In this week’s Market Maker Podcast, Anthony and Piers dive into three huge stories shaping markets, technology, and careers in finance:

Trump’s U-turn on Ukraine & the defense stock boom – What does his latest stance mean for NATO, Europe’s defense spending, and why has one German arms manufacturer surged 2,000% since the war began?

Nvidia’s $100bn OpenAI deal & the global AI race – From landmark partnerships with OpenAI, Alibaba, and Intel, to political maneuvering at the top table, we break down how Nvidia is cementing itself as the backbone of AI infrastructure.

HSBC’s quantum leap – The bank claims a 34% improvement in bond price predictions using quantum computing. We unpack what this really means, how it could reshape Wall Street, and why students and early-career professionals should pay attention.

Whether you’re curious about markets, fascinated by frontier tech, or exploring your future in finance, this episode connects the dots between geopolitics, AI, quantum, and the career skills that will matter most.

💡 Timestamps

(00:00) Intro & Topics

(02:04) Trump’s U-Turn & Defense Stocks

(08:55) Nvidia’s $100bn OpenAI Deal

(25:13) Nvidia’s Global Strategy & Politics

(30:45) Quantum Computing in Finance

👉 Useful Resources

AmplifyME free Markets Finance Accelerator

AmplifyME free Banking Finance Accelerator

📌 Student Training Programmes

5-day In-Person Bootcamp in London

3-Week Virtual Summer Analyst Programme

🤝 Connect

Anthony Cheung

Piers Curran

Nvidia’s $100bn AI Bet, Trump’s U-Turn, and HSBC’s Quantum Leap

Market Maker