All Episodes

Milken Dispatch: DeSantis, Tim Scott, and Griffin's Exit from NYC — Plus Maersk, Semis, and Figma

Narrative vs. Positioning: Where Data Drives Alpha

The Avis Squeeze, Kevin Warsh Breakthrough, Pot Goes Schedule 3, Software Bottom?

CZ Speaks: Bitcoin's Future, Jail & SBF — Plus S&P 7,000 & the Iran Trade

Iran, Passive Bid & the AI Trade

GPU-Backed Debt, GLP-1 Shorts & Prediction Markets: What the Data Is Saying This Week

Blue Owl: Nobody Believes the Marks. Plus Coinbase Squeeze Risk & Battleground Stocks

The New Middle East: Iran, Intelligence, and the Art of the Deal

Geopolitical Turmoil & The Coreweave Canary

$50 Billion Short: NVDA Earnings, HIMS Under Fire, & Snacks Are Getting Shorted

Charlie Breaks Down WBD, Crypto Meltdown & Battleground Stocks

Software Bounce, Hong Kong Shorts & Battleground Stocks

Software is Getting Cracked by AI…for now

The Global Tech Bull Market Hedging and Pushback

Battleground Stocks Drive Volatility as Mag-7 Leadership Splits

Markets Position for Lasting Tariffs, Shipping Shorts Build

Robert Koenigsberger on His Venezuela Call, WBD Underestimates Antitrust Hurdles

Year-end Review, Bob's Stock Picks, Charlie on Why $PSKY Won't Budge on $WBD Bid Anytime Soon

Division Within the Fed, Netflix and Paramount Fight for $WBD

Fear, Complacency, and AI Squeezes: The Trades Everyone Is Getting Wrong

Nvidia Loses the Lead, Bitcoin ETF Shorts Shift

Nvidia Earnings Hit the Tape, Powell Rate Cut in Doubt

Understanding the Momentum Market

Socialist Mamdani Elected Mayor of New York, Pet Stocks Indicate Interesting Trend

Meme Stock ETF Makes its Return, CZ Takes Aim at Elizabeth Warren

Bankers Cozy Up to Mamdani, BYND's Eye-popping Short Squeeze

Quantum Hype Builds, Deregulation Takes Center Stage

Are we in a late-stage stock market rally?

Lemonade (LMND) Emerges as Major Battleground Stock

Are there still opportunities in real estate?

ABC Ready to Dump Jimmy Kimmel? Nvidia Short Bets Heat Up

Wall Street Legend Jimmy Dunne Reflects on 9/11, Today's Political Climate

What Trump Means for Emerging Markets with Robert Koenigsberger

Is $DJT a Proxy for Trump’s Economic Performance?

Could Curtis Sliwa Defeat NYC Socialist Zohran Mamdani?

Ken Tropin: Are Investors Getting Used to Trump?

Is China Now More Trusted Than America?

Battleground Stocks Take Center Stage, Colbert's Loud Exit

American Hatred Toward Expertise, S3's Major Stock Picks

U.S. stocks lag behind Europe, NYC tired of Cuomo

NYC Bows to Socialism ft. Richard E. Farley

Do You Believe Trump on Iran? Wall Street Doesn't

Musk's Unusual Behavior, How to Play Jabil Earnings

Is Wall Street Shrugging Off Tariffs? Marc Cohodes on Pot Stocks

Trading on Next Week's Earnings Reports, Jamie Dimon Wrestles with Retirement

The Man Who Called Enron's Collapse Reveals His Next Short

Tesla Becoming Short Target, Former CIA Master Spy Analyzes Trump's Moves with Iran

New SEC Sheriff, Charlie's Message to Milken, Short Squeeze on $HIMS?

Crypto Queen Ellie Terrett: Scarcity Could Drive Bitcoin Higher

Charlie's India Post Moves Markets, China Stocks Under Scrutiny