Zero Sum

Invezz
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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.

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  1. 21시간 전

    US' mideast troubles, China relations | Anita Kellogg, Kellogg's Global Politics

    America is fighting a prolonged war with Iran while simultaneously trying to reset relations with its biggest strategic rival, China. In this episode of Zero Sum, Harsh speaks with Dr. Anita Kellogg, an international relations scholar and host of Kellogg’s Global Politics, about what the Iran conflict means for US military power, how the Strait of Hormuz gives Iran unexpected leverage, and whether China is benefiting from America’s strategic overstretch. We also discuss the upcoming Trump–Xi summit, critical minerals, semiconductors, AI, Taiwan, and what all of this could mean for investors navigating an increasingly unpredictable geopolitical landscape. CHAPTERS: 00:00 - What's Happening in the Iran War?02:18 - Is America Still the World's Biggest Superpower?03:35 - What Are America's Goals in the Iran War?04:27 - How Is Iran Able to Fight the US?06:53 - Why Is the Strait of Hormuz So Important?07:50 - How Is the Iran War Affecting the US Economy?09:08 - Is America Losing Its Military Power?10:56 - Is China Benefiting From the Iran War?12:27 - Will Trump and Xi Jinping Meet?13:41 - Is the US-China Relationship Getting Weaker?13:46 - Why Are Rare Earth Minerals So Important?15:31 - What Does China Want From the US?16:18 - Could China Take Taiwan?18:25 - How Will AI Affect US-China Relations?18:48 - Why Are Critical Minerals Important for AI?19:00 - Why Are Semiconductor Chips So Important?21:29 - How Does Geopolitics Affect Your Investments?22:16 - How Should Investors Invest During Geopolitical Uncertainty?23:00 - Will Oil Prices Keep Rising?23:00 - Is There an AI Stock Market Bubble?23:51 - Anita Kellogg's Bullish, Bearish and Wildcard24:05 - When Will the Iran War End?24:21 - Are Defense Stocks a Good Investment? Find out more about Anita Kellogg and Kellogg's Global Politics here: Find out more about Anita Kellogg and Kellogg's Global Politics here: https://www.kelloggsglobalpolitics.com/ 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. Music from Uppbeat: License code: Q9GELZCLZH1PWACE #geopolitics #investing #worldaffairs

  2. 8월 7일

    Who will survive the next crypto cycle | Eamonn Gashier, Block Scholes

    Block Scholes reads institutional crypto sentiment for a living, and right now the market's own risk gauges are flashing something more interesting than the headline price chart.Eamonn Gashier, the man who built that gauge, joins Zero Sum to talk fear, tokenisation, and why every exchange on earth suddenly wants to sell you a stock.CHAPTERS:00:00 - What's Happening in the Crypto Market in 2026?01:34 - Is Bitcoin's Drop Normal or the End of the Cycle?03:05 - Where Did Retail and Institutional Crypto Capital Go?04:45 - What Does Blockscholes' Risk Sentiment Index Measure?06:20 - What Is Blockchain and Why Does It Matter Now?09:30 - Why Do Some Tokens Survive While Others Don't?11:00 - What Does Market Sentiment Indicate for the Next Cycle?13:30 - Will Tokenization Be Bigger Than Cryptocurrencies?16:20 - What Are Vaults and Why Will They Be a Trend?18:30 - Do Prediction Markets Work Better Than Polls?21:30 - How Do Government Policies Affect Crypto?24:00 - What Should the UK Do to Lead in Crypto?26:30 - How Will On-Chain Trading Change Traditional Markets?31:00 - What's Eamonn Gashier's Most Bullish, Bearish, and Wildcard Pick?Find out more about Eamonn and Block Scholes here: https://www.blockscholes.comThe 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.#investmentnews #bitcoin2026 #bitcoinanalysis

  3. 7월 24일

    The club nobody asked for, but everyone wants in | Wajeeh Khan, Stock Market Analyst

    Apple was the first. That was 2018. Now there are 14 members — and SpaceX is knocking on the door at nearly $2 trillion. In this episode of Zero Sum, I sit down with Wajeeh Khan, stock market analyst at Invezz, to break down what it actually takes to crack the Trillion Dollar Club, why AI is rewriting the rules of market valuation, and what happens when a dozen mega-cap giants are all fighting for the same chips, the same power, and the same investor dollars. CHAPTERS:00:00 - Welcome: Podcasting Is Harder Than It Looks01:00 - The Trillion Dollar Club: From 1 to 14 Members02:00 - Greetings From Baku (And How Many Zeros in a Trillion?)03:30 - What Changed? AI Reshuffled the Leaderboard05:30 - OGs, Reinvented & AI-Natives: The Three Buckets08:15 - Nvidia: From Gaming Cards to Trillions12:45 - The $700 Billion Build-Out: What Are Hyperscalers Buying?15:30 - Why Chip Shortages Make Stocks Go Up17:40 - CapEx Tripled: When Is It Too Much?20:20 - SpaceX at $1.75 Trillion: The Bull Case (And What They Hope You Miss)26:45 - Anthropic's Trillion-Dollar IPO: Is Enterprise Enough?29:45 - Can Wall Street Absorb $3 Trillion in New Supply?32:10 - Bullish, Bearish & Wildcard Featuring Wajeeh Khan - follow him on LinkedIn here: https://www.linkedin.com/in/wajeehkhan93/ 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. #SpaceX #MarketNews #Investing

