All episodes
OpenAI Forced to Lower Valuation in Latest Funding Round
Binance Halts Withdrawals After Hackers Steal Billions
Coreweave Explained in 99 Seconds
Google Stock Tanks as AI Cannibalizes Core Business
SK Hynix Surges on Memory Market Frenzy
Anthropic Files Publicly For IPO: Here's What's Inside
Elon Musk Predicts "Guppy-Level Death" Among Neoclouds
The AI Bubble is Running Out of Options To Fund Itself
Flight To Safety as Bonds and Yen Rally while Tech Sells Off
SpaceX Turns a Profit While Anthropic Losses $80B in 6 Months
Amazon Has Billions in GPUs Sitting Idle in Warehouses
Neocloud Nscale's IPO in Jeopardy After Microsoft Pulls Out
Anthropic Investors Push Back on IPO Valuation As Growth Slows
Lennar Caught Selling Homes to Themselves | Melody Wright
Coreweave is Breaking Everything
CPI Shows Inflation Higher Than Expected in September
South Korean Stocks Sell Off on China Memory Chip News
Banks Struggle to Offload Datacenter Debt
OpenAI's Revenue Run Rate is $20 Billion Less Than Reported
Broadcom to Help OpenAI Raise Another $50 Billion in Debt
SpaceX Adds Another $40 Billion to AI Debt Bender
S&P Opens at All Time Highs As Yields Relax and Oil Flows
Larry Ellison and Oracle Have a Debt and Power Problem
Jobs Report Disappoints Casting Doubt on Next Fed Move
China Bans Diesel Exports as US Threatens the Same if EU Doesn't Help
Oil Up Despite Saudi Pipeline Restart
France Sending Troops, Air Defenses to Protect Saudi Oil
Global Bonds Selloff After PMI Data and Disaster Auction Send Yields Soaring
Trump Pushes Diesel Ban Amid Record Prices
Oil Falls Again on Diplomatic Hopium
OpenAI Will Burn Through $278 Billion By 2030
Palantir CEO Says OpenAI and Anthropic's Goal is be Nationalized
Market Rallies Following Fed Rate Hike
OpenAI Needs Money Again | Asian Oil Buyers Scramble
Private Credit Defaults Hit 6.3% and Software Isn't The Problem
Tech Falls as AI CEOs Call For Slowdown | Oil Rips on Pipeline Damage
CPI Shows Inflation at 3.4%, Oil Drops Despite Headline Risk
PPI Inflation Hits 5.4%, Oil Breaks $100, 10yr Hits 4.9%
Bessent Talking Smack to Yen Carry Traders, Brent Crude Hits $100
Here's Everything You Missed in Private Credit's Friday News Dump
Blowout August Jobs Report | The Yen Carry Trade is Unwinding
They're Messing With The Yen Again, Oil Higher on Inventory Draw
Chevron Makes First Move in Venezuela, Data Points to Frozen Job Market
Interest Rates Rise as Global Bond Selloff Continues
Market Adjusts to Hawkish Warsh, Oil Up on Iran and Venezuela News
Markets Hold Breath Ahead of Jackson Hole and Annual Jobs Revisions
Nvidia Rips on Earnings, Magic Johnson's Insurance Co Under Scrutiny
PCE Shows Stubborn Inflation, Retail Earnings Indicate Consumer Stress
Scott Bessent vs The World
Treasury Floats Using TGA for Buybacks, Nvidia Buying It's Customers
Gold, Silver, and Bitcoin Rip: The Debasement Trade is Back For Now
Stocks Fall on Walmart Earnings as Bessent Pump Proves Temporary
Treasury Dept Announces Liquidity Pump, OpenAI's Very Bad Day
Interest Rates Rising All Over The World, Crack Spreads Blowing Out
The AI Bubble is Now Competing With the US Govt For Debt Issuance
Yen Carry Traders Rebuild Yen Shorts Juicing Tech Bubble
July Producer Price Inflation Comes Lower Than Expected
CPI Comes in at 3.4%, Missing Fed Target For 65th Consecutive Month
Wall St Circles Wagons Around Nvidia with $500B of Other People's Money
Intel to Sell $15B of Stock, River Levels in Europe Threaten Food and Power
The July Jobs Report Was Bad...Really Bad
Google & Softbank Tap Debt Market Again, Iran Freezes its Own Oil Co
Texas Halts New Data Center Approvals, SpaceX Reports For First Time
Caterpillar and Palantir Rip on Earnings
Oil Sharply Lower on Deal or No Deal, US and Japan Tag Team Yen
KOSPI's Best Day Ever, A 3-Way Yentervention, Amazon Earnings Rip
Microsoft Beat, Meta Miss, Bond Market Punishes Warsh Inaction
SK Hynix Miss Triggers Panic in Korea, Oil Spikes on Iran Attack
KOSPI Tanks on Chinese AI Competition and Nvidia Round Tripping
Oil Falls as Both Sides Just Kinda Stop Shooting, Nvidia's Biggest Round Trip Yet
South Korean Stocks Triggers Circuit Breaker For 10th Day in A Row
Oil Spikes After Houthis Hit 2 Ships, Google and Tesla Drop on Capex
Supermicro Rips on Order Backlog, OpenAI Model 'Goes Rogue' In Marketing Stunt
China Props Up AI Stocks, Big Tech Hidden Debt Hits $1.65 Trillion
Oil Volatile on Ceasefire Proposal and Rejection, Houthis Embargo Saudis
Tech Sells Off After China's Moonshoot Releases New AI Model
South Korea Limits Levered ETFs as Volatility Explodes
June Producer Inflation Falls to 5.5% on Volatile Energy Prices
CPI Much Lower Than Expected, IBM Crashes on Earnings Miss
Apple Sues OpenAI for IP Theft, AI Price War Breaks Out
China Vanke Property Losses Grow, Japanese Pensions to Prop Up Yen
European Car Makers are Dying, Hormuz Traffic Grinds to a Halt
Trump Says Iran Ceasefire is Over, Japan Payment Provider Collapses
Samsung's 19X Earnings Growth Disappoints...Somehow
Strategy Reports Sale of 3,588 Bitcoin and $8.3B Unrealized Loss
Blackstone Pulls Out of Massive Virginia Datacenter, Private Credit Goes From Bad to Worse
Jobs Report Disappoints, Meta's Overcapacity Triggers Bubble Fears
Trump Made Over a Billion Dollars on Crypto Since Taking Office
Supermicro's Taiwan Office Raided for Chip Smuggling
Strategy to Sell Bitcoin and Buyback Stock, BIS Warns on AI Bubble
South Korean Stocks Tank Again After Apple and OpenAI News
Tech Stocks Rally on Micron Earnings, PCE Inflation Hits 4.1%
SK Hynix Massive $29B US Listing, Wendy's is Latest Meme Stock
Brutal South Korean Selloff Spreads to US Tech Stocks
Hormuz Traffic Increases, Starmer Resigns as UK Prime Minister
The Iran Deal is Falling Apart Already
Warsh Surprises Market With Succinct, Hawkish Tone at First FOMC
Warsh Faces First FOMC, Microsoft Walks Away From Oracle Deal
SpaceX Buying Cursor as Valuation Surpasses $2.5 Trillion
Oil Plunges, Stocks Rally on Iran Deal Rhetoric