Best Finimize Podcasts (2025)

1
ByteDance Is Planning A $23 Billion Investment In AI Infrastructure, And US Regulators Approved Novo Nordisk’s Once-A-Day Wegovy Pill 5:46

Play Pause

3h ago5:46

5:46

ByteDance is planning a $23 billion investment in AI infrastructure – but it’ll take more than that to match Big Tech – US regulators approved Novo Nordisk’s once-a-day Wegovy pill, handing the Danish drugmaker an early edge over rival Eli Lilly. Today’s stories: ByteDance Is Making A $23 Billion Bid, Eager To Take A Chunk Out Of Big Tech’s AI Lead…

1
The Finimize Team's 2025 Investing Ideas, Wrapped 18:40

4h ago18:40

18:40

Before you start thinking about new goals and fresh trades for 2026, it’s worth taking one last look back. In this episode, Finimize Analyst Stéphane Renevier joins the pod to review the Finimize team’s 2025 investing calls - what worked, what didn’t, and why. We break down the ideas that delivered standout returns, the themes that kept showing up,…

1
Macro Hedge Funds Had Their Strongest Year Since 2008, And Apollo Is Selling Some Riskier Assets And Stacking Up Cash 5:51

23h ago5:51

5:51

Macro hedge funds – which bet on big moves in interest rates, currencies, and other markets – had their strongest year since the 2008 global financial crisis, while US asset manager Apollo Global Management has decided some assets are better unmanaged, so it’s selling them and stacking up cash. Today’s stories: Return Of The Mac-ro Hedge Fund Apoll…

1
“Vibe Coding” Startup Lovable Landed $330 Million, And Japan Pushed Interest Rates To Their Highest In 30 Years 5:51

4d ago5:51

5:51

“Vibe coding” startup Lovable put investors under its spell, landing $330 million at a $6.6 billion valuation, while Japan took it back to the nineties, pushing interest rates to their highest in 30 years. Today’s stories: “Vibe Coding” Startup Lovable Lived Up To Its Name, Giving Investors Fuzzy Feelings The Nineties Called And Japan Answered, Pus…

1
US Inflation Data Looked Better Than Expected, But There’s A Hole In The Numbers – And India Proved Itself As A Real AI Hotspot 5:43

5d ago5:43

5:43

US inflation data looked better than expected – but there’s a big, October-shaped hole in the numbers – and forget Silicon Valley: India proved itself as the real AI hotspot. Today’s stories: US Inflation Data Inspired Some R&R: Resting And… Reading The Footnote India Did It Beta, Becoming The World’s Most Active AI Market Try Finimize Pro…

1
Amazon Might Invest $10 Billion Into OpenAI, And Waymo Could Double Its Valuation To Over $100 Billion 6:01

6d ago6:01

6:01

Amazon might hand OpenAI $10 billion – but the ChatGPT creator would need to hand some of it straight back – Alphabet’s self-driving ride-hailing venture, Waymo, could double its valuation to over $100 billion. Today’s stories: Amazon Could Hand OpenAI $10 Billion, In Exchange For… Some Of It Back Waymo Could Come In Clutch With A $100 Billion Valu…

1
November’s US Jobs Report Disappointed, And The European Union Made A U-Turn On Its Gas Guzzler Ban 5:56

7d ago5:56

5:56

November’s payrolls report suggested that the US added more jobs than expected… but the fine print dampened the mood, while the European Union looks to be softening its stance on gas-powered cars, giving automakers more time to change their proverbial gears. Today’s stories: November’s Jobs Report Landed Late – And That Wasn’t The Only Disappointme…

1
Alphabet Stock: The Good, The Bad, And The Base Case 9:41

7d ago9:41

9:41

Alphabet’s had a big year. The stock’s surged, the AI fears have faded, and even regulators have eased off, turning what once looked like a risky bet into one of the market’s standout performers. But after a 60%-plus rally, the obvious question is: what now? Today, Finimize Analyst Russell Burns joins the pod to reassess Alphabet from the ground up…

