July 16, 2026

Nibbling at Nvidia, Building Backlash, and Korea’s Volatility Curb 7/16/26

Nvidia is finally derisked enough to buy, according to GMO’s Tom Hancock. New York becomes the first state to pass anti-data center development legislation. Plus, the steps South Korea plans to take to calm the Kospi’s wild swings.

Also available on Apple Podcasts ↗