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Fund@mental Weekly Review (EN) July 25th

Author
Fund@mental
Published
Sat 26 Jul 2025
Episode Link
https://podcasters.spotify.com/pod/show/fundmental/episodes/Fundmental-Weekly-Review-EN-July-25th-e361p1f

Title: Market Paradox: Retail Buys, Institutions Sell! AI, Data & Inflation's Return

Description: In this episode of Fund@mental Weekly Review, we distill critical insights from myfundamental.net to help you grasp the most important shifts in the global economy. We cover a fascinating investor rotation: institutions are selling, while retail and corporations are buying, creating a "supply squeeze". We explore the US AI Action Plan and its comparison to Y2K, highlighting potential social impacts like wealth concentration. Dive into market "complacency" as equity markets hit all-time highs, with the Buffett indicator suggesting a correction is needed. We address the "inconvenient truth" of overstated job growth and potentially "artificially softened" inflation figures, raising questions about data reliability. Finally, anticipate a "second wave" of inflation driven by global money supply expansion and geopolitical factors, explaining the rise of assets like gold and Bitcoin. This is your source for daily, data-driven financial analysis to understand the future of global investment. Discover more at myfundamental.net/insights!

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