The Investors Research Corner

Dissect a Morgan Stanley report tracking AI's subtle effects on U.S. jobs through exposure metrics and surveys. Uncover why early signals point to nuanced changes rather than widespread unemployment. View source: https://podbrewer.com/feeds/the-investors-research-corner/episodes/1268199f-eed7-42ea-8fac-4fd697037895/source

Industry experts weigh in as the $4 trillion private credit market faces its first major stress test with surging redemptions and high-profile defaults. View source: https://podbrewer.com/feeds/the-investors-research-corner/episodes/fca4634a-d8a2-497e-ba8e-e813ea981861/source

Goldman Sachs reveals that three-quarters of S&P 500 valuations hinge on what companies might earn beyond 2034. We explore why AI fears are making this dangerous and what it means for your portfolio. View source: https://podbrewer.com/feeds/the-investors-research-corner/episodes/e35b6785-af63-4e2d-9920-6c6eb18785f3/source

Deutsche Bank's April 2026 quarterly report shows how the Iran War and energy shocks are creating asymmetric opportunities across regions. Corporate confidence remains surprisingly resilient despite geopolitical turmoil. View source: https://podbrewer.com/feeds/the-investors-research-corner/episodes/76d162b7-0d35-4bc2-89c8-223b229801e8/source

Researchers from UCLA and MIT developed AI agents that work together like real trading firms, achieving 23% returns in three months. We explore how this collaborative approach differs from traditional AI trading. View source: https://podbrewer.com/feeds/the-investors-research-corner/episodes/e404febd-228f-4de3-af0d-df0f77ab582e/source

Gold fell 15% despite escalating Middle East tensions, defying conventional wisdom. We explore why supply-driven stagflation affects gold differently than institutional credibility shocks. View source: https://podbrewer.com/feeds/the-investors-research-corner/episodes/e2cb88ea-62c6-4369-be1e-193803c52de5/source

Goldman Sachs reveals why gold dropped 15% during Middle East conflict, challenging conventional safe haven wisdom. Two types of stagflation create vastly different outcomes for precious metals. View source: https://podbrewer.com/feeds/the-investors-research-corner/episodes/d73c390a-9036-4722-a688-eeb3ed4d721f/source

Financial time series forecasting is central to trading, portfolio optimization, and risk management, yet it remains challenging due to noisy, non-stationary, and heterogeneous data. But new research can change this View source: https://podbrewer.com/feeds/the-investors-research-corner/episodes/099d155a-7db3-4d4c-98d9-9222d5e5fdde/source

We go thru the latest reports from Goldman Sachs, UBS and The World Gold Council View source: https://podbrewer.com/feeds/the-investors-research-corner/episodes/31502583-7955-42c7-81cd-0f7866c32acd/source

A deep dive into how NFL, Premier League, and IPL franchises have delivered extraordinary returns that crush traditional asset classes, turning scarcity-driven sports properties into institutional-grade investments. View source: https://podbrewer.com/feeds/the-investors-research-corner/episodes/45711ced-284e-4a30-9f4c-237995ccc92a/source

A deep dive into why Oracle's networking technology, not GPU count, could be the real competitive advantage in AI infrastructure investing. View source: https://podbrewer.com/feeds/the-investors-research-corner/episodes/a482971e-ff71-415f-b169-7af8cb30ac0c/source

Morgan Stanley uncovers Apple's secret plan to order 60,000 advanced chip wafers by 2027, building their own AI server infrastructure instead of relying on cloud providers. View source: https://podbrewer.com/feeds/the-investors-research-corner/episodes/55f2d5c7-49f4-4c2c-8e52-265ff1c49d58/source

UBS research reveals Swiss small and mid-cap companies averaged just 4% organic growth versus 7% global GDP growth over two decades. We break down the winners, losers, and what this means for investors paying premiums for Swiss quality. View source: https://podbrewer.com/feeds/the-investors-research-corner/episodes/95c36793-31e8-4fb0-881f-1f5e959d02ce/source

Goldman Sachs reveals how AI overinvestment and obsolescence fears triggered the worst tech performance since the 1970s, while sparking unexpected demand for physical infrastructure assets. View source: https://podbrewer.com/feeds/the-investors-research-corner/episodes/5f2bbdb3-67e8-40ca-86d5-3632c891c665/source