All Episodes

Risk off, Rate Reprieve and a new OpenAI Lawsuit 10/15/26

Goldman Sachs CEO, The Debt Dilemma, and Open A-Spy? 10/14/26

the Exchange 10/13/26

The Bull Market Turns Four, Energy Headwinds, and Isaacson on AI Safety 10/12/26

SpaceX’s Starlink Push, The Real Price of Oil, and the NBA’s Big Bet 10/9/26

Oil Spike, The Technical Take, and Oppormunities 10/8/26

Bond Bull, Un-Freezing Housing, and Under-the-Radar AI Names 10/7/26

Stocks at Record Highs, The Bullish Case for Bonds, and NYC’s AI Safety Push 10/6/26

A New Normal, From Wall Street to Y’all Street, and “Net” Bets 10/5/26

A Jobs Jolt, Mayer’s New Venture, and Can Nike Pick Up the “Pace”? 10/2/26

Under-the-Rader AI Plays, Housing Shift, and Sneaker Softness 10/1/26

The Federal Reserve: a Renovation Report, an Inflation Tracker, and a Tale of Espionage 9/30/26

Inside Man: How Chinese Spies Used Lies, Romance and Betrayal to Target the Federal Reserve

OpenAI’s Dev Day and A Shift for College Sports? 9/29/26

Nvidia’s Security Push, Consumer Conundrum, and the Diesel Divide 9/28/26

Rate Hike Regret, Iran Negotiations, and Mortgage Mayhem 9/25/26

Navigating Rising Rates and the Trump-Xi Summit 9/24/26

Yields Jump, A High-Stakes Visit, and Lefrak’s Real Estate Warning 9/23/26

Inspiring the AI Trade, Peloton Product Launch, and Muni Bonds to the Rescue? 9/22/26

AI Stocks Rally, Meta’s Muse Moment, Nike’s Swoon 9/21/26

Nvidia Too Cheap to Ignore?, AI Safety Debate, Apple’s iPhone Launch 9/18/26

A Post-Rate-Hike World, a C-Suite Warning, and a Former Treasury Secretary 9/17/26

Countdown to the Fed Decision 9/16/26

Yields Surge, The Fed vs. Oil, and a Predictions Pop 9/15/26

“Pace the Frontier,” The Case for a Cut, and Healing Healthcare 9/14/26

Hikes on the Horizon, Diesel Distress and Remembering September 11 9/11/26

Bond Bonanza, Driving Oil Action, A GOP Guarantee? 9/10/26

Crude’s “Crash Diet,” Tariff Tiff, and Hold off on a Hike? 9/8/26

Jobs Jolt, Hugging Face’s First Investor, and Where the Pricing Power Is 9/4/26

Nvidia Buys Hugging Face, AI Outages, and Data Center Dissent 9/3/26

The Great Data Center Debate, Apple’s New Era, and Not Swooning in September 9/2/26

Hike vs. Cut, FTC Chair on Amazon Lawsuit, and Why Electricians Love Data Centers 9/1/26

Renewed Iran Tensions, Colorado’s Data Center Fight, and the Summer Software Surge 8/31/26

Warsh at Jackson Hole, Retail Roundup, and Treasury Trouble? 8/28/26

Nvidia’s Record Quarter, Connecticut Sues Kalshi, and So Long, SaaSpocalypse? 8/27/26

Nvidia Earnings, A Winter Warning, and China’s Government Hack 8/26/26

Media Deal in Limbo, Bitcoin’s Bounce, and Football Firestorm 8/25/26

Safe Haven Status, Retail Wrap Up, and Crypto Comeback 8/21/26

Bessent’s Bond Battle, Go Broad Not Bearish, and Stripe’s Strategy 8/20/26

The Exchange 8/19/26

Global Bond Rout, Meta’s Landmark Trial, and Anthropic’s Revenue Surge 8/18/26

Retail Ramp-Up, Chinese Tech Catalysts, and a Bitcoin breakout? 8/17/26

Bubble Beacons, Prediction Friction, and a Data Center Disconnect 8/14/26

S&P 500 Milestone, Zuckerberg’s AI Manifesto, Anthropic’s Power Deal 8/13/26

The Exchange 8/12/26

Compute an Asset Class?, Two Wars Becoming One?, and Existing Home Sales Slump 8/11/26

Take a Three-Quarter Point Hike, Food Safety Changes, and Grab the Chips 8/10/26

Weak Jobs Report, AI Model Fears, and the Data Center Economy 8/7/26

Memory’s Next Move, Google’s Fork in the Road, Countdown to July Jobs Report 8/6/26

