PODCAST · business
BID/ASK
by Rhaul Nasa
Markets don't care about your feelings. Bid/Ask cuts through the narrative and focuses on what matters: price, policy, and pressure points. We break down the macro forces behind the headlines—central bank moves, liquidity shifts, volatility triggers—and translate them into actionable market context. This isn't your grandfather's financial news. It's alpha in audio form. Daily drops for those who trade the reality, not the hype.
Episodes
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PACE THE FRONTIER AI, Crypto, Rates & the Next Market Regime
Welcome: 1:00 Anthropic Statement by Dario. What did he say and why does it matter? What could be the reason behind the statement and the timing of it? 21:00 - Clarity Act: What is a procedural vote and why does it matter? What happens next and what stocks are we watching to take advantage of…
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September seasonality
Seasonality , Fomc , and The Bessent put recap.
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WE ARE IN RIAL TROUBLE
BESSENT SANCTIONS, JENSEN SWEATS, WARSH LURKS WHAT TO EXPECT THIS WEEK IN THE MARKETS....
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THE LEOPOLD BOTTOM ?
SITUATIONAL AWARENESS WENT FROM 45 BILLION TO 10 BILLION ON 400 PERCENT LEVERAGE, AND GRIFFIN'S CITADEL TOOK THE BOOK AT A DISCOUNT. CRAMER CALLS IT A CLEARING EVENT, AND THE TAPE AGREES. THE MARKET RIPPED STRAIGHT OFF THE FORCED SELLING INTO FRESH RECORD HIGHS. THEN THE OTHER SHOE. SPCX LOCKUP...
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FED UP
FOMC IS THE MAIN EVENT AND IT IS WARSH IN THE CHAIR. WE BREAK DOWN THE DECISION, THE STATEMENT LANGUAGE, AND WHAT WARSH ACTUALLY SIGNALED VERSUS WHAT THE TAPE WANTED TO HEAR. IS THE MARKET GETTING THE REGIME CHANGE IT PRICED IN OR IS IT STILL WAITING. THEN WE GO WHERE THE MONEY IS MOVING.…
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TARIFFS AT THE FRONT, TERM AT THE BACK
THE 30YR HAS BEEN ABOVE 5 FOR THE LONGEST STRETCH SINCE 2007, WITH THE FED 150BP LOWER THAN IT WAS THEN. THAT GAP IS TERM PREMIUM, NOT POLICY. INSIDE: WHY THE FED CANT FIX THE LONG END, HOW IT TRANSMITS TO YOUR AI NAMES, AND WHAT SECTION 301 DOES TO THE INFLATION LEG ON FRIDAY.
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LEVERAGED IN SEOUL
This week on Bid/Ask: the Korean ants. Who the gaemi are, why Korea's margin debt is growing at double the pace of the US and China, and why traders there are paying nearly 10 percent interest to stay levered long. With Samsung and SK Hynix making up 42 percent of the entire KOSPI, a crack in…
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HYNIX LISTS, CLARITY STALLS, AIRLINES REPORT
SK Hynix prices the biggest foreign listing in US history into a bleeding semi tape. The CLARITY Act has three Senate weeks to live or it's dead until 2030. And airlines report earnings with jet fuel surging on the Iran escalation. Three stories, one barrel of oil pricing all of them. We break…
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Get Zucked
ON THIS EPISODE OF THE BID/ASK PODCAST WE BREAK DOWN THE TWO BIGGEST STORIES HEADING INTO THE HOLIDAY WEEK. FIRST, META RIPS NEARLY 9% ON REPORTS OF META COMPUTE, A NEW CLOUD BUSINESS BUILT TO RENT OUT EXCESS AI CAPACITY FROM ITS $125 TO $145 BILLION INFRASTRUCTURE BUILDOUT. WE EXPLAIN WHY THE...
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THE MEMORY WALL
MICRON'S RECORD QUARTER, THE AI INFRASTRUCTURE READ THROUGH, AND WARSH'S DOLLAR. SEASON 2 KICKS OFF WITH THE BIGGEST CATALYST OF THE WEEK.
