In Episode 34 of the Futurum Equities Podcast, Daniel Newman and Shay Boloor go live during another volatile Friday to break down what’s actually driving markets. They discuss the latest pullback, the impact of geopolitical tension and oil prices on inflation expectations, and how those pressures could shape the Fed’s next moves. Daniel and Shay also examine why hedge funds may be de-risking, why Bitcoin’s resilience matters, and how investors should think about fear when multiple macro variables hit at once. The conversation then shifts to AI infrastructure, data centers, and the next phase of the buildout. They cover Nvidia’s positioning, Oracle’s data center strategy, inference demand, software trust, and why the biggest long-term value in AI may ultimately emerge at the application layer. The episode also touches on Rubrik, CoreWeave, OpenAI, and which companies are best positioned to keep funding the AI expansion. This episode is built for investors looking to stay calm, think clearly, and separate short-term noise from durable long-term trends.

In this episode of the Futurum Equities Podcast, hosts Daniel Newman and Shay Boloor break down a surprising jobs report showing weaker employment growth, rising unemployment, and stubborn wage inflation.

They explore why this combination creates a major challenge for the Federal Reserve—where slowing growth would normally call for rate cuts, but persistent inflation could keep policy tighter for longer.

The discussion also dives into energy prices, market volatility, and what these macro signals could mean for stocks, tech, and the broader economy in the months ahead.

Explore OpenAI's massive funding rounds, with Amazon, Nvidia, and SoftBank investing billions. This episode delves into the AI market's 'doomsday scenario' and investor ROI concerns, contrasting them with significant capital injections. Discover how AI productivity gains are reshaping workforces and the future of SaaS versus AI platforms.

In Episode 31 of the Futurum Equities Podcast, Daniel Newman and Shay Boloor go live during a volatile trading session to break down what’s really happening beneath the headlines. The episode dives into recent market turbulence, sharp pullbacks across fintech and growth stocks, and the shifting narratives around software, data centers, memory, and cybersecurity. With SoFi under pressure and broader tech sentiment rotating quickly, Daniel and Shay examine whether these moves reflect structural change or short-term overreaction.

They also discuss the psychological side of investing during fast-moving markets, the impact of macro events on volatility, and how algorithm-driven trading continues to amplify price swings. Throughout the conversation, the focus remains on disciplined capital allocation, long-term conviction, and identifying where fundamentals still support durable growth.

Market volatility is back — and crypto is once again influencing broader investment behavior. In this episode of the Futurum Equities Podcast, Daniel Newman and Shay Boloor break down recent stock price declines across healthcare, quantum, and high-growth technology, and explain what these moves reveal about capital rotation and shifting risk appetite.

Daniel and Shay analyze the relationship between crypto sentiment and traditional equities, the expanding role of AI in software development, and the execution challenges facing major tech companies. They discuss how algorithmic trading and rapid narrative shifts can amplify volatility, and why investors must stay disciplined during periods of uncertainty.

The episode emphasizes long-term strategy, thoughtful analysis, and identifying durable growth opportunities rather than reacting to short-term market swings.

In this episode of the Futurum Equities Podcast, Daniel Newman and Shay Boloor focus on current market conditions and their own investment experiences during periods of uncertainty.

They discuss recent market downturns, lessons learned from past crises, and how psychology often drives decision-making in volatile environments. The conversation also explores the relationship between crypto and equities, the growing influence of algorithms and AI, and how market structure continues to evolve.

In this special live episode of the Futurum Equities Podcast, Daniel Newman and Shay Boloor come together to share an important announcement with the Futurum Equities community.The conversation also touches on current market dynamics, long-term investing themes, and how the team is thinking about what comes next. This episode is designed to provide context, perspective, and a first look at what Daniel and Shay are building behind the scenes.

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.