SpaceX Sinks, AI’s Bad Behavior, 3 Rate Hikes this year? 8/5/26

Market Rally, Oil Slips, C-Shaped Economy 8/4/26

Torque in Tech, Macro Shifts, and Earnings Exchange 8/3/26

The Spending Shift, Model Mayhem, and Wrong on Warsh? 7/31/26

Regaining Momentum, Fed Up, and the Next Phase of the Iran War 7/30/26

Countdown to the Fed Decision 7/29/26

Zelenskyy and Netanyahu in DC, A Memory Shift, and a Stealth AI MVP? 7/28/26

Big Tech’s Big Week, Time for Some A.I.R (AI regulators), and a China Chip Debut 7/27/26

Semis Suffer, Capex Concerns Crop Up, and Bullish Bets 7/24/26

Tech Trashed and Rising Risks 7/23/26

John Paulson Stays Gold, Alphabet After the Bell, and the Hugging Face Hack 7/22/26

No TAM Troubles, The Debt Debate, and a Defense Deficit 7/21/26

Big Tech on Deck, Congress’ Midterm To-Do List, and Cyclospora Outbreak 7/20/26

China’s New AI Model, Tap-to-Pay Troubles, and Underdog Plays the Field 7/17/26

Nibbling at Nvidia, Building Backlash, and Korea’s Volatility Curb 7/16/26

The Exchange 7/15/26

Kevin Warsh Testifies, IBM’s Warning, and the Incredible Shrinking AI Model 7/14/26

Oil Climbs on Hormuz Tensions, Apple’s OpenAI Lawsuit, and Earnings Season Eve 7/13/26

SK Hynix's US Debut, Bring Back the Blockade, and a Water Break Boost 7/10/26

‘ROC’-ing the AI Trade, JetBlue Founder on Airlines, and a Chips Pair Trade 7/9/26

Trump's Meeting with Zelensky, The Chips Trade 7/8/26

Bulls on Course, Valley of the Deals, and CNBC Investigates 7/7/26

Rotation Nation, AI in the Classroom, and Betting’s Soccer Boost 7/6/26

Bringing Back the Barbell, OpenAI’s Government Proposal, and Winter is Ending 7/2/26

A More Opaque Fed, AI’s Strange Bedfellows, and “Less Screaming. More Streaming!” 7/1/26

Hold Off on Hikes, Deals in the Driver’s Seat, and Luxury Lodging 6/30/26

Another Comcast Spinoff, AI Spending Risks, and Drill Down on Dislocations 6/29/26

OpenAI Unveils GPT 5.6 Models, The Bearish Case for Micron 6/26/26

CNBC @ Cboe: Live from Chicago 6/25/26

Memory’s Micron Moment, Congressional Clash, and Just a June Swoon? 6/24/26

Fading Memory, Retail Renaissance, and Standby on SpaceX 6/23/26

The Fractured Tech Trade, Memory Momentum, and remembering Alan Greenspan 6/22/26

Apple Price Hike, Oil Prices Fall on Iran Agreement, and a SpaceX Bear 6/18/26

Special Coverage: Kevin Warsh’s First Rate Decision as Fed Chairman 6/17/26

Iran Peace Framework, Tech Takes Off, and Investing in World Cup Infrastructure 6/15/26

SpaceX Soars in Trading Debut 6/12/26

Bank of America Double-Upgrades Intel, Hope for Gold Miners? 6/11/26

Markets Ready for SpaceX IPO, Proposals for Prediction Markets, and The Big Business of the Knicks 6/10/26

Wild Stock Swings, The “K” Comes for Housing, and The Evolving Capex Trade 6/9/26

Apple’s Big Announcements, The Bull Case for Chips, and Under-the-Radar AI Plays 6/8/26

Boeing CEO on Production Ramp, Government Stakes in AI 6/5/26

SpaceX Kicks off IPO Roadshow, Hut 8 CEO on AI, Awaiting Quantinuum First Trade 6/4/26

SpaceX to Set IPO Terms Today, Caps on AI Token Costs 6/3/26

Big Tech's Capex Boom, Software's Comeback, Bitcoin's Narrative Problem 6/2/26

Nvidia Enters the PC Space, IPO Market Heats Up, Youtube Meets Hollywood 6/1/26

“Dude, You’re Getting a Dell,” A Hiccup for the Space Race & A Dot-Com Moment without the Bubble 5/29/26

Semis Outperforming Mag 7, Warsh’s First Move, SpaceX IPO Impact on Markets 5/28/26

The $1T Club, Cyber the New Semi & A Potential Rate Hike 5/27/26

Micron’s $1T Move, Pope Leo’s AI Warning, Knicks Win & Potential Spin(off) 5/26/26

Warsh sworn in as Fed Chair, OpenAI’s IPO Plans, “Chip mania” still intact? 5/22/26

The Nvidia Read-Through, Bond Market Headwinds, Government’s Quantum Leap 5/21/26