PlotSet

Co-Founder

Eeagli

Data Visualisation Consultant and Creator

Vontobel Asset Management

Associate Director - Editorial Manager

Unigestion

Worked on setting up a document automation system and wrote thought leadership pieces on private equity, hedge fund strategies and factor-based investing.

Senior Content Writer

Fidelity Worldwide Investments

Part of the thought leadership team at Fidelity. Responsible from producing white papers and ground-breaking research with investment management teams.

Senior Investment Writer

Gartmore

Sat on the fixed income desk next to the Head of Credit. Produced desk reports, serviced the needs of clients and sales, and handled press requirements.

Fixed Income Specialist

HSBC Global Asset Management

Part of a global five-person sales team that won USD 41.2 billion assets under management over the course four years from sovereign wealth funds and central banks.

Institutional Sales - Middle East, Sovereigns and Central Banks

Bestinvest

A one-year work placement where I brought in GBP 50 million in net new money from high net worth clients as a result of a successful project I ran.

Associate

Data Storyteller and Investment Writer, Founder of Eeagli (LinkedIn Top Voices 2022 - Finance)

I make data dance because when numbers come alive you can see the world for what it is.

I’m James Eagle, a data visualisation specialist, keynote speaker, and seasoned investment writer with two decades of experience in asset management and banking industries. I’ve developed unique techniques that transforming complex topics into clear, compelling stories.

What I Do:

→ Data Visualisation: I bring stories to life through visuals that cut through the noise, revealing truths you might miss that help you start conversations that matter.

→ Thought Leadership: My upcoming book, From Chaos to Clarity (launching July 10), explores how data visualisation could help save humanity from a world drowning in data.

→ Keynote Speaking: When step on stage I ignite the room, bringing data to life through my powerful animated visualisations.

→ AI Innovation: I'm building an AI language model that lets you upload and explore massive datasets, uncover the hidden stories beneath the numbers, and transform these discoveries into powerful visual narratives.

→ Social Media & Communication: I consult with companies of all sizes to help them tell better stories online, bridging the gap between complexity and clarity.

Why It Matters: Because data, when brought to life, has the power to shift perspectives, shape strategies, and ignite new ideas.

James Eagle

The AI money machine! Well, it's almost impossible to map. But someone has got to do it. This is the circular flow of capital through the AI infrastructure
economy from 2019 to 2032. A rose-tinted version that's being priced in. What looks like a complex web is actually a surprisingly simple money machine.

Here's how it works. Tech giants (Microsoft, Amazon, Google, Meta) invest trillions in AI development and infrastructure. That money flows to OpenAI and cloud providers, who then purchase GPUs and networking chips from NVIDIA, AMD and Broadcom. Meanwhile, OpenAI generates revenue by licensing its models back to Microsoft and others, creating a closed loop. 

The numbers are staggering. Microsoft has invested over $13 billion in OpenAI since 2019. Oracle just signed a $300 billion deal with OpenAI for data centre capacity through 2029. Meta is scaling from 150,000 NVIDIA GPUs in 2023 to 1.3 million by the end of 2025, spending up to $65 billion this year alone. Broadcom's AI chip revenue jumped from $3.8 billion in 2023 to a projected $40 billion by 2026, a tenfold increase in three years.

What makes this ecosystem fascinating is how tightly interconnected it is. NVIDIA recieves infrastructure spending from nearly everyone. The chip makers get paid in advance whilst the AI companies bet on future revenue that may or may not materialise. If we assume that it does however, then this is what it looks like. Is this realistic. Let me know in the comments below.

This is the power of data visualisation and why we launched PlotSet. Is what we see here realistic? Let me know in the comments below.

Music: The Great Unknown by Hampus Naeselius, Epidemic Sounds

Co-founder of PlotSet | Turn complex data into beautiful, ready-to-share data visualizations. The best bit is no coding required.

Long-dated global yields pushing back towards 4%, the highest level since 2009. It is not a quiet move. It is a signal. For the first time in years investors are beginning to doubt that the global rate-cut cycle has much life left in it.

The backdrop explains the shift. Traders are now pricing almost no further cuts from the ECB. Japan is expected to hike. Australia may deliver two more increases next year. Even in the US the Fed is preparing to cut this week yet long bonds are selling off as investors reassess inflation the government’s fiscal outlook and the politics around the next Fed Chair. 

Across developed markets the same story appears. Higher deficits more debt issuance and inflation stickiness are forcing investors to demand a higher risk premium for lending long term.

Look again at the chart and the implication is clear. The era when long bonds offered diversification and predictable yield compression is fading.
If long-term rates remain pinned near 4% what does that mean for equity valuations housing markets and governments already struggling with the cost of debt?

Music: SPICE (Instrumental Version) by Lu', Epidemic Sounds

As the founder of Marquee Finance by Sagar, a reader-supported and fast-growing financial newsletter with over 5000+ subscribers, Sagar Singh Setia provides readers with an in-depth analysis of the latest macro developments and thematic investing opportunities. He has a passion for finance and a keen eye for identifying the trends and drivers that shape the global economy and financial markets.

Sagar has more than 10 years of experience in corporate finance and real estate, working in his family's business and managing their assets across various asset classes. He has a strong background in software engineering, having graduated from the prestigious Delhi Technological University (Previously DCE) and interned at McKinsey & Company. He leverages his technical and analytical skills to deliver insightful and unbiased perspectives on the topics that concern the investment world. He is also a voracious reader and a big believer in serendipity.

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The Battle

James Eagle

Sagar Setia

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The Battle

James Eagle

Sagar Setia

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Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}James Eagle's LinkedIn Performance

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Performance ScoreJames Eagle's LinkedIn Performance