Arbitrage Andy is back for Episode 42 with a full-spectrum run through one of the wildest news weeks of the year.
From Sudan’s collapsing state and Venezuela on the brink of U.S. strikes, to record-breaking Big Tech earnings and Larry Fink’s crypto comments, this one covers the entire geopolitical and market chessboard.
Andy breaks down how AI-driven mega-caps are propping up a fragile S&P 500, why crypto’s current boredom may be the best buy signal in years, and what BlackRock, JPMorgan, and NEAR Protocol’s latest moves reveal about the next phase of tokenization.
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