IG

NASDAQ could fall 10% from here? Rich and Piers says Anthropic’s IPO landing smoothly is a genuine risk factor to watch, the AI trade is in a bear market, and bear market bounces can be the most aggressive, and the most dangerous. Are you watching the Anthropic listing closely? Full episode: youtu.be/ePfqCLnFnFU

UK inflation forecast just hit 4% for next year, and the Bank of England still hasn’t moved rates. The team’s view: it’s overdue, and UK 2 year bonds are trading at record levels pricing in as many as 5 rate rises. A November hike looks all but certain. Do you think they’ve left it too late? Full episode: youtu.be/5yqTBB6o6fo

Introducing Two Men and a Chart. Axel Rudolph and guest Eddie Tofpik look at a possible breakdown in the Philadelphia semiconductor index, and whether the Nasdaq 100’s pullback is more than just a consolidation. Watch now: youtu.be/3sAQD8DgPvY @AxelR_IG @EddieTofpik

Texas just elected its first Democratic governor since 1995. One analyst warned this could be a real risk for the AI data center boom. Worth watching. Full episode: youtu.be/TSp60qrxjH0 Not investment advice. Capital at risk. Views are those of the presenters, not IG.

Trump’s approval just hit a record low of 31% heading into US midterms. On Market Talk, Angelina Ong, Chris Beauchamp and Julian Wheeler break down what 75 years of market history says happens next. Watch now: youtu.be/TSp60qrxjH0?si=cLDc… @AngelineOng @ChrisB_IG

Google is burning cash. Meta just raised its AI funding target to $95 billion. Apple’s the only major tech giant not doing this. The Art of Investing team says Big Tech issuing equity instead of buying it back is a real shift, and the trillion dollar question is how much more raising happens before the payback starts. Full episode: youtu.be/5yqTBB6o6fo

The 2008 crisis started with something boring, home loans, bundled and sold as safe, rated triple A. The risk never disappeared, it was just buried where nobody was looking. The lesson still holds: the most dangerous assets are often the ones everyone agrees are safe.

Up big on a position but feeling stretched? A risk reversal lets you buy downside protection for zero net cost, sell a call financing a put, giving up some upside to protect against a pullback. Watch how they’re using this exact structure right now. Full episode: youtu.be/aRpmrcnKxzM Not investment advice. Capital at risk. Views are those of the presenters, not IG.

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The team’s case: AI’s rollout costs money short term, pushing prices up. But two years out, they see inflation falling to around 1.5% as AI’s deflationary effects take hold. Are central banks fighting yesterday’s story? Full episode: youtu.be/aRpmrcnKxzM Not investment advice. Capital at risk. Views are those of the presenters, not IG.

Elon Musk confirmed special committees are exploring a Tesla-SpaceX merger, potentially the largest in corporate history. The team’s take: either way, Tesla shareholders get SpaceX shares, which looks better for them short term than it does for SpaceX holders. Terms matter though, nothing’s agreed yet. Full episode: youtu.be/jj-tXTOFvS8 Not investment advice. Capital at risk. Views are those of the presenters, not IG.

Copper’s had a strong run while iron ore’s been weak, same broad commodities sector, completely opposite stories. The team explains why China’s struggling property market hits iron ore hard while copper demand holds up. Two metals, two very different years. Full episode: youtu.be/RAvN0R0Vz90

Musk told SpaceX’s earnings call revenue could hit somewhere between $500 billion and $1 trillion by the end of 2027. His own CFO’s actual guidance for Q1 2027 alone is just $33 to $37 billion. Full episode: youtu.be/jj-tXTOFvS8 Not investment advice. Capital at risk. Views are those of the presenters, not IG.

Nvidia is growing revenue 85% a year and trading on just 19 times earnings, yet the stock’s been stuck in a range for 8 months. The market’s still digesting what that means. Full episode: youtu.be/jj-tXTOFvS8 Not investment advice. Capital at risk. Views are those of the presenters, not IG.

CoreWeave’s CEO told staff the market “misunderstands and acts irrationally” about the company’s debt. The team’s take: when a CEO has to reassure employees like that, it’s the market, not the company, that usually ends up being right. The real lesson is about position sizing, not betting big on a story you’ve gotten emotional about. Full episode: youtu.be/jj-tXTOFvS8 Not investment advice. Capital at risk. Views are those of the presenters, not IG.