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End of Session: The Season 1 Debrief
That's a wrap on Season 1. We came in when the tape was moving, covered the names that mattered, and didn't sugarcoat a single print. That's what this show is built on no filler, no noise, just the market as it actually is. If this gave you an edge, if it made you think differently about a setup…
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THE PICKS AND SHOVELS
EVERYONE IS BUYING THE GOLD RUSH. WE'RE BUYING THE SHOVELS. IN THIS EPISODE WE GO ONE LAYER BENEATH THE HBM AND PHOTONICS NAMES EVERYONE IS ALREADY IN AND MAP THE SUPPLY CHAIN PLAYS THE MARKET HASN'T FULLY PRICED. PACKAGING. SUBSTRATES. THERMAL. BONDING EQUIPMENT. THE INVISIBLE RACK THAT MAKES…
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The Chain Beneath The Chip
NVDA just dropped a monster quarter $81B in revenue, $91B Q2 guide, data center nearly doubling YoY. But the real trade isn't the headline. It's what Jensen can't ship fast enough. HBM is sold out through 2026. CoWoS packaging is maxed. Substrates are backlogged. We break down every layer of the…
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The R-Word That Moves Markets
Stock price = Earnings per share × Multiple (P/E). Earnings tell you what the company makes. The multiple tells you what the market is willing to pay for those earnings. A rerating or de-rating is when that second number changes without earnings changing at all.
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CapEx & Chaos
In this episode, we break down one of the biggest market days of the year: the FAANG and mega cap earnings wave alongside Jerome Powell’s final Federal Reserve meeting as Chair. We start with Big Tech. Meta delivered strong revenue and earnings growth, but investors focused on another major jump…
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WHEN THE FLOAT DISAPPEARS
What do a 1901 railroad war, a grocery store chain, and a video game retailer have in common? Someone ran out of shares to buy. In this episode we break down the anatomy of the locked-float squeeze from JP Morgan and E.H. Harriman obliterating shorts on Northern Pacific Railway, to Porsche…
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SESSION 12
11 consecutive green days. an 11% move. a 1-in-450 event and you watched it happen in real time. but nobody's talking about what comes next. in this episode we break down the only question that matters right now: what happens in session 12 and beyond? we run the historical analogs 2002, 2008…
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PEACE TALKS, PRICE WALKS
Is the ceasefire real. Is the inflation print realer. On April 8th the US and Iran agreed to a two week pause brokered by Pakistan. Iran put forward a 10 point proposal covering Hormuz transit, sanctions relief, war reparations and nuclear enrichment. Trump called it workable. Iran called it a...
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THE QUANTATOLLAH WAS RIGHT
the quantatollah was right. on sunday night, iran's parliament speaker posted trading advice to the world. he called trump's pre-market announcements a reverse indicator and told everyone to fade the pump. the crowd loved it. dubbed him the quantatollah. then monday morning came and every single...
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THE COMPOSITE MAN
FIVE MINUTES BEFORE TRUMP ANNOUNCED THE 90-DAY TARIFF PAUSE, AN ANOMALOUS $1.5 BILLION CLIP HIT ES FUTURES. OIL WAS SOLD SHORT IN SIZE SIMULTANEOUSLY. THE MOVES WERE 4 TO 6 TIMES LARGER THAN ANY OTHER TRADE DURING THAT CLOSE. COINCIDENCE IS A WORD. SO IS FRONTRUNNING. IN THIS EPISODE OF BID/ASK…
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SAASPOCALYPSE & THE STABLECOIN WAR
AI IS EATING SOFTWARE. BANKS ARE EATING CRYPTO. THE SOFTWARE SECTOR JUST ENTERED A BEAR MARKET AND NOBODY RANG A BELL. THE ISHARES EXPANDED TECH-SOFTWARE ETF IGV IS DOWN 24% YEAR-TO-DATE. ORACLE IS DOWN 56% FROM ITS SEPTEMBER PEAK. SALESFORCE, ADOBE, WORKDAY, SERVICENOW : ALL IN FREE FALL. AND…
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IRAN CLOSED THE STRAIT. BESSENT OPENED A SHORT & THE JOBS REPORT IRAN DOESN'T CARE ABOUT
WHILE IRAN WAS BURNING TANKERS AND CLOSING THE STRAIT OF HORMUZ, THE BLS DROPPED A JOBS REPORT NOBODY ASKED FOR. 50,000 JOBS. SOFT. UGLY. AND COMPLETELY IRRELEVANT TO THE BIGGEST MACRO TRADE OF 2026. BECAUSE WHILE YOU WERE WATCHING NFP, SCOTT BESSENT FORMER SOROS CIO, MACRO TRADER TURNED TREASURY...
