The Modern Investor

SpaceX is reportedly looking to raise $40 billion to help fund its AI buildout. That’s a lot of money, even by the standards of this boom.
In this week’s Market Open, Reda and Russ Burns ask how much longer markets can keep financing AI at this scale, what higher borrowing costs change, and whether Big Tech’s earnings are telling the full story. 
They also look at nuclear power, bank earnings, and what the latest inflation data could mean for the wider economy.
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Options have a reputation for being complicated and risky. But they can also be useful tools for investors looking to manage risk, generate income, or make the most of a volatile market.
In this episode, Reda Farran speaks to JJ Kinahan from CBOE Global Markets and James Kostulias from Charles Schwab about how investors are actually using options — from covered calls and puts to more complex strategies with defined risk.
They also discuss volatility, zero-day options, and where someone new to options should start.
This sessions was originally broadcast live as a webinar. Stay up to date with upcoming podcast episodes and livestreams on our website, or follow us on Instagram 
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Bill Ackman is worried about where AI could lead. He’s also still finding reasons to own some of the companies spending the most on it.
On today’s episode, Finimize CEO Carl Hazeley talks to the Pershing Square founder about AI risk, why he still sees value in Big Tech, and what he looks for in businesses he’s willing to own for years.
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Higher bond yields have been painful for existing investors. But for anyone buying today, they also mean something that’s been missing from bonds for years: a genuinely attractive starting return.
In this week’s pod, Reda and Russ look at why bonds are starting to deserve another look, how the latest round of rate hikes is changing the picture, and where Reda sees the most interesting opportunities across the market.
They also discuss the US-China summit, the risk that slowing AI spending could hit a much wider group of stocks, and why China’s long-term industrial strategy continues to matter for investors.
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Anthropic is preparing for what could become the biggest IPO in history, with a rumoured valuation of around $2 trillion. The question for investors is whether the business can actually grow into a price tag that large. 
In today's episode, we’re sharing another preview of Research Drops – investment research normally available exclusively to Finimize Pro members.
Finimize analyst Russell Burns looks at the bull case for Anthropic: its extraordinary growth, the scale of its infrastructure commitments, and why falling AI costs could end up driving more usage rather than less.  
Head to the Finimize app to hear Russell's research in full.
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