The written breakdown for this one is on its way. Press play above, or open it on YouTube.
Talking Their Book: Musk, Griffin and Chamath Call the AI Top (vertical)
Three billionaires called the top of the AI trade in one week. Each of them gains if you believe them. Daniel and Lily explain "talking your book" in plain English, then follow Musk's, Chamath's and Griffin's books. The warning is real. So are the motives.
More like this
All videos →
4:48NewGood for the Pound, Hard on Borrowers (vertical) | Market Updates FX Edition 30 Oct 2026
The pound is at a six-week high and UK borrowing costs are at their lowest in over a month, after John Healey's first Budget gave bond investors nothing to fear. But the Bank of England is priced to raise rates next Thursday, and fixed mortgages are near 6%.
4:48NewGood for the Pound, Hard on Borrowers | Market Updates FX Edition 30 Oct 2026
The pound is at a six-week high and UK borrowing costs are at their lowest in over a month, after John Healey's first Budget gave bond investors nothing to fear. But the Bank of England is priced to raise rates next Thursday, and fixed mortgages are near 6%.
4:41NewNobody Doubts Demand. The Market Wants Cash | Daily Market Updates 30 Oct 2026
Alphabet had its worst day on record, down 12.6% and roughly $500 billion in one session. Amazon's cloud grew 39%, and the stock still fell after hours on a $76 billion capex quarter. Intel dropped about 20% after hours on a weak guide.