1
China Posted The Worst Retail Sales Growth Since The Pandemic, While La Niña Created Storm Potential In Markets 5:37

8d ago5:37

5:37

China posted the worst retail sales growth on record (excluding the pandemic), adding to the country’s string of disappointing data – while La Niña returned for the fifth time in six years, creating a storm in the air… and potentially, the world’s markets. Today’s stories: China’s Shops Stayed Quiet This November La Niña Storms Aren’t Limited To Cr…

1
Silver’s Price Shot Up To More Than Double Gold’s Rally, And OpenAI Rolled Out A New Version Of ChatGPT 5:46

11d ago5:46

5:46

Silver’s price shot heavenward, more than doubling gold’s rally, while OpenAI hit “patch update” on humanity’s collective brain, rolling out ChatGPT-5.2 – a souped-up model built to beat Google and Anthropic. Today’s stories: The Price Of Silver – The So-Called “Devil’s Metal” – Is Heaven-Bound OpenAI Reclaimed Its Main Character Energy With A New …

1
Oracle Went On An AI Shopping Spree, While Microsoft And Amazon Pledged To Invest $53 Billion In India 5:34

12d ago5:34

5:34

Oracle went on an AI shopping spree, so investors checked out – while Microsoft and Amazon pledged to invest $53 billion into AI infrastructure in India. Today’s stories: Oracle Went On An AI Shopping Binge – And Investors Checked Out Microsoft and Amazon Will Invest $53 Billion Into Indian Infrastructure Try Finimize Pro…

1
SpaceX Is Pushing Ahead With Its IPO Plans, And The Biotech Sector Has Seen The Most Dealmaking In A Decade 6:00

13d ago6:00

6:00

SpaceX is pushing ahead with its initial public offering plans – a bid to raise some $30 billion and land in the $1.5 trillion club – while the biotech sector has seen the most mergers and acquisitions in a decade, as pharma firms race against an expiry date. Today’s stories: SpaceX Is Preparing For Its Public Market Launch Day Pharma Firms Rushed …

1
The US Will Let Nvidia Sell Advanced Chips To China – For A Cut – And Global Temperatures Are On Track To Set An Unwelcome Record 6:02

15d ago6:02

6:02

The US will finally let Nvidia sell advanced chips to China… in exchange for a cut, while global temperatures are on track to set an unwelcome record, by staying above a key threshold for three years straight. Today’s stories: Nvidia Can Sell Advanced Chips To China… If America Can Keep 25% Climate Change Made Its Third Strike Try Finimize Pro…

1
China’s Exports Have Overshadowed Imports By $1 Trillion, And Hedge Funds Moved More Operations To The United Arab Emirates 5:41

16d ago5:41

5:41

China’s exports have overshadowed imports by $1 trillion this year, marking the country’s biggest-ever surplus, while hedge funds moved more operations to the UAE – so now London, New York, and Singapore might have a harder time holding on to cash and talent. Today’s stories: China Turned October’s Export Trick Into November’s Treat Hedge Funds Put…

1
Netflix Is Buying Warner Bros.’ Studio And Streaming Business, And Christiano Ronaldo Bought A Stake In AI Search Firm Perplexity 5:20

19d ago5:20

5:20

Netflix brought back blockbuster deals, buying Warner Bros.’ studio and streaming business for $83 billion – while Cristiano Ronaldo bought a stake in AI search company Perplexity, becoming a global representative in the process. Today’s stories: In The Ultimate Touch Of Movie Magic, Netflix Is Buying Warner Bros. Cristiano Ronaldo Bought A Stake I…

1
Chinese Chipmaker Cambricon Expects To Triple Its Chip Sales Next Year, And China’s Biggest Beauty Brand Looked To Challenge Europe’s Luxury Names 6:01

20d ago6:01

6:01

Chinese chipmaker Cambricon expects to triple its chip sales next year – but while demand isn’t a problem, supply might be – and China’s biggest homegrown beauty brand looked to launch products far and wide, posing a threat to Europe’s biggest luxury names. Try Finimize ProBy Finimize

