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15:31
(Nov 10-16) The Hall of Mirrors: Bond Delusions, The China Pivot & Why Electrons Are The New Gold
Nutstuff breaks down why the bond market is a "delusion," why the smart money is quietly moving to China, and why the only AI trade that matters is…
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NutStuff
8:15
NATO Is Creaking, The Army Is Talking HR — And The Markets Are Listening
NATO’s armor is cracking, the West’s will is waning — and Britain’s generals are debating club memberships. In this Nutstuff episode, we unpack the…
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NutStuff
Nutstuff on TESLA: “Pay the Man, Bet the Machine”
Tesla’s shareholders just repeated one of history’s oldest patterns.
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NutStuff
16:09
Nutstuff Portfolio Built for the Next Wave
The Nutstuff Portfolio is up 22% year-to-date — not bad in a market that’s spent most of 2025 arguing with itself.
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NutStuff
16:29
The Geopolitical Capital Cycle: AI's $5T Trap, Coal's Reality Check, and the New Age of Scarcity
From hyperscalers’ trillion-dollar AI binge to the West’s tungsten dependency—Nutstuff explores how capital, policy, and scarcity now move markets.
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NutStuff
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