Episode Details
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War, Inflation, and Data Center Battles | SVN
Description
Signal vs Noise: Jackson Mikalic, Michael Tanguma, Liam Nelson, and Brian Cubellis debate whether June's cooler-than-expected 3.5% CPI print is signal or noise, break down oil's surge on Middle East tensions, unpack the ultra-wealthy land-maxing trend reshaping Palm Beach real estate, react to New York's first-in-the-nation data center moratorium, and dig into Strategy's new Bitcoin Bank Adoption Index, where Fidelity leads at 71% and RBC trails at just 13%.
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🎙️ About The Show
Signal vs Noise: a twice weekly show unpacking the five biggest stories across capital markets, technology, and people, with five minutes on the clock for each.
🧠 Chapters
00:26 - Topic 1 - CPI Cools to 3.5%: Signal or Noise?
06:10 - Topic 2 - Oil Surges on Middle East Tensions
11:53 - Topic 3 - The Ultra-Wealthy Are Buying Up Entire Blocks
17:57 - Topic 4 - New York's Data Center Moratorium
23:30 - Topic 5 - Strategy's Bitcoin Bank Adoption Index
28:33 - Wrap-Up & Parting Thoughts
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