceX?09:28 - Anthropic Stock: What Happens When Shares Unlock?09:54 - Anthropic Valuation: How Do You Value An AI Company?11:20 - Anthropic IPO: Can Anthropic Justify Its $2 Trillion Valuation?12:05 - AI Safety: Could AI Actually Wipe Out Humanity?13:04 - AI Bubble: Is The AI Industry Funding Itself?14:05 - AI Stocks: Are Investors Too Optimistic About AI?15:37 - AI Development: Is AI Starting To Build Itself?16:04 - AI Stocks Crash: Could AI Cause A Stock Market Crash?17:20 - Meta AI: Why Did Meta's AI Agent Move The Market?17:45 - AI Stocks: Is AI Destroying The SaaS Industry?18:32 - Nasdaq 10020:47 - AI Models: Will AI Become A Commodity?21:32 - AI Investing: Will People Actually Pay For AI?23:02 - Will AI Become A Monthly Subscription?24:02 - Which AI Companies Will Win?25:39 - SaaS Apocalypse26:40 - Anthropic vs OpenAI27:11 - Anthropic vs Meta: Which AI Business Model Wins?29:30 - Can Chinese AI Companies Undercut Anthropic?30:44 - Chinese AI: Could Cheap AI Crash AI Stocks?31:26 - AI Data Privacy: Should You Be Worried About AI Data Collection?33:16 - AI Privacy: How Much Does AI Know About You?35:05 - AI Liability: Could AI Companies Face Huge Liability Costs?36:17 - AI Regulation: Will Governments Regulate Artificial Intelligence?37:44 - UK AI: Can The UK Compete In The AI Race?39:10 - US vs China AI: Will The World Be Split Between US And China?41:20 - Anthropic IPO: Should You Invest In Anthropic?42:20 - Anthropic Stock: What Should Investors Watch After The IPO?44:40 - David Morrison's Bullish, Bearish & Wildcard48:02 - Curveball Find out more about David Morrison and Trade Nation here: https://tradenation.com/ Music from Uppbeat: License code: 2NYDXCEU2IIVVYVZ The content on Zero Sum is provided for informational and entertainment purposes only and does not constitute financial, investment, legal, or tax advice. The views expressed are those of the hosts and guests and due diligence should be done before acting on anything you hear here. Sources:https://invezz.com/invest/anthropic-ipo/https://invezz.com/news/2026/09/29/anthropic-ipo-filing-warns-its-ai-could-blackmail-manipulate-and-threaten-humanity/

  5. Sep 14

    Has the Trump Presidency changed US stock markets forever - David Morrison, Trade Nation

    Has the Trump Presidency changed US stock markets forever? | David Morrison, Trade Nation The Trump presidency is changing the way investors think about US stock markets. From tariffs and Trump’s Truth Social posts to government stakes in major companies, the AI boom and prediction markets, politics and financial markets have never been more closely connected. In this episode of Zero Sum, Harsh speaks with David Morrison, Senior Market Analyst at Trade Nation and regular Invezz columnist, about how Donald Trump is changing financial markets, whether traditional investing fundamentals still matter, and what investors should watch next. They discuss Trump’s tariffs, social media influence, early access to market-moving information, government investment in companies including Intel, and the growing influence of US policy on companies such as Nvidia. The conversation also explores the Trump administration’s impact on the AI trade, interest rates, the US dollar and competition with China. Harsh and David examine whether a change in government could trigger an AI bubble burst and whether today’s market has similarities with the dot-com bubble, meme stocks and crypto. They also discuss prediction markets, political risk, portfolio management, market concentration, leverage and what could happen if the AI trade begins to unwind. David finishes by revealing his bullish, bearish and wildcard market views, including US Treasuries, Bitcoin and the AI trade. In this episode: Trump and the stock market: Has Donald Trump permanently changed US financial markets? Trump tariffs and investing: How investors learned to interpret Trump’s tariff threats. Trump Truth Social posts: How presidential social media posts can move financial markets. Trump and market volatility: Why politics now has a much more direct impact on investors. Trump and government investments: Why the US government is taking stakes in companies including Intel and other strategically important businesses. Nvidia and China: How US policy and the China trade war could affect Nvidia and the AI industry. Trump and the AI boom: How interest rates, the US dollar and government policy could influence AI stocks. AI bubble: Could a change in government cause the AI trade to collapse? Prediction markets: Are political betting markets changing the way people invest? Stock market crash risk: What could happen if AI market concentration and leverage unwind? Bitcoin price outlook: Why David is bearish on Bitcoin in the short term but bullish over the long term. Bullish, bearish and wildcard market views: David reveals his key market bets. Find out more about David Morrison and Trade Nation here: https://tradenation.com/en-eu/knowledgebase/authors/david-morrison/ Music from Uppbeat: License code: Q9GELZCLZH1PWACE The content on Zero Sum is provided for informational and entertainment purposes only and does not constitute financial, investment, legal, or tax advice. The views expressed are those of the hosts and guests, and due diligence should be done before acting on anything you hear here. #Trump #StockMarket #Investing #AIStocks #Bitcoin #PredictionMarkets #USMarkets #Finance

