In this episode of Being Exponential, we dive into the real forces shaping markets right now—starting with geopolitics. With Iran and Israel exchanging missile fire and U.S. war odds surging, why aren’t stocks reacting more dramatically?We also unpack:The Fed’s upcoming rate decision: when’s the first cut?July 9th’s tariff pause deadline—should investors worry?Why nuclear energy and sovereign AI are the quiet winners of the tech boomA major shift in the AI chips market: from training to inferencingWhy Amazon and Walmart launching stablecoins could upend the payments worldPlus: market trends, hot IPO concerns, AI stocks, and a 2-week review of Meta’s AI Ray-Bans

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