Equities, AI & the Space Economy | Futurum Equities Ep. 27
Futurum Equities Podcast
•
1h 9m
In this episode of the Futurum Equities Podcast, Shay Boloor and Daniel Newman discuss how market trends, AI adoption, and the expanding space economy are shaping the future of equities.
The conversation looks at companies operating at the intersection of space, data, and AI, including AST SpaceMobile and Rocket Lab, and why proprietary data and infrastructure matter for long-term investors. Shay and Daniel also explore the evolution of SaaS and AI-driven software, how trading strategies are adapting, and why innovation in cybersecurity is becoming increasingly critical.
They touch on growing challenges around compliance and governance, reflect on broader market dynamics, and share perspective on how upcoming earnings reports could influence sentiment across tech and growth sectors.
This episode offers a forward-looking view for investors tracking equities, AI technology, and emerging opportunities beyond traditional markets.
Up Next in Futurum Equities Podcast
-
Market Volatility, Nvidia Earnings & ...
In this episode of the Futurum Equities Podcast, Daniel Newman and Shay Boloor break down what current market volatility really signals for investors. They examine how Nvidia’s upcoming earnings could influence broader tech sentiment, how the Federal Reserve’s decisions are reshaping expectations...
-
Fed Signals and Investor Patience | F...
Markets took a sharp turn this week as volatility spiked, with Jerome Powell’s latest remarks sending ripples across equities. Shai and Daniel Newman break down the pullbacks in high-growth names, putting recent rallies into perspective after months of frothy gains. They dig into how the Fed’s mi...
-
Earnings Momentum, Space Plays & the ...
In Episode 16 of the Futurum Equities Podcast, hosts Shay Boloor and Daniel Newman analyze a wide range of market stories driving headlines. They begin with $NFLX, breaking down earnings momentum and subscriber growth trends, before shifting to $MELI’s position as a dominant e-commerce and fintec...