  6. Sep 7

    Market News: The return of the "debasement trade" | Alexander Lis, SDV

    What happens when a routine Treasury debt operation sends gold and Bitcoin higher, while the dollar weakens? Is the market seeing a genuine return of the “debasement trade”, or are investors reading too much into a change in how the US government manages its debt?On August 19, the US Treasury announced it would double the size of its long-term debt buybacks. Within days, gold was making three-month highs and Bitcoin had jumped more than 20%. But a Treasury buyback is not the same thing as quantitative easing, and understanding that distinction is key to understanding what markets are actually pricing in.In this episode of Invest Zero Sum, Harsh V sits down with Alexander Lis, Chief Investment Officer at SDV, to unpack the debasement trade, Treasury buybacks, QE, inflation, interest rates and what the latest moves could mean for gold, Bitcoin, crypto and stocks.Find out more about Alexander & his work with SDV here: https://sdventures.ai/### In this episode:🔹 **What is the debasement trade?** Alexander explains what investors actually mean when they talk about debasement and why the narrative has become so popular.🔹 **Is a Treasury buyback the same as QE?** We break down the difference between Treasury debt management and quantitative easing, including how the operations are funded.🔹 **Why did gold and Bitcoin jump?** If no new money is entering the system, why did markets react so strongly?🔹 **Is the crypto rally real?** We look at positioning, volatility and whether Bitcoin and other crypto assets could give back their gains if the current sentiment fades.🔹 **What happens if the debasement trade unwinds?** Alexander explains why crypto could face the most pain, while gold and growth stocks could also be affected.🔹 **What should investors watch next?** From the September FOMC meeting and August CPI to the next Treasury Quarterly Refunding Announcement, we discuss the events that could shape the next move in markets.Alexander also reveals what he is currently **bullish, bearish and watching as his wild card**, before discussing how he switches off from the world of finance, markets and news.CHAPTERS:00:01:42 What exactly is the debasement trade?00:03:28 Is a Treasury buyback the same as QE?00:05:13 Why did gold and Bitcoin jump?00:07:53 Is the crypto rally actually real?00:09:12 What happens to rates and the dollar next?00:10:35 Could the US become the next Japan?00:12:05 What trade gets crushed if debasement unwinds?00:13:26 What should investors watch before the buybacks start?00:14:29 What will the Fed do next?00:16:06 Why does monetary policy matter to everyone?00:17:33 What are you bullish, bearish and watching?00:19:19 How does a CIO switch off?00:22:00 The final takeawayMusic from Uppbeat:License code: Q9GELZCLZH1PWACEDISCLAIMER:The information discussed in this episode is for educational and informational purposes only and should not be considered financial or investment advice. Always conduct your own research and consult a qualified financial professional before making investment decisions.#Investing #Trading #Gold #Bitcoin #Crypto #Stocks #Finance