1
AI Startup Anthropic Started Preparing To Go Public, And Indian Stocks Had Their Weakest Showing Against Other EMs In Decades 6:03

21d ago6:03

6:03

AI startup Anthropic started preparing to go public – and the debut will test investors' nerves – while Indian stocks had their weakest showing against other emerging markets since 1993. Today’s stories: Anthropic Prepared For One Of The Biggest-Ever IPOs Global Investors Swapped India For Two Other Emerging Markets Try Finimize Pro…

1
Costco Is Sueing The US Government, And Strategy’s Stock Has Followed Bitcoin Down 5:39

22d ago5:39

5:39

Costco sued the US government for tariff payback… literally, while bitcoin’s fall put the “micro” back in “MicroStrategy”. Today’s stories: Costco Sued The US Government For Tariff Payback Bitcoin’s Fall Put The “Micro” Back In “MicroStrategy” Try Finimize ProBy Finimize

1
The Stupidly Simple Trend-Following Strategy That Actually Works 19:29

22d ago19:29

19:29

Trend following sounds like something only quants, hedge funds, and giant computer systems can pull off - but it doesn’t have to be. In this episode, Finimize Analyst Stéphane Renevier breaks down a surprisingly simple version of the strategy that anyone can run in just ten minutes a month. Try Finimize Pro…

1
Alphabet’s Gemini 3 Beat OpenAI’s ChatGPT-5 In a Range Of Tests, While Silver's Doubled Its Price Since The Start Of The Year 5:24

23d ago5:24

5:24

Alphabet’s Gemini 3 beat OpenAI’s ChatGPT-5 in a range of tests, while silver has doubled its price since the start of the year – hitting record high after record high. Try Finimize ProBy Finimize

1
OpenAI’s Partners Are Footing Its Breakneck Buildout Bills, And A Major US Exchange Went Dark For Hours 5:41

26d ago5:41

5:41

OpenAI’s partners are footing its breakneck buildout bills – and they’re taking on loads of corporate debt to do so – while a major US exchange went dark for hours after a data center lost its cool (literally). Today’s stories: OpenAI’s Swiping Partners’ Cards For Expensive… Gere CME’s Exchange Broke Down After A Key Data Center Got Brain Freeze Tr…

1
The UK Announced Higher Taxes, And HSBC Thinks OpenAI Will Need To Supplement Revenue With Fundraising 5:38

28d ago5:38

5:38

The UK’s taxes will inch higher – but investors kept the stock market firmly in place – while HSBC said OpenAI will need to supplement revenue with fundraising to keep up with its data center costs. Today’s stories: The UK Announced Higher Taxes – But Only After Spoiling Its Own Reveal HSBC Handed OpenAI The Check – And The Firm Might Need To Pay C…

1
Alphabet’s Chips May Have Stolen Another High-Profile Customer From Nvidia, And The S&P 500 Welcomed Memory Provider Sandisk 5:26

29d ago5:26

5:26

Alphabet’s chips may have stolen another high-profile customer from Nvidia – and investors applauded the achievement – while the S&P 500 welcomed its latest entrant: memory provider Sandisk. Today’s stories: Alphabet Might Be Celebrating A Billion-Dollar Betrayal The S&P 500’s New Entrant Is Making Memories Try Finimize Pro…

1
What 200 Years Of Market History Can Teach You About Investing 18:27

29d ago18:27

18:27

What can two centuries of market data tell us about investing today? In this episode, Reda Farran walks through a landmark study covering 200 years and 56 economies - and the 13 lessons that consistently hold up across cycles, regimes, bubbles, crashes, and inflation. Try Finimize Pro Sponsored by SurfAir Mobility.…

1
Drugmaker Novo Nordisk’s Stock Fell 5%, And Alibaba’s Answer To ChatGPT Got Over Ten Million Downloads 5:27

30d ago5:27

5:27

Novo Nordisk’s stock fell 5%, after its blockbuster weight-loss drug failed to prove useful for treating Alzheimer’s, while Alibaba’s answer to ChatGPT got over ten million downloads in a week – and earned the stock a tidy bump. Today’s stories: Investors Punished Novo Nordisk For Its Trial And Error Investors Gave Alibaba’s AI App A Perfect Ten… M…

