Taking Stock - After The Bell: Missiles, Microchips and Markets

Hughesy and I recap a mad first half of the year with the Iran War and the continued growth in the AI build-out dominating the landscape. Despite the news flow and volatility, it's been a good period for investors and provides an opportunity for us to dig into some of the detail ahead of holiday season.

🚔 Stopped by the Police? There's Only ONE Thing You MUST Do by Law — Here's What to Say
▶︎

🚔 Stopped by the Police? There's Only ONE Thing You MUST Do by Law — Here's What to Say

Why Some People Become Millionaires—and Most Never Do
▶︎

Why Some People Become Millionaires—and Most Never Do

Something is jamming GPS over Europe. Here's what we found
▶︎

Something is jamming GPS over Europe. Here's what we found

Jeffrey Sachs: Disastrous NATO Summit: Toward Nuclear War with Russia
▶︎

Jeffrey Sachs: Disastrous NATO Summit: Toward Nuclear War with Russia

Why Gold Fell When War Broke Out (And What That Tells You)
▶︎

Why Gold Fell When War Broke Out (And What That Tells You)

Wall Street Was Short Silver. Now It's Going Long | Keith Neumeyer
▶︎

Wall Street Was Short Silver. Now It's Going Long | Keith Neumeyer

The Real Reason European Cars Can't Compete
▶︎

The Real Reason European Cars Can't Compete

Andrew Ross Sorkin on What 1929 Teaches Us About 2025 | The New Yorker Radio Hour
▶︎

Andrew Ross Sorkin on What 1929 Teaches Us About 2025 | The New Yorker Radio Hour

Ex-Tax Adviser Explains: The Strategy HMRC Doesn't Want You To Know (Buy, Borrow, Die)
▶︎

Ex-Tax Adviser Explains: The Strategy HMRC Doesn't Want You To Know (Buy, Borrow, Die)

The economist billionaires fear: this is how we get a wealth tax
▶︎

The economist billionaires fear: this is how we get a wealth tax

Meet the Former CIA Agent Who Wants to Abolish the CIA
▶︎

Meet the Former CIA Agent Who Wants to Abolish the CIA

The World's Most Important Machine
▶︎

The World's Most Important Machine

What does the Bank of England actually do? | Mark Carney
▶︎

What does the Bank of England actually do? | Mark Carney

Downtown Kyiv in Ruins? / Strike on the Government Quarter / Mandatory Evacuation in Ukraine
▶︎

Downtown Kyiv in Ruins? / Strike on the Government Quarter / Mandatory Evacuation in Ukraine

MiniMax Joins China AI Fundraising Rush | The China Show 7/10/2026
▶︎

MiniMax Joins China AI Fundraising Rush | The China Show 7/10/2026

Jim Grant: The Next Crash Won't Look Like 2008
▶︎

Jim Grant: The Next Crash Won't Look Like 2008

The "Real Assets Lockout" Has Already Begun | Nomi Prins
▶︎

The "Real Assets Lockout" Has Already Begun | Nomi Prins

This Is What 500 Days of Trump's Corruption Looks Like
▶︎

This Is What 500 Days of Trump's Corruption Looks Like

JP Morgan's Michael Cembalest on the Impending Treasury Bust
▶︎

JP Morgan's Michael Cembalest on the Impending Treasury Bust

Value Investing Legend Seth Klarman: Masters in Business
▶︎

Value Investing Legend Seth Klarman: Masters in Business