  7. Sep 1

    AI Investing: Before You Let AI Manage Your Portfolio | Bruce Keith, InvestorAi

    AI is rapidly changing the way people invest, but should you really let an AI decide what happens to your money? With AI-powered investing tools becoming increasingly accessible to retail investors, the question is no longer whether AI can analyse markets — but whether it can be trusted to make investment decisions.In this episode of Zero Sum, Harsh speaks with Bruce Keith, CEO and co-founder of InvestorAi, about how artificial intelligence is changing investing, why most people are using ChatGPT and other large language models incorrectly when picking stocks, and how AI can identify patterns that would be impossible for a human investor to process. They discuss the evolution from traditional quantitative and symbolic AI to neural networks, computer vision and modern AI-driven investment platforms.They also explore how much control investors should give AI, why transparency and track record matter, what investors should look for before trusting an AI-powered portfolio with real money, and whether regulators are keeping pace with the rapidly changing investment landscape. Bruce explains why he believes AI is particularly powerful for short-term decisions, while humans remain better suited to longer-term investment decisions.The conversation also looks at the future of automated investing, including AI-driven risk controls, auto-execution, AI systems inside banks and financial institutions, and the wider impact of AI on jobs and society.Plus, Bruce reveals his bullish, bearish and wildcard picks — including Indian infrastructure and JSW Steel, US leadership, and why his wildcard might be listening to the younger generation.CHAPTERS[00:00] - Can AI Really Pick Stocks?[02:27] - How Did AI Investing Begin?[04:35] - Symbolic AI vs Neural Networks[07:02] - Are People Using ChatGPT Wrong for Investing?[08:09] - What Is AI Actually Good At?[09:41] - How Does InvestorAI Pick Stocks?[13:25] - Can Retail Investors Access AI Investing?[14:29] - Why Knowing When to Sell Matters[15:50] - Is AI Better at Short-Term Investing?[18:00] - Should You Use AI and Humans Together?[19:54] - How Much Control Should AI Have?[22:36] - Can You Trust an AI With Your Money?[24:39] - Why Does Transparency Matter?[26:13] - How Should You Measure an AI Investment Tool?[27:15] - Are Regulators Keeping Up With AI?[29:19] - Who Is Responsible When AI Gets It Wrong?[30:44] - Where Is AI Investing Heading?[31:21] - AI Inside Banks and Financial Institutions[32:35] - Will AI Start Trading Automatically?[33:45] - How Much Risk Should AI Take?[34:11] - Will AI Take People's Jobs?[35:44] - The One Question Investors Should Ask[37:28] - Bruce's Bullish, Bearish & Wildcard Picks[37:45] - Bullish: Indian Infrastructure & JSW Steel[38:55] - Bearish: US Leadership[39:19] - Wildcard: Should Investors Listen to the Youth?[40:47] - Life in Mumbai & How Bruce De-stresses[42:33] - Football, Cycling & Life in IndiaFind out more about Bruce Keith and InvestorAi here: https://investorai.inMusic from Uppbeat: License code: Q9GELZCLZH1PWACEThe content on Zero Sum is provided for informational and entertainment purposes only and does not constitute financial, investment, legal, or tax advice. The views expressed are those of the hosts and guests and due diligence should be done before acting on anything you hear here.#AI #Investing #ArtificialIntelligence

