Ashutosh Agarwal's videos and podcasts
We are going to do regular breakdowns of great investment calls made by legendary investors.
Warsh Hiked and the Long End Sold Off Anyway - The Long End & Fiscal Supply - Week of September 29, 2026
An AI Agent Broke Into a Government as the Cyber Stock Bubble Debate Went Mainstream - Cybersecurity - Week of September 29, 2026
The Dollar Breaks Higher as EM Carry Trades Take a Breather - EM FX Weekly - Week of September 29, 2026
Holiday Shipping Costs Climb and Shoppers Pay the Bill in January - The Squeezed Consumer: Tariffs & Trade-Down - Week of September 29, 2026
Treasury Yields Hit 2007 Highs but the Dollar Barely Moved - The Dollar Brief - Week of September 29, 2026
Nvidia Bets 235 Billion Dollars on Itself While Credit Markets Push Back - The AI Capex Tracker - Week of September 29, 2026
Trump Rejects Iran's Hormuz Plan as Brent Jumps to $108 - Oil: OPEC+, Shale & Geopolitics - Week of September 29, 2026
Cathie Wood Sold Nvidia to Buy Tesla and the Scoreboard Is Awkward - Track Record - October 2024 to September 2026
Anthropic's $2 Trillion IPO Meets a 5% Treasury as OpenAI Rules Out a 2026 Listing - Capital Markets: IPOs, M&A & Exchanges - Week of September 29, 2026
Data-Center IPOs Stall as the 10-Year Yield Tops 5% and Bond Sales Hit a Record - The Capital-Markets Reopening - Week of September 29, 2026
Insurance AI Moves From Pilots to Five-Minute Quotes and an Agent-Native MGA - Vertical Spotlight: Insurance - Week of September 29, 2026
10-Year Yield Hits 5.27% With PCE and Payrolls Due - US Macro Recap - Week of September 29, 2026
Diesel Sets a Third Record as Freight Shifts From Truck to Rail - Freight Cycle Weekly - Week of September 29, 2026
Oracle Invokes Force Majeure Over Power Permits While Turbine Makers See No Slowdown - Powering AI Infrastructure - Week of September 29, 2026