Podcast

Ray Global Investment Talk

Deliver in-depth financial analysis, global geopolitical insights, and long-term investment strategies. We help everyday investors understand macroeconomic trends, geopolitical impacts, and smart…

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Latest episodes

  1. The AI Memory Supercycle: Why HBM is the Ultimate Tech Investment to 20307 Jul 2026
  2. Choked: How Weaponized Geography is Breaking Globalisation and Driving Permanent Inflation1 Jul 2026
  3. The Queensland Playbook: Building Australia's Own 'Singapore-Style' Asset Moat24 Jun 2026
  4. Zero Guidance, Max Panic: Will the Trillion-Dollar AI Reality Check Crush Big Tech?18 Jun 2026
  5. The Dawn of Edge AI: How Nvidia's RTX Spark Ignites the 4th Industrial Revolution2 Jun 2026
  6. The $39 Trillion Illusion: How AGI Will Erase America's Debt31 May 2026
  7. From Cheap Commodity to AI Gold: How HBM Created a Trillion-Dollar Moat28 May 2026
  8. Rockets Meet AI: How the Raptor 3 'Beast' is Launching a New Era of Space Compute24 May 2026
  9. The Illusion of Affordability: Why Australia's "Generational Fairness" Tax Overhaul Won't Save First-Home Buyers19 May 2026
  10. The Invisible Squeeze: Inside the Democratic Doom Loop of Debt, Inflation, and the End of Cheap Living16 May 2026