1
US Stocks Had A Wild Week, And Japan’s Betting Big On Stimulus 5:07

1M ago5:07

5:07

US stocks swung wildly as AI dreams clashed with bubble fears, while Japan’s betting big on stimulus – even if it has to borrow to do so. Today’s stories: Stocks And Crypto Fell As AI Fears Ramped Up, Spooking Investors Japan Unveiled A Stimulus Package That Was Less A Question Of If, But Yen Try Finimize Pro…

1
ByteDance Secured A $480 Billion Valuation, And India’s Nifty 50 Index Hit An All-Time High 5:38

1M ago5:38

5:38

TikTok’s parent company danced its way to a $480 billion valuation – and investors were falling over each other to get in – while India’s Nifty 50 stock market index just hit an all-time high. Today’s stories: A New Stake Sale Valued ByteDance – TikTok’s Parent Company – At $480 Billion India’s Stock Index Hit An All-Time High, Leaving Investors Fe…

1
Nvidia Smashed Expectations And Raised Forecasts, While Xiaomi’s EV Unit Crossed The Profit Finish Line 5:49

1M ago5:49

5:49

Nvidia smashed all the market’s expectations and raised its forecasts for the rest of the year, while Xiaomi’s EV unit just crossed the profit finish line – and did it faster than Tesla. Today’s stories: Nvidia’s Been Keeping Things Chipshape, With Results That Sparkled Across The Board Xiaomi’s EV Business Turned Its First Profit At Warp Speed, Ma…

1
Three Sectors And Six Stocks: Where The Charts Say To Look Now 11:55

1M ago11:55

11:55

Volatility’s back – and technical analysis might be having a moment. In this episode, Finimize analyst Russell Burns digs into how simple tools like moving averages and MACD are helping make sense of the market’s latest zigzags. It’s a look at how old-school charting can offer fresh signals – and how planning your exit might just be the best entry …

1
Stocks And Crypto Saw The Worst String Of Selloffs Since April, And Oil Giant Total Bought Some Power Plants In Europe 5:22

1M ago5:22

5:22

Stocks and crypto just saw their worst string of selloffs since tariffs hit back in April, while oil giant Total just bought some power plants in Europe – plugging into a future beyond fossil fuels. Today’s stories: Investors Lowered The Boom, Triggering The Worst Market Slide Since April Total Snapped Up A European Electric Firm, Shooting To Be A …

1
Warren Buffett Made Big Bet On Alphabet, And Icy Relations With China Sent Shivers Through Japan’s Tourism And Retail Stocks 5:44

1M ago5:44

5:44

Warren Buffett’s still the big dog at Berkshire, and he just made an Alpha… bet, while some icy relations with China sent shivers through Japan’s tourism and retail stocks. Today’s stories: Buffett Bought A Big Alphabet Stake, Perhaps Becoming The Oracle Of AI Investors Sold Japan’s Stocks, Expecting A Travel Disruption Try Finimize Pro…

1
Bitcoin Fell Into A Bear Market, And China Got Hit By Weak Economic Updates 5:37

1M ago5:37

5:37

Bitcoin dropped 23% from its October high, and climbing back up could be a real bear, while China got walloped by a trifecta of weak economic updates. Today’s stories: Call It Bearcoin: Bitcoin Just Slipped Into A Bear Market The Chinese Economy’s Three Sheets To The Wind Try Finimize ProBy Finimize

1
Microsoft And OpenAI Are Sharing Custom Chips, While The US Government Shutdown Ended With A New Spending Bill 5:49

1M ago5:49

5:49

Microsoft and OpenAI are more in sync than ever – even sharing custom AI chips – while the US government reopened for business, with a new spending bill bringing its record-long shutdown to an end. Try Finimize ProBy Finimize

1
Wall Street And Big Tech Have Been Teaming On Creative AI Deals, And The IEA Thinks Oil Demand Could Keep Climbing For Another 25 Years 5:47

