The Modern Investor

Markets rebounded quickly last week. But beneath the recovery are some bigger questions about leverage, valuations, and where the AI trade goes next.
This week on Market Open, Reda and Russ unpack what's really driven the recent sell-off - from a highly leveraged hedge fund to renewed questions around AI spending and market valuations.
Plus, they run through the latest Big Tech earnings, why bond markets are questioning the Fed, and what Japan's currency intervention could mean for investors.
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Some of the world's most valuable companies are staying private for longer than ever. 
So by the time they reach the stock market, have everyday investors already missed the biggest opportunity?
In today's episode, Reda's joined by Ben Black, Co-founder of Akkadian Ventures and CIO of Powerlaw Corp, to get to brass tacks about how private markets are changing, and what that means for the average investor.
Ben also breaks down the different ways investors can gain exposure to private companies, the risks and rewards of private market investing, and why the next generation of AI winners may still be private.
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Is the AI trade entering a new phase?
In this week's episode of Market Open, Reda and Russell unpack another eventful week for markets. They discuss SK Hynix's record-breaking US listing, why some investors are starting to question whether AI stocks have run too far, and what the latest moves in memory chips could mean for the companies building the next generation of AI.
In this episode:
Why AI investors may need to rethink the winners
SK Hynix's blockbuster US listing
The growing pressure on hyperscalers ahead of earnings
What higher oil prices could mean for inflation
The key market risks to watch this week
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Inflation may have slipped from the headlines, but is it really behind us?
This week on Market Open, Reda and Russell explore why inflation could prove more persistent than investors expect - even before this year's Middle East conflict. 
They also turn to one of the biggest shifts happening inside the AI boom: why memory chip makers are gaining pricing power, what it means for the hyperscalers pouring billions into AI infrastructure.
Plus: South Korea's volatile week, the latest on AI spending, and the key events investors should be watching in the days ahead.
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Introducing Market Open: a new weekly show from The Modern Investor. 
Each week, Finimize analysts Reda Farran and Russell Burns chew over the biggest stories in markets, what they mean for investors, and what they're watching in the week ahead.
In todays episode....
Why AI is increasingly driving every corner of financial markets
SpaceX's latest AI deals and what they mean for the company
South Korea's push for MSCI developed-market status
The outlook for inflation, rates, and the global economy
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