PM
Profits Markets
Summary
Profits Markets covering AI Bubble, AI Infrastructure, Market Leadership, and Magnificent Seven. Notable guests include Robert Armstrong (US financial commentator, Financial Times).
1episodes
34total claims
12topics covered
1 episodes
This Market Is Directionless (And That Should Scare You)
›Jun 29, 2026
Markets posted solid gains in H1 2026 (S&P 500 +8%), but performance has stalled at a 'nervous top' amid high valuations and macro uncertainty. A major market rotation occurred in May, with leaders...
AI BubbleAI InfrastructureMarket LeadershipMagnificent Seven+11 more