The Most Challenging Macro Environment Ever? | Sven Henrich
Sven Henrich returns for Part 2 of our interview with him, in which he explains why this is likely the most challenging macro environment for investors that he’s seen in his career.
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Why AI Data Centers Need Liquid Cooling and What Changes for Suppliers
One cabinet of Nvidia's GB200 NVL72 servers for artificial intelligence (AI) draws about 120 kilowatts...
Why Gold Can Fall When Inflation Rises | Trey Reik
Higher inflation does not guarantee a higher gold price. Trey Reik discusses the competing pressures from interest rates, liquidity and confidence in monetary policy.
Why Housing Weakness Is Reaching Wealthier Buyers | Ivy Zelman
Housing can remain expensive even as buyers pull back. Ivy Zelman traces the pressure from mortgage costs into builder margins and land prices, before Trey Reik discusses the Fed.
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