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Podcast

10x What Matters

Cross-Asset Capital Flow Intelligence

10xwhatmatters.substack.comRSS feed ↗20 episodes

Latest episodes

Space Stocks: Finding Entry Points After the SpaceX-Driven Correction

Institutional Cross-Asset Market Intelligence

Space Stocks: Time to Look Up Again

Institutional Cross-Asset Market Intelligence

The Macro Trade We'd Rather Be In

Institutional Cross-Asset Market Intelligence

Five Reasons Behind the AI Rebound – Where is Nasdaq's Line in the Sand?

Institutional Cross-Asset Market Intelligence

The Nasdaq Just Broke a Level the S&P 500 Hasn't Touched Yet

Institutional Cross-Asset Market Intelligence

The Technicals Are Flashing a Warning the S&P 500 Hasn't Priced In Yet

Institutional Cross-Asset Market Intelligence

The AI Correction Isn't Over: Open-Weight Models, Margin Compression, and Where Value Migrates Next

Institutional Cross-Asset Market Intelligence

This Week's Targets: 6 Charts On Our Radar

Institutional Cross-Asset Market Intelligence

While Stocks Wobble, a Forgotten Macro Trade Is Bottoming

Institutional Cross-Asset Market Intelligence

The AI Infrastructure Trade Stalls: 8 Reasons Behind a Five-Week Correction

Institutional Cross-Asset Market Intelligence

Two Space Stocks Flashing +30% Upside Signals

Institutional Cross-Asset Market Intelligence

China's AI Has Caught Up. Now It's Setting the Rules. Here are the stock(s) to own.

Institutional Cross-Asset Market Intelligence

Our Highest-Conviction Global ETF Trades Right Now

Institutional Cross-Asset Market Intelligence

The Space Ecosystem Re-Entry: Post-IPO Correction Creates the Entry Point

Institutional Cross-Asset Market Intelligence

From ChatGPT to Mythos: The 27 Stocks Defining the Five Layers of the AI Era

Institutional Cross-Asset Market Intelligence

It's Not MicroStrategy. Bitcoin Is Crashing Because of Something Much Bigger — and the Downside May Surprise You

Institutional Cross-Asset Market Intelligence

Our 10x Research Space Basket +35% Since April. We map the Full Ecosystem.

Institutional Cross-Asset Market Intelligence

SpaceX IPO Playbook: 7 Supply Chain Stocks Riding the IPO Wave

Institutional Cross-Asset Market Intelligence

Bitcoin, SpaceX, Palantir: The Infrastructure War That Will Decide Your Future

Institutional Cross-Asset Market Intelligence

The Space Economy: Key Observations, Technical and Fundamental Cross-Checks

Institutional Cross-Asset Market Intelligence