All Episodes

Hiking Around the World

Hot Jobs, Cool Productivity

Warsh Gets an A, SaaS and AI Bears Not So Much

Bessent Twists Markets

Prof. Siegel and Jim Bianco Write the Missing FOMC Playbook

Unprecedented Profits and Neglected Alpha Opportunities

Tackling AI as Fed Fumbles

Consumer Nerds and Capital Pigs

Rotation, Not Ruin

The $1.5 Trillion AI Race Rewrites Earnings Expectations

Cracks, Chips, and Market Shifts

Trade Outside the Box, Featuring Brent Donnelly

Building the Circuit of AI

To Infinity and Mars

Risk & Reward with Ben Carlson

Strength Beneath the Noise

India to Mars: Contrarian Opportunities in a Changing World

China Summit Disappoints: Rated Minus 2 Out of 10

Paris, Tariffs, and S&P 8,000

AI CapEx, Fed Dissent, and the Bull Market That Won’t Quit

Behind the Markets Podcast: David Rosenberg

Behind the Markets Podcast: Samuel Rines

Behind The Markets Podcast: John Davi

Behind The Markets Podcast: James Bullard

Behind The Markets Podcast: Marc Chandler

Behind The Markets Podcast: Andy Rothman