All episodes
AI Stocks Sink. The Buildout Has a New Problem.
Reacting to the Blue Wave: Is the Market Overreacting?
AI Is Spending Big. Will Customers Pay Up?
Are Investors Hiding in the Wrong Stocks?
AI Can Win. Your Stocks Can Still Lose.
You Buy the Rally. Big Tech Sells More Stock.
The Theranos Warning Investors Keep Ignoring
AI’s Biggest Threat Might Be Better AI
A Brazil ETF Plunged 38%. They Bought.
What If We’re Still Early in the AI Boom?
The AI Boom’s Next Bill Could Land on Shareholders
Would Tesla Shareholders Be Funding SpaceX?
Could Falling Oil Prices Unleash the Next AI Rally?
AI Can Win. Your AI Stocks Can Still Lose.
They Cut Half Their VIX Hedge—Then VIX Spiked
AI Demand Is Booming. Why Are Token Prices Falling?
AI Tokens Are Getting Cheaper. Is That Good News?
Rudy Havenstein: Trump Says Inflation Will Pay the Debt. Who Pays?
The Market Is Splitting in Two—and AI Is Driving the Divide
Apple Is Worth $4.5 Trillion. Can the Fundamentals Catch Up?
The “Debasement Trade” Is Coming Back. Here’s What That Means
AI Spending Is Starting to Move Interest Rates
Inflation Can Shrink the Debt. What Does That Mean for Your Money?
Oil Is Under $90. Why Is 2027 Pricing Still Climbing?
The 10-Year Is Above 5%. Why Aren’t Stocks Falling?
Stocks Were Green. Then the Pros Started Selling.
Higher Rates Are Already Doing Damage. Stocks Haven’t Reacted Yet
Why the AI Winners May Not Be Big Tech
Stocks Stayed Flat as Bond Yields Exploded. Something Doesn't Add Up
The Market Took a Week to React to the Fed
AI Is Turning Big Tech Into a Commodity Business
Nasdaq Hits a Record High—But More Stocks Are Hitting New Lows
Why a Middle-Class Life Costs So Much More Now
Oil Is Falling While the War Continues. What Is the Market Pricing In?
The Fed Just Hiked. The Refinancing Pain Is Just Starting
The 10-Year Just Hit 5%. What Breaks First?
AI Agents Built Their Own Secret Chat Room. No One Programmed Them To.
Saudi Arabia Begged Trump to Bomb the Houthis. He Refused.
Oil Just Beat Every AI Stock This Year — And It's About to Cost You More
Without AI Spending, US Growth Might Already Be Negative
Could Gold Hit $10,000? Why This Inflation Cycle May Have Years Left
Nvidia to $10 Trillion? The Risk-Reward Doesn't Add Up
The S&P 500 Isn't What You Think You're Buying
The AI Data Center Boom Has a Jobs Problem
Could Diesel Hit $6? The Strait of Hormuz Problem Is Back
Iran Could Take 4 Million Barrels a Day Off the Market
Eight Rate Hikes? Why the Fed Has No Good Options Left
Gold Miners Just Rallied Nearly 50%. Why They May Still Be Cheap
AI Can Change the World—and Still Become a Bubble
One of Wall Street’s Greatest Investors Just Sounded the Alarm
The Government Is About to Change the Bond Market
America Has a Much Bigger Problem Than Interest Rates
Inflation Is Starting to Break the Consumer
The Treasury Just Blinked. Here’s What Comes Next
The Inflation Problem Nobody Is Watching Yet
The Iran Risk Markets Aren’t Prepared For
The Biggest Investment Opportunity May Be the One You're Ignoring
Zach Is Turning Bullish… So What Could Go Wrong?
The Most Dangerous Thing an Investor Can Believe
Aviel Ginzburg: What Everyone Is Getting Wrong About the AI Boom
EThe AI Boom Is Running Into a Math Problem
AI Is Financing Its Own Boom
AI Is Making Money...Just Not Where You Think
The AI Bear Case Just Got Much Harder
The Biggest Investing Mistake Might Be Your Own Conviction
The Headlines Changed. Reality Didn't.
This Might Be the Dumbest Market We've Ever Seen
The AI Bubble Has a Bigger Problem Than Valuations
Microsoft Just Changed the AI Math
The Bond Market Just Took Control
What If AI Is Really a Real Estate Cycle?
The Oil Market Just Flipped the Script
Why Doesn't This Market Care?
The Market Feels Tilted in the Wrong Direction
The Market's Biggest Divergence Just Got Bigger
The Market Is Sending Mixed Signals… Should Investors Be Worried?
The Oil Market Still Isn't Panicking
What If Iran Doesn’t Stop When We Do?
The Risk Markets Refuse to Price
This Bubble Isn't Like the Others
What If a Recession Is the Answer?
Oil Didn't Break the Market
Inflation Is Changing How People Live
AI Is Starting to Break Balance Sheets
We Don’t Put Oil in the Gas Tank
The Next Big Market Disagreement
One Stock Just Changed the Story
Building AI Was the Easy Part
You Can't Defend Everything
Why Isn’t Gas Getting Cheaper?
Why Isn't The Market Listening?
Brent Johnson on the Future of the U.S. Dollar
AI's Biggest Problem Isn't AI
The Market Erased The Entire War
The Cracks Are Starting to Show
This Cycle Taught Investors All The Wrong Lessons
The Dumbest Market We've Ever Seen?
The Fed Just Changed Everything
The Deal Is Done. Now What?
The Deal That Changes Everything