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Biden's Techno-Imperial Cycle
...and the Techno-AI Cycle as part of it
Jul 21
5
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Biden's Techno-Imperial Cycle
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Broken Markets
Thoughts on passive, turnover, options complex and the FOMO
Jul 20
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Broken Markets
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4:17
Cutting Cycles at the Gate
Time for sovereigns?
Jul 15
7
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Cutting Cycles at the Gate
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2
Dollar Maximalism
Sophism and the future of the US Dollar
Jul 12
8
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Dollar Maximalism
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4
AI tired, Macro moves, Setups, Crypto
Breakout by Philo, Issue #4.
Jul 7
4
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AI tired, Macro moves, Setups, Crypto
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Testing out Moshi AI (new chatbot)
Philo speaking to an AI chatbot, worth a listen!
Jul 5
3
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Testing out Moshi AI (new chatbot)
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4:22
June 2024
Where are the Safe Havens?
Ideas, Trades, Shifts.
Jun 27
4
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Where are the Safe Havens?
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Create the Alter Ego
We've done it all, except learn how to live
Jun 22
5
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Create the Alter Ego
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My Contra & the Mind of the Market
"Everything is AI"
Jun 21
4
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My Contra & the Mind of the Market
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Nvidia No More
Momentum shifts from front side to back side
Jun 20
7
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Nvidia No More
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First €xit
Where do we go from here? How to play it.
Jun 19
4
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First €xit
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The Case for a Right Wing Europe
and its financial consequences | Listen Now
Jun 11
2
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The Case for a Right Wing Europe
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3:00
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