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  • Cruel Summer
    2025/09/12

    This week’s markets were shaped by mixed inflation signals, Oracle’s explosive earnings, and growing evidence of an economic slowdown.


    Your feedback and comments are appreciated, please email to: amin@fpmcapital.com


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    5 分
  • Cooling but Not (Yet) Collapsing
    2025/09/05

    A review of the key stories of the week: August jobs numbers, global long term interest rate spike, tariff ruling and a look ahead to next week's key inflation reports. Also, an added bonus: comparing the current AI boom to the 1990s technology super cycle and potential lessons to consider.

    Just a little over the 5 minute mark this time!

    Your feedback and comments are appreciated, please email me at: amin@fpmcapital.com

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    5 分
  • Episode 1: Nvidia Non Event, Key Unemployment Up Ahead
    2025/08/29

    Nvidia earnings and stable, but higher than target, inflation readings drove the markets this week; up ahead is the all important unemployment data as we get into a historically rocky time for markets in September and October.

    Your feedback is essential to making this podcast the best it can be; please send your thoughts and suggestions to amin@fpmcapital.com.


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    4 分