This is the 4th episode of Personable markets in which I aim to speak to a hedgefund manager, VC or Investment Banker every week on real world market events. In this episode I speak to...Luke Sloman who is a third-year Business and Management student at the University of Exeter, currently spending his year abroad at the University of Sydney. Luke grew up in Tokyo until the age of 13 before moving to the UK for boarding school. His academic interests focus on finance-related modules, which complement his broader studies in Business and Management.In the episode, Luke reveals:◽️ Fed's 25 bps cut targets labor market slowdown.◽️ AI displaces junior jobs but sparks new opportunities.◽️ Nvidia-Intel $5B deal boosts AI chip production.◽️ Apple's cult-like ecosystem drives loyalty, not just innovation.◽️ Oracle’s cloud revenue surges 28% from AI demand.-⏱ Timestamps00:00 Intro00:30 Luke’s Academic Focus and Sydney Experience00:44 Fed Rate Cuts Overview01:18 Luke’s Take on 25 bps Reduction03:00 Equities Boost from Lower Rates03:32 Market Expectations and Fed-Trump Dynamics04:08 UK Rate Cuts as US Precedent05:15 Yield Curve Sensitivity to Inflation Expectations08:20 H1B Visa Cost Hike to $100k09:56 Payroll Slowdown: 22,000 Jobs in August10:30 AI Disrupting Junior-Level Roles11:15 Historical Tech-Driven Job Creation12:00 Adapting Skills for AI-Driven Economy14:35 AI’s Initial Job Displacement Effects15:20 Ethical AI Use in Schools16:00 Social Media’s Rise as a Career17:32 Education’s Shift to AI Integration19:10 Football’s Professionalization as Historical Parallel20:00 Critical Thinking in AI-Dominated Future21:30 Initiative and Human Element in AI Era24:15 Chinese Restrictions on Nvidia Chips25:30 Nvidia-Intel $5B AI Collaboration31:51 Apple’s iPhone Innovation Stagnation34:00 iPhone 17 Pre-Orders Up 19% in India39:15 Apple’s Seamless Product Integration41:00 Oracle’s $877B Market Cap Growth48:00 US Ownership Push for TikTok Algorithm49:46 Oracle’s Cloud Demand from AI Players54:27 Larry Ellison’s Entertainment Empire Expansion56:00 Quarterly vs. Semi-Annual Earnings Debate59:27 Crypto Rally and Tariff Escalations1:01:10 Trump’s Influence on Economic Policy Narratives1:02:00 Importance of Nuanced Investment Analysis1:02:42 Outro and Final Takeaways-📌 ResourcesLuke Sloman:◽️ LinkedIn: https://www.linkedin.com/in/luke-sloman-87a6742a9 Harvey Bracken-Smith:◽️ LinkedIn: linkedin.com/in/harveybracken-smith◽️ Instagram: instagram.com/harveybsmith◽️ X (Twitter): x.com/harveybsmith_◽️ Newsletter: https://personable.substack.com/Personable Podcast:◽️ Instagram: instagram.com/personable.podcast◽️ LinkedIn: linkedin.com/company/personablepodcast◽️ TikTok: tiktok.com/@personableclips◽️ Spotify: open.spotify.com/show/7JOTYDER6m2FDrlhop4api◽️ Apple Podcasts: podcasts.apple.com/us/podcast/personable/id1671640111Additional:◽️ The Draft (Sign up): thedraft.io◽️ Fundraising: justgiving.com/crowdfunding/LouLouRacefoiundation?utm_term=PvByaxmdnPersonable is a podcast dedicated to helping listeners become the best they can be by learning from the world’s best in their respective fields. This mission is inspired by my mother, Louise, who encouraged me to become the best version of myself before she passed away from cancer in 2023.This content is for informational and entertainment purposes only and is not financial advice. Always consult a qualified financial advisor before making investment decisions. Investing involves risks, and past performance is not indicative of future results.Support the show

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