All Episodes
the daily moo — 92 episodes
Where to find discounted tech stocks in an expensive market
Coal: Why the market's most hated trade keeps winning
Searing bond yields won't crash the sharemarket, just yet
Absurd AI spend delivers big returns for US cloud giants
Chopped dating app stocks are urgently seeking an AI glow up
As oil hits US$100, energy stocks' bull run is just beginning
Gold miners are printing cash. How high can they go?
Another five years left in the memory supercycle? Really?
Is the worst over for beaten-down ASX stocks?
Heath, insurance, software: the AI trade is broadening out
Why GLP-1 weight loss pills could spark big pharma's next rally
Uranium miners look ready to rally
Newly listed Chinese AI stocks are surging: what to watch out for | Z.ai earnings preview
EV sales are surging, but stocks are slumping. Why?
Australia’s data centre boom: growth vs reality (ft. Nvidia's earnings)
US tariffs on China are hitting SHEIN hard. Can the IPO save tt?
What’s driving strong gains in Aussie supermarkets this year?
The oil shock: Australian inflation could stay higher for longer
Is the semiconductor pullback over? Why Nvidia's earnings report could reignite the AI trade
Woodside v Exxon: why Australian energy is outperforming
Supercycle in sight as copper sets course for US$15,000
View from the Nasdaq: this bull market is stronger than it looks (ft. Nasdaq's Chief Economist)
Australian resources stocks' huge rally is about to be tested
No end in sight to AI boom, as insatiable demand drives build out
Australian banks drop as home loan applications 'fall off a cliff'
The $58 trillion bond market signal investors are ignoring
Why investors got the AI software selloff completely wrong
What to watch as a 'volatile' Australian reporting season begins
Gold surges past US$4250: what it means for your portfolio today
FOMO panic and wild swings: how to trade this US bull market
US$1t wipe out: is the memory sector correction worth buying?
SpaceX down 50% post-IPO: will its earnings trigger a recovery?
Crypto stocks are desperately trying to escape crypto
Amazon (+10%) v Apple (-6%): the AI trade splits in half
Microsoft proves big tech's AI spend can drive real returns
Results are in: this is who's winning the AI infrastructure rush
Five questions you should answer before you 'buy the dip'
Stress test: what to watch as 16 AI giants report this week
'Strongest environment in a generation' for defence stocks
Cash flow crushed: big tech's AI spending crosses the line
ASX 200 is flat – but these energy stocks are ripping higher
Nowhere left to hide: cash strapped AI stocks' week of truth
Aussie 'value' stocks outperform 'growth' for first time in year
Expect 600% growth by 2030 as AI restructures healthcare
Apple v OpenAI marks the next phase of the AI race
Why big Aussie banks are flatlining (as US banks hit records)
Expect market volatility as fast rising inflation fears take over
Make or break for AI stocks as US companies deliver their verdict
Has US tech peaked? Chinese AI leads in the July surge
Powerful rally grips cyber security over urgent AI fears
Expect long bull run in robot stocks in the physical AI age
Gold has fallen 30% since its high this year – time to buy?
AI demand squeeze: investors' four big bottleneck bets
US market 'on track' to double its gains for the full year
ASX 200's 3% financial-year gain 'looks a little bit sick'
Six forces that will drive the US sharemarket in 2026-27
Consider dividend investing as big tax changes near
Warning in US tech giants' struggle to maintain huge AI spend
Are the 'magnificent seven' still worth investing in? Not really
World's most unloved technology stocks look ready to explode
Pressure builds as 'exposed, overvalued' Australian banks fall
Memory stocks in 'beast mode' with expectation they'll skyrocket
Why the fortunes of big Aussie miners are splitting right now
US central bank shocks markets, but the big hit is yet to come
Sharemarket gains limited as world's biggest oil crisis still plays out
Heedless investors fuel ceasefire stock rally, ignoring energy crisis
Intense US market volatility shows just how fragile the market really is
US energy prices jumped 24%, and the real damage hasn't even started
Crypto is crashing as investors rotate into artificial intelligence
Gold falls below critical level as signs point to steeper drop
Powerhouse US earnings look unstoppable, but the foundations are fragile
Soon you can trade SpaceX, Anthropic, OpenAI. But should you?
Why the Australian sharemarket is falling, and how to invest anyway
Old-school tech stocks are now winning the AI race
Traders brace for chaos as US stagflationary forces intensify
HALO investing: why smart money is rotating into this anti-AI strategy
Investors beware, it won't take much to pierce the forming AI bubble
Coal stocks' big bull run may (not) be coming to an end
Space stocks are rocketing up ahead of the SpaceX IPO
Billions of dollars are now surging into the quantum computing sector
Moon-high hype or future-focused genius? SpaceX readies biggest ever IPO
The big threat to the intense AI rally is the crashing bond market
Federal budget 'losers': CBA leads big banks' share price fall
Tax hike blow for Australian investors could change the market
Pressure on Australian share prices intensifies with more rate rises ahead
Supply shock pushes aluminium into upcycle, eclipses other metals' gains
The unsustainable US rally will falter if the Nasdaq-100 drops to this level
Investor confidence plummets as Middle East conflict renews
These four sectors are set for gain as AI spend heads to US$5t
US market's dying leap makes April its best month in years
Four AI giants just reported results: Google smashed them all
Decimated airline stocks now a 'high value, high risk' proposition