1M ago5:47

5:47

Wall Street and Big Tech have been teaming up to sign some very creative AI deals, while the IEA changed its tune, saying that oil demand could keep climbing for another 25 years yet. Today’s stories: Wall Street And Big Tech Are Finding New, Friendly Ways To Finance AI Bets The IEA’s Got A New Crude Estimate: It Sees Demand Growing Until 2050 Try …

1
SoftBank Dumped Its Entire Nvidia Stake, While American Companies Just Posted Their Best Results In Four Years 5:39

1M ago5:39

5:39

SoftBank dumped its entire Nvidia stake, getting rid of the old to bankroll the new – while American companies just posted their best results in four years, brushing off the impact of tariffs. Try Finimize ProBy Finimize

1
Wreck-It… Wealth: This Scrap-Heap Stock Could Be A Portfolio Hero 14:35

1M ago14:35

14:35

Not every investment needs a headline-grabbing story. Some just need great economics. In this episode, Finimize Analyst Theodora Lee Joseph explains why Copart - a company that makes money from totaled cars - might be one of the market’s most overlooked compounders. No hype, no buzzwords - just a scrap-heap stock with serious staying power. Try Fin…

1
Chipmaker TSMC Posted Slower Sales Growth, And US Lawmakers Are Talking About Ending The Government Shutdown 5:35

1M ago5:35

5:35

Chip manufacturer TSMC posted much slower monthly sales growth – an unsettling dip – while American lawmakers are at least talking about ending the US government shutdown. Today’s stories: Chipmaker TSMC’s Sales Growth Dipped (And Not In The Tasty Way) America Is One Step Closer To Ending Its Government Shutdown Try Finimize Pro…

1
Tesla Shareholders Approved Elon Musk’s Trillion-Dollar Pay Package, And China’s Exports Fell For The First Time Since April 5:45

2M ago5:45

5:45

Tesla’s shareholders signed off on Elon Musk’s $1 trillion pay package, while China’s exports fell for the first time since April – and that doesn’t bode well for the country’s growth prospects. Today’s stories: Tesla Approved A Deal To Make Musk Its Trillion-Dollar Man China’s Export Engine Just Unexpectedly Sputtered Try Finimize Pro…

1
Apple Wants To Use Google’s AI Tech To Make Siri Smarter, And Qualcomm Pulled In Solid Sales Last Quarter 5:33

2M ago5:33

5:33

Apple wants to use Google’s AI tech to make Siri smarter – for a billion-dollar price – while Qualcomm pulled in solid sales last quarter, and it’s expecting to top that in the months ahead. Today’s stories: Apple And Google Look Close To Signing A Siri-ndipitous Deal Qualcomm Hauled In Money Last Quarter – A Flex That Impressed Investors Try Finim…

1
Novo Nordisk Trimmed Its Forecasts, And Investors Offloaded Crypto 5:24

2M ago5:24

5:24

Novo Nordisk trimmed its forecasts, falling further behind in the weight-loss drug race, while investors offloaded crypto this week – knocking bitcoin and ether down by more than a few pegs. Today’s stories: Novo Nordisk Gave A Warning Shot, Cutting Profit Forecasts Yet Again Bitcoin And Ether Were Crash-Tested This Week, Hit By A Market Selloff Tr…

1
Some Big Wall Street Names Think Stock Prices Need A Reset, And Tesla Reported Worse-Than-Expected Sales 5:48

2M ago5:48

5:48

Some of Wall Street’s biggest names said that stock prices need a reset, while Tesla sold fewer EVs than expected – which won’t help Elon Musk secure that trillion-dollar pay package. Today’s stories: Wall Street Execs Warned About Keeping Up With The Valuations Tesla’s Sales Disappointed, With Investors About To Review Elon Musk’s Paycheck Try Fin…

