Policy Intervention Is Keeping The Bull Market Alive | Weekly Roundup
Published: June 12, 2026
Duration: 56:42
Markets increasingly seem to respond more to intervention than fundamentals, raising a bigger question about what actually drives asset prices today.
This week, we discuss how policy intervention, systematic flows, and AI-driven capital allocation are reshaping market behavior and investor positioning.
We also explore volatility squeezes, Fed rate expectations, gold and oil, AI infrastructure spending, hyperscaler equity issuance, Bitcoin miners pivoting to AI, and the growing tension between technological progress and market centralization. Enjoy!
TIMESTAMPS:
00:00 Intro
05:11 Trump’s...