All episodes
Nvidia CEO scandal: 'If he goes, the AI bull case goes with him'
Neoclouds: why the hottest AI trade has just hit a brick wall (Coreweave, Nebius, IREN)
Are Aussie banks overvalued and under-delivering?
Anthropic IPO has fallen US$1 trillion in value – still a buy?
We’re in a huge AI stock selloff – how should investors react?
Wiped out cyclical consumer stocks are set for a turnaround
Semiconductor shares' big selloff: is this the perfect time to buy?
The usual gains? Investors could benefit from the midterms
Massive profits for majors as supercharged oil bull run continues
Record results: investors are fleeing tech for healthcare stocks
AI revenue rains on cloud giants, but they face cashflow crisis
Consumer stocks tumble as Australians face financial pain
Lithium stocks smashed even as soaring demand is expected
US$260b data centre fail: will voter backlash hurt the AI trade?
Tech rout deepens: the sectors benefiting from the AI sell-off
Who will actually make money from AI? Meta is taking the lead
Down but not out: why defence stocks are looking ready to rally
Yields are way up: are bonds finally a better buy than shares?
Investor AI doubts intensify as Anthropic IPO loses US$500b
We're in a supercycle: aluminium nears 2026 low, stocks rise
Insatiable demand for AI chips reveals more boom years are ahead | ASML
Are Aussie banks good value? What Wall Street earnings tell us
BHP, Rio or Glencore? How to play the new ASX copper boom
Anthropic is beating OpenAI as its US$2 trillion IPO nears
As global consumer appetites change, PepsiCo and others are failing
Volatility and opportunity for investors in US midterm elections
Nuclear stocks shocked back to life by massive AI deals, loans
Three months left: US technology stocks will keep winning in 2026
How high can bond yields actually go?
Insatiable memory cycle: 'demand is only getting stronger'
New winners: why the AI trade is shifting and where to invest now
There's still a unique place for gold in your investment portfolio
Why we can expect rising interest rates, and a rising sharemarket
How the Australian rate hike cycle will impact shares into 2027
Where consumers are still spending and what it means for stocks
Why robots may trigger a massive revival in rare earths stocks
Meta's massive rally reveals market hope for AI agent takeover
Amid the energy crisis, the gas market is ready to shoot higher
Why rising interest rates are a huge win for insurance stocks
Rise or fall? How this US rate hike cycle will hit markets
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