  4. 7월 17일

    why everyone's suddenly nervous about AI stocks | Dr. Richard L. Peterson

    Everyone's calling this an AI bubble — but is it actually one, or are we all just panicking because Michael Burry made a bet? This week, I sit down with Dr Richard Peterson, the behavioural economist behind MarketPsych (once dubbed "Wall Street's top psychiatrist" by the AP), to actually measure the psychology behind the AI trade instead of just vibing about it. We get into why sentiment data has been sliding since October, why this bubble is more "sober" than dot-com (spoiler: these companies actually make money), what really happened when Burry's Nvidia and Palantir puts went public, and why companies outside AI are getting punished for not having an AI story to tell. Then we go somewhere most bubbles take a skip entirely: the layoffs. AI was cited in roughly 40% of all US job cuts in May 2026 — the highest share on record — and Gartner's own research found no link between those cuts and any actual return on investment. So is this discipline, or just a story markets want to hear? 00:00 Why Markets Crash00:43 AI Hype And Bubble Risk01:43 Nvidia Shock And Guest Intro02:58 How Sentiment Data Works04:56 AI Sentiment Cycles Since ChatGPT06:10 Dotcom Parallels And Competition09:42 Speculation Signs And IPO Liquidity11:58 Influencers And Herd Psychology15:09 Winners Losers In AI Supply Chain17:22 Jobs Narrative And Real Data19:54 Are We In A Bubble22:03 Bullish Bearish Wildcards23:13 Wrap Up And Post Chat

  5. 7월 3일

    Is Britain Broken? Decoding Starmer's Exit and What Comes Next | David Morrison, Trade Nation

    Britain just lost another Prime Minister. Keir Starmer resigned on 22 June 2026 — less than two years after winning one of Labour's biggest ever election landslides — making him the sixth Prime Minister to leave Downing Street in under a decade. Andy Burnham, the former Mayor of Greater Manchester, is almost certain to be next. In this episode, Invezz Lead News Editor Harsh Vardhan sits down with David Morrison, Senior Market Analyst at Trade Nation, to ask the harder question: is Britain actually broken? Not as a vibe — as a structural economic problem. The pound is down. The FTSE chronically underperforms. HS2 started at £32 billion in 2011 and is now heading toward £103 billion, won't open until 2039, and was originally supposed to launch this year. Meanwhile, the US and China are pouring hundreds of billions into AI, and Britain is watching from the sidelines. 00:00 - Intro01:05 - Welcome: Starmer Resigns03:10 - Is Britain Actually Broken?06:45 - Starmer's Torrid Time08:55 - What Does Foreign Money Think?10:40 - Larry the Cat: Britain's Most Stable Politician11:45 - Why Didn't the Markets Flinch?13:50 - Why Are Americans Obsessed With British Politics?16:25 - Is the UK Falling Behind on Tech?19:10 - What Will Andy Burnham Actually Do?20:30 - Bullish, Bearish & Wildcard 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.

  6. 6월 20일

    BREAKING: Strait of Hormuz closed, again? Oil shock, peace talks, and what happens next.

    On Saturday the 20th of June, 2026, Iran announced closure yet again for the Strait of Hormuz... The US and Iran have confirmed a deal to reopen the Strait of Hormuz, ending a 3.5-month blockade that choked off roughly a fifth of global oil flows. Markets reacted fast. Asian stocks surged as much as 5.7%, and Brent crude fell more than 4% in early Monday trading. The winners and losers are already taking shape. Airlines, hammered all year by sky-high jet fuel costs, are the most obvious beneficiaries. Tankers, the hot trade of Q1, face a sharp reversal. But this isn't a light switch, mines still need clearing, and infrastructure damage across the Gulf means the reopening will be gradual. So what does it actually mean for your money, and where should you be putting it? Wajeeh Khan, Invezz stock market analyst, joins Lead News Editor Harsh to break it down. Chapters: 00:00 Oil Shock Teaser 00:35 Iran US MOU Bombshell 02:35 Hormuz Reopening Explained 05:41 Why The Deal Happened 08:11 Nuclear Nuance And Risks 12:09 Where Oil Prices Settle 17:31 Markets Winners And Losers 19:19 Fed Inflation And Playbook 23:36 ROMO And SpaceX Detour 26:28 Bullish, Bearish and Wild Card 28:02 Wrapping up #StraitOfHormuz #Investing #StockMarket #OilPrices #BrentCrude #MOU #Geopolitics #OilMarkets #Iran #MiddleEast #Invezz #ZeroSum -------------------- 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.

  7. 6월 11일

    SpaceX IPO: is Elon Musk asking for too much?

