Daily Alpha · YouTube
· Premarket Alpha · by Buzzberg Research
37videos
33h 03mruntime
6channels
Who was talking 37 videos · 6 channels
Broadening
1 video · 1h 05mRisk assets can remain constructive while AI beta stalls and energy or financials lead.
1:05:42
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Monetary Matters
AI can be real and still be dead money
Tian Yang expects AI beta to stall rather than crash.
Curve trades
1 video · 48mNear-term diesel tightness coexists with a post-crisis European gas oversupply short.
48:04
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Bloomberg Markets
Goldman sees post-crisis European gas oversupply in 2028
Samantha Dart said Goldman is short summer-2028 European natural gas because the far curve prices too little post-crisis oversupply.
Crypto cash flow
1 video · 30mApplication value and borrowing spreads provide cleaner tests than broad Layer-1 momentum.
30:51
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3PRO TV (삼프로TV)
Crypto value is migrating from networks to applications
Undefined Labs CEO Cho Dong-hyun said network-token value has fallen while application value has risen.
2:06
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CNBC
Airline pricing power has not met demand resistance
Southwest's CEO said the carrier had seen no resistance to higher fares in the current revenue environment.