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The Biggest Short You Never Heard Of: Jane Street
The Biggest Short You Never Heard Of War in Iran. Oil in play. And the most secretive firm on Wall Street just got exposed. Jane Street Capital runs 10% of all U.S. equity trades, made $20 billion last year, and their founder went 25 years without a public photo. Now they're being sued on two...
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The AI Boom Meets the AI Battlefield: Nvidia Earnings and the Anthropic Shockwave
This week we break down one of the most important storylines in the AI trade. Nvidia just delivered another massive earnings report, posting record revenue driven by relentless demand for AI chips. On the surface, the numbers were strong. But the market reaction told a more complicated story....
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Tariff Verdict & Hormuz Heat: Risk on Every Front
BID/ASK – Episode 6 Opinion Day is here. We break down the risk around a possible Supreme Court ruling on tariffs and why markets are bracing for a major policy shock. If tariffs are struck down, we explain why the initial relief rally could be short lived as Washington scrambles for replacement...
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Stage Six Signals: Ray Dalio’s Warning and the Rotation Beneath the Surface
BID/ASK – Episode 5 takes a deep dive into late-cycle market dynamics as Ray Dalio’s Stage Six warning comes back into focus. We break down what Stage Six actually means for risk assets and use Relative Rotation Graphs (RRG) to uncover how capital is rotating beneath the surface of the market.…
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Gray Zones & Gold Mines: GLP-1 Wars and the Rise of Prediction Markets
In this episode, we break down two stories that show how markets really work. Hims’ compounded semaglutide blow up and the rise of prediction markets like Kalshi and Polymarket. We explain what compounded semaglutide is, why it threatened Novo Nordisk’s pricing power, and how regulation and…
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Debt Without a Margin Call: Saylor, Bessent, and the Genesis Project
In this episode of BID / ASK, we break down why MicroStrategy’s bitcoin exposure isn’t the margin-call risk most people think it is. We walk through Michael Saylor’s debt structure, why it behaves more like permanent capital than leverage, and where liquidation fears miss the mark. We also dig…
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Musk's Mega Merger, Monday 0DTE & AI Capital Spending
Markets don’t wait, and neither do we. In this episode, we break down the SpaceX/XAI merger and what it signals for the future of innovation and market positioning. We dive into the new 0DTE strategies shaking up volatility and show where capital expenditures are pointing for the next wave of...
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Six Sigma Chaos: Gold Crashes, Fed Shakeup, and the Yen Intervention That Wasn't
January 30, 2026 will be remembered as one of the wildest trading days in modern market history. Gold plunged 12% and silver crashed a record 31% in what traders are calling a genuine Six Sigma event—a statistical anomaly that should happen once every 1.38 million years. We break down what...
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ABOUT THIS SHOW
Markets don't care about your feelings. Bid/Ask cuts through the narrative and focuses on what matters: price, policy, and pressure points. We break down the macro forces behind the headlines—central bank moves, liquidity shifts, volatility triggers—and translate them into actionable market context. This isn't your grandfather's financial news. It's alpha in audio form. Daily drops for those who trade the reality, not the hype.
HOSTED BY
Rhaul Nasa
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Frequently Asked Questions
How many episodes does BID/ASK have?
BID/ASK currently has 31 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is BID/ASK about?
Markets don't care about your feelings. Bid/Ask cuts through the narrative and focuses on what matters: price, policy, and pressure points. We break down the macro forces behind the headlines—central bank moves, liquidity shifts, volatility triggers—and translate them into actionable market...
How often does BID/ASK release new episodes?
BID/ASK has 31 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to BID/ASK?
You can listen to BID/ASK on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts BID/ASK?
BID/ASK is created and hosted by Rhaul Nasa.
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