    SpaceX is going public, and the numbers are staggering. A $1.75 trillion valuation and a $75 billion raise make this one of the most anticipated, and most controversial, IPOs in Wall Street history. But is it actually worth it?In this episode of Invezz Zero Sum, host Harsh Vardhan sits down with David Morrison, Senior Market Analyst at Trade Nation, to break down what SpaceX's IPO really means for investors. They dig into how the company is being valued, what risks the market might be ignoring, and whether retail investors should be excited... or very, very cautious.If you have ever wondered how a rocket company gets valued higher than most of the world's economies, this is the episode for you.Biggest IPO in history: Let's work out if it's worth buying.00:00 SpaceX Launch01:00 Welcome to Zero Sum02:30 Marmite Musk: Love Him or Hate Him04:00 $75 Billion for a Company That Lost $5 Billion05:45 The 42% Voting Power Problem08:30 Will This Money Fund a Trip to Mars?11:30 The Starlink Bet14:15 The Kill Switch Problem15:30 xAI: An "Indeterminate" Moat18:30 Morningstar's Bearish Case22:00 Markets vs National Security23:15 Bullish, Bearish & Wildcard25:30 Living Forever: The AI Healthcare Wildcard27:45 Sign OffTune in to more of David Morrison's insights at TradeNation: https://tradenation.com/knowledgebase/authors/david-morrison/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.

  8. 5월 23일

    The $1.75 trillion question: Is SpaceX IPO worth the hype?

    Elon Musk filed the paperwork on April 1. No, really. In this episode of Zero Sum, I'm joined by Wajeeh Khan — stock market analyst at Invezz — to break down what the SpaceX IPO actually means for markets, for retail investors, and for the question nobody on Wall Street wants to answer out loud: is a $1.75 trillion valuation real, or is it the most expensive story ever sold on a Nasdaq listing? We get into why Starlink is carrying the entire financial case for a company that lost nearly five billion dollars last year, what the xAI merger actually did to the balance sheet, and whether allocating 30% of the IPO to retail investors is democratisation — or just very elegant distribution. Rockets. Satellites. AI losses. Bitcoin on the balance sheet. Data centres in orbit. It's all in here. Biggest IPO in history. Let's work out if it's worth buying. 00:00 Trailer 01:12 Intro 01:47 SpaceX IPO Shock 03:27 Wajeeh welcome 04:55 Why Go Public Now? 08:13 xAI Merger Explained 10:56 Financials Get Weird 12:45 Starlink Carries It 14:09 Valuation Moonshot 16:32 Governance Retail Risk 18:01 Advice For Retail 20:46 Closing Takeaways 21:48 Bullish, Bearish & Wildcard 24:21 Final Sign Off #SpaceX #SpaceXIPO #Starlink #ElonMusk #IPO #StockMarket #Investing #xAI

  9. 5월 16일

    Trump meets Xi: The power play in China

    Trump landed in Beijing. Xi was waiting. And somewhere on Air Force One, Jensen Huang was probably thinking about chip export controls. In this episode of Zero Sum, I am joined by Clem Chambers — investor, author, and CEO of aNewFN— to break down what the Trump-Xi summit actually means for markets, for the AI war, and for the Taiwan question that nobody in the room wanted to answer out loud. We get into why artificial intelligence has become the single most contested battleground in US-China relations, whether the billionaire delegation was genuine diplomacy or very expensive theatre, and what Clem is bullish on, bearish on, and watching closely as the dust settles. Big trip. Bigger stakes. Let's work out who's actually winning. Chapters 00:00 Intro 00:55 Welcome to Zero Sum 01:30 BYOB: Trump's Billionaire Road Trip 02:55 The Jensen Huang Snub (And Why It Doesn't Matter) 03:45 Nixon to Beijing, Trump to Beijing: The Return Match 06:30 Ships, Steel & Rare Earth: America's Dependency Problem 07:45 Globalism vs America First 09:30 The Robot Race America Already Lost 12:30 Gold Is the Currency of War 13:30 Taiwan 2027: How Close We Came to WWIII 17:30 You Can't Win AI Without Taiwan's Chips 19:00 What If the Summit Goes Sideways? 21:15 -Bullish, Bearish & Wildcard Watch more of Clem's content here: https://www.youtube.com/@ClemChambersAlpha 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.

  10. 5월 11일

    Musk vs Altman: the lawsuit that could break AI

    Elon Musk gave $38 million to a nonprofit. That nonprofit is now worth $852 billion. And Elon wants $134 billion of it back. Welcome to the most expensive donor's remorse in Silicon Valley history. This week on Zero Sum, we dig into the trial that could blow up the biggest IPO Wall Street has ever seen — a company losing $14 billion a year, a CEO with zero equity, and a courtroom bombshell where Musk admitted his own AI trained on OpenAI's models. Chapters: 00:46 OpenAI Origins And Lawsuit 01:18 Meet The Analyst 02:05 Musk Motives And Demands 04:54 Who Markets Root For 07:52 Grok Bombshell Optics 11:24 Why This Ends In Settlement 13:46 Trillion Dollar IPO Math 16:31 Circular Financing Explained 20:18 Stock Exposure And What To Do 22:57 Winners Losers Wildcard 24:31 Wrap Up And Sign Offhis is a video about Musk vs Altman: the lawsuit that could break AI 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.

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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.

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    Invezz
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