In this special live episode of the Futurum Equities Podcast, Daniel Newman and Shay Boloor come together to share an important announcement with the Futurum Equities community.The conversation also touches on current market dynamics, long-term investing themes, and how the team is thinking about what comes next. This episode is designed to provide context, perspective, and a first look at what Daniel and Shay are building behind the scenes.

In this episode of the Futurum Equities Podcast, Shay Boloor and Daniel Newman discuss how market trends, AI adoption, and the expanding space economy are shaping the future of equities.

The conversation looks at companies operating at the intersection of space, data, and AI, including AST SpaceMobile and Rocket Lab, and why proprietary data and infrastructure matter for long-term investors. Shay and Daniel also explore the evolution of SaaS and AI-driven software, how trading strategies are adapting, and why innovation in cybersecurity is becoming increasingly critical.

They touch on growing challenges around compliance and governance, reflect on broader market dynamics, and share perspective on how upcoming earnings reports could influence sentiment across tech and growth sectors.

This episode offers a forward-looking view for investors tracking equities, AI technology, and emerging opportunities beyond traditional markets.

The podcast covers personal updates and a discussion on Venezuela's political situation, affecting businesses like Mercado Libre. It highlights the growth potential in emerging markets by 2026. The conversation shifts to Nvidia's acquisition of Grok, emphasizing the importance of AI inference and the competitive landscape, particularly for AMD. The need for business model pivots and the impact of AI on various sectors, including healthcare, are also discussed.