Ep. 10: Hot Spots at Home and Around the World (2/11/26) скачать в хорошем качестве

Ep. 10: Hot Spots at Home and Around the World (2/11/26)

Global Macro & Markets with Seth Antiles In this episode, Seth Antiles delivers a comprehensive breakdown of the key global macro forces shaping today’s markets. The discussion opens with the latest U.S. jobs report, which revealed stronger-than-expected growth of 130,000 jobs in January—despite earlier attempts by Trump administration officials to temper expectations. Seth analyzes what this signals for economic momentum and market positioning. He then examines how AI-related concerns are driving market volatility, particularly within software and wealth management sectors, highlighting how rapid technological shifts are influencing investor behavior. The episode concludes with an in-depth discussion on global military preparedness. Seth explains why current U.S. precision strike capabilities may be insufficient to deter major powers such as Russia and China, underscoring the strategic need for strengthened nuclear and conventional defense capabilities. An essential discussion for those closely following macroeconomics, global markets, and geopolitical risk. 👇 Like, subscribe, and share your take in the comments.