  8. Aug 21

    The resurgence of AI stocks | David Morrison, Trade Nation

    The AI trade has gone from a brutal semiconductor sell-off to record highs in just weeks. But with NVIDIA approaching earnings, Micron selling out its HBM capacity, and billions of dollars flowing between companies across the AI ecosystem, is the AI boom built on real earnings growth, or are investors looking at a circular AI economy?In this episode of Zero Sum, Harsh speaks with David Morrison, Senior Market Analyst at Trade Nation, about the semiconductor stock rally, NVIDIA's upcoming earnings, Micron's AI chip demand, and whether the enormous spending on AI infrastructure can continue.They also discuss Michael Burry's concerns about NVIDIA's financing arrangements, NVIDIA's investment in SpaceX, SpaceX's IPO and share lockups, hyperscaler spending, AI stocks, leverage and risk management. Plus, David reveals his bullish outlook for gold and silver, his bearish view on oil, and his wildcard for the US dollar.In this episode:NVIDIA and AI stocks: What investors should watch ahead of NVIDIA's upcoming earnings, including margins, guidance and customer demand.The semiconductor sell-off: Why semiconductor stocks fell sharply before staging a major recovery.Micron and HBM demand: Why Micron has sold out its high-bandwidth memory capacity and what this says about AI chip demand.Is AI spending actually paying off?: Whether the huge investment in AI infrastructure is translating into real earnings and revenue growth.Michael Burry's NVIDIA warning: Why Burry has raised concerns about circular financing in the AI ecosystem.The circular AI economy: Are AI companies increasingly investing in one another and creating a cycle of capital across the sector?NVIDIA and SpaceX: What NVIDIA's investment in SpaceX tells us about the increasingly interconnected AI investment landscape.SpaceX stock and lockups: Why SpaceX's share price fell after its IPO and what upcoming share lockups could mean for investors.AI infrastructure spending: Why hyperscalers are increasingly turning to debt and other sources of capital to fund the AI boom.AI stock risk management: What investors holding NVIDIA, Micron and other technology stocks should consider as volatility increases.The AI bubble debate: Could the current AI boom eventually resemble the dot-com bubble, or are we still in the early stages of a transformative technology?Gold and silver: Why David is bullish on precious metals and believes gold and silver could have further upside.Oil: Why David is bearish on oil despite ongoing geopolitical uncertainty.The US dollar: David's wildcard for investors and why he believes the dollar could rally.CHAPTERS:00:00 - Is the AI Trade Back?02:40 - Why Did Semiconductor Stocks Crash?05:29 - Is AI Spending Actually Paying Off?06:02 - Why Is Micron Selling Out Its HBM Capacity?08:29 - Could AI Chips Become Obsolete?10:11 - What Should Investors Watch in NVIDIA's Earnings?12:02 - Is Michael Burry Right About NVIDIA?14:12 - Why Is NVIDIA Investing in SpaceX?15:00 - Is the AI Economy Becoming Circular?18:43 - What Happened to SpaceX Stock?19:55 - What Is a Stock Lockup?23:03 - How Much Is AI Infrastructure Really Costing?24:20 - When Should Investors Sell AI Stocks?26:57 - How Risky Are AI Stocks?27:12 - Should You Use Leverage When Trading AI Stocks?28:01 - Is Gold About to Rally?28:40 - Is Silver the Next Big Trade?29:26 - Why Is David Bearish on Oil?31:07 - Could the US Dollar Rally?31:53 - David Morrison's Bullish, Bearish and the Wildcard picks.Find out more about David Morrison and Trade Nation here: https://tradenation.com/Music from Uppbeat: License code: Q9GELZCLZH1PWACEThe content on Zero Sum is provided for informational and entertainment purposes only and does not constitute financial, investment, legal, or tax advice. The views expressed are those of the hosts and guests and due diligence should be done before acting on anything you hear here.#AI #NVIDIA #investing

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About

Zero Sum is a weekly markets and finance podcast from Invezz. Each episode, Harsh, Lead News Editor at Invezz, sits down with analysts and investors to break down one big idea shaping global markets — from geopolitics and earnings to IPOs and everything in between. No noise, no filler. Just sharp analysis on the trades, the trends, and the people moving money. Because in markets, for every winner there's a loser. This is Zero Sum.

Information

  • Creator
    Invezz
  • Years Active
    2026
  • Episodes
    18
  • Rating
    Explicit
  • Copyright
    © Invezz
  • Show Website
    Zero Sum