Information Technology Sector | December 2025

The information technology sector delivered an outsized gain through the first 11 months of 2025 in a broadly “risk-on” environment, except for the brief stretch of “tariff turmoil” in March and April.

How Stablecoins Will Change Everything | Ep #76

For decades, transferring money meant dealing with delays, fees, and friction. Whether wiring funds across borders or writing a simple check, every transaction required multiple intermediaries — and time.
But that system is changing rapidly. With the rise of stablecoins, we’re witnessing a turning point in how people send, receive, and manage money — faster, safer, and with greater independence.