1
How To Improve Ray Dalio's All-Weather Portfolio With A Simple Trend Filter 16:56

2M ago16:56

16:56

Ray Dalio's All-Weather Portfolio is famous for its resilience, but Finimize Analyst Reda Farran's discovered how to make it smarter. In this episode, we break down how one trend-following tweak can turn a classic strategy into an even stronger, more consistent performer. Try Finimize Pro Sponsored by SurfAir Mobility.…

1
Microsoft Shook On A $10 Billion Deal With A Data Center Provider, And Berkshire Hathaway Sold More Stocks Than It Bought Yet Again 5:51

2M ago5:51

5:51

Microsoft shook on a $10 billion deal with – you guessed it – an AI data center provider, while Berkshire Hathaway had another thrifty quarter… and investors weren’t feeling spendy, either. Today’s stories: Microsoft Secured Cloud Cover From IREN For Ten Billion Dollars Berkshire Hathaway Showed It Has-A-Way Try Finimize Pro…

1
ExxonMobil and Chevron revealed better-than-predicted results, while Nvidia signed deals with some of South Korea’s smartest firms 6:03

2M ago6:03

6:03

ExxonMobil and Chevron – Berkshire Hathaway’s fifth-biggest stateside stake – both revealed better-than-predicted results, while Nvidia signed deals with many of South Korea’s smartest firms. Try Finimize ProBy Finimize

1
Amazon And Apple Revealed Decent Takings, While The US And China Agreed To Call Off Their Tariff War For A Year 5:47

2M ago5:47

5:47

Amazon and Apple revealed decent takings, so investors gave the pair a pat on the… uh, shares, while the US and China agreed to call off their on-again, off-again tariff war for one whole year. Today’s stories: Amazon And Apple Both Revealed Prime And Proper Results The US And China Said The Magic Words: No New Tariffs For A Year Try Finimize Pro…

1
Alphabet, Meta, And Microsoft Delivered Big Numbers, And The Federal Reserve Cut Interest Rates 6:05

2M ago6:05

6:05

Alphabet, Meta, and Microsoft delivered big numbers and kicked off Big Tech’s earnings season, while the Federal Reserve cut interest rates for the second time this year. Today’s stories: It’s Time… For Big Tech Earnings Season The Federal Reserve Stuck To Its Day Job, Focusing On… Day Jobs Try Finimize Pro Sponsored by SurfAir Mobility.…

1
The US Government Went Nuclear, And Amazon Culled 14,000 Corporate Jobs 5:45

2M ago5:45

5:45

The US government went nuclear (but not in a scary way), while Amazon culled 14,000 corporate jobs – and that’s just the start. Today’s stories: The US Government Made Nuclear Bets To Develop Its Own Critical Mass Amazon Turned Same-Day Delivery Into Same-Day Deliverance, Cutting 14,000 Jobs Try Finimize Pro Sponsored by SurfAir Mobility.…

1
Five Trades For The Bubble Era: The Great Anti-Froth Hedge 23:40

2M ago23:40

23:40

Markets are flying high...but so are the warning signs. In today’s episode, we bring in Finimize Analyst Stéphane Renevier to share five trades for investors who want to stay in the game - but with a safety net. These aren’t your classic doomsday bets: they’re pragmatic, low-cost hedges for a bubble era. And, sure, they’ll help if the rally rolls o…

1
Stock Markets All Over The World Notched Record Highs, And China's Government Brought Industrial Profit Back From The Brink 5:50

2M ago5:50

5:50

Stock markets from all over the world notched record highs on Monday – while China showed there’s nothing a little government intervention can’t fix, bringing industrial profit back from the brink. Today’s stories: Investors Raised A Glass – And Plenty Of Stock Market Indexes, Too China’s Government Breathed Fire Into Factories Try Finimize Pro…

1
US Inflation Was A Touch Lower Than Expected, And Google And Anthropic Struck A Deal Worth Tens Of Billions 5:47

2M ago5:47

5:47

US inflation was a touch lower than expected in September, and investors think they know what the central bank will do next, while Google and Anthropic got together – and their hookup could make both Amazon and Nvidia a little jealous. Today’s stories: Inflation Data Was A Rare Bright Spot During The US Government’s Blackout Google And Anthropic Ch…