All Episodes

Not Hot on Nvidia, Public Offering Parade & Hundred-Point Hike? 5/20/26

The Global Bond Rout, The Solo Sell on Nvidia, and Google’s New AI Agent 5/19/26

Court Rules Against Musk in Legal Battle with Sam Altman, OpenAI 5/18/26

Software's Turnaround Story, The Rise of Prediction Markets 5/15/26

Cerebras Opens for Trading, A Midterm Misstep, and Crypto Clarity 5/14/26

Trump Arrives in China, Nebius Climbs on Q1 Results 5/13/26

Bubble Babble, Memory Mayhem, and a Spring Swing 5/12/26

Dotcom Do-Over?, Nadella Takes the Stand, and The Sleeper in Semis 5/11/26

Two Rate Hikes, Tensions Ahead of China Summit, and AI Economic Distortions 5/8/26

Whirlpool's Recession Warning, A Spending Split, and the Burger Battle 5/7/26

Semiconductors Soar, Apple's AI Fumble, and Former FDIC Chair Bair 5/6/26

Running of the Bulls, In-Home Data Centers, and Citadel's Ken Griffin 5/5/26

Risks to the Rally, Scoring Berkshire's Abel, and Wyndham's Win 5/4/26

Memory’s Moat, Tech’s Role in Recent Highs, and Shrugging Of $100 Oil 5/1/26

Apple's AI Problem, "Save the Shire," and Caterpillar Crushes 4/30/26

Fed Decision, Memory Momentum, and Mag 7 on Deck 4/29/26

OpenAI's Viability, UAE to Exit OPEC, and Climbing Consumer Costs 4/28/26

Big Tech on Deck, Musk vs. OpenAI, and Cardiac Drug Breakthroughs 4/27/26

DOJ Drops Powell Probe, Big Tech on Deck, and Intel's Gain, AMD's...Gain? 4/24/26

Debunking Oil Myths, the New Gamestop?, and Saving Spirit 4/23/26

Tech Still Cheap, SpaceX's $60B Deal, and Google's Enterprise Fight 4/22/26

Apple's Turnover, Warsh Gets Grilled, and Airline Indigestion 4/21/26

The Exchange 4/20/26

Markets Rally, Airlines Soar, and Oracle Bounces Back 4/17/26

Markets' Seismic Shifts, SanDisk's Surge, and 2026's Biggest IPO 4/16/26

Meta's AI Ambitions, JPMorgan's Airline Warning, and the "Ultimate Contrarian Trade" 4/15/26

Software Earnings Set-Up, Big Banks' Big Issues, and Iran Peace Talks Latest 4/14/26

U.S. Blockade, China's Role in Iran, and Bank Earnings Underway 4/13/26

Washington's AI Warning, Sentiment Slump, and The "Least Ceasefire Ceasefire" 4/10/26

Ceasefire Under Pressure, The Fed's Next Move, and Tokenmaxxing 4/9/26

Oil Slips, Stocks Rally & a Rate Cut is back in Play 4/8/26

Iran Deadline Looms, Under-Priced Oil Risk, and Opportunities in Semis 4/7/26

Iran Escalation Risk, Renewed Private Credit Concerns, and Pullback Opportunities 4/2/26

Nike's Nosedive, Tech's Turnaround, and Gold's Gains 4/1/26

Crude Climb Continues, China's Price Spike Warning, and KKR's Major Deal 3/30/26

Fed's Inflation Battle, the Alphabet Case, and the Memory Meltdown 3/27/26

U.S.-Iran Peace Talks, Memory Melt, and a Fed Hike? 3/26/26

Chevron's California Warning, AI-Powered Drones, and OpenAI Shutters Sora 3/25/26

Energy Ripples, Databricks Moves into Cybersecurity, and Anthropic vs. the Pentagon 3/24/26

Mixed Signals, the Rate Hike Case, and Airlines Navigate Oil 3/23/26

Crude Climb Continues, Spring Housing Season, and the Mag 7 Melt 3/20/26

Middle East Escalation, Micron's Big Beat, and the Private Credit Exodus 3/19/26

The Fed's Next Move, The Iran Timeline, and Food Inflation? 3/18/26

Private Credit Concerns, Crude's Climb, and Travel Chaos 3/17/26

“No Need to Worry,” Consumer Hide & Seek, “Taming, Not Toppling” 3/13/26

Ripple Effects of the Iran War 3/12/26

Oil Cycle Continues, Inflation Conundrum, and Oracle's Comeback 3/11/26

Oil's Whipsaw Ride, Oracle's Data Center Dilemma, and is Defense the New AI? 3/10/26

Overnight Oil Spike, Jet Fuel Soars, and Momentum in Tech 3/9/26

Oil Rally Strengthens, Labor Market Weakens, and Oracle's Opportunity 3/6/26

China's Big Growth Concerns, Labor's Big Divergence, and Software's Big Bounce 3/5/26

Mag 7 Magnificent Again?, Software's AI Agent Takeover and South Korean Stocks Slip 3/4/26

Iran Conflict Continues, Energy Erupts, and a Market Sell-Off 3/3/26

The Iran Conflict, Energy Spikes, and One-on-One with Jamie Dimon 3/2/26

Private Credit Concerns, OpenAI's Record Round, and Paramount Wins Warner Bros. 2/27/26

Next for Nvidia, "AI-washing," and a Software Bounce? 2/26/26

Nvidia After the Bell, Crypto Relief, and the State of The Union 2/25/26

Meta & AMD Team Up, Bearish on Banks, and FedEx's Tariff Suit 2/24/26

Tariff Turmoil, Software Sell-Off, and the Old Economy's Revenge 2/23/26

Iran Tensions, Trading Walmart, and “Owning” the Economy 2/19/26

Not Nvidia, Mamdani's Property Tax Plan, and Zuckerberg Takes the Stand 2/18/26

"Warnamount" vs. "Netflix Bros.", Ford's EV JV, and Amazon's Losing Streak 2/17/26

AI Disruption, Nvidia's Shrinking Moat, and “AI-Proof” Trades? 2/13/26

AI's Biggest Winner, AI's Newest Victim, and Housing's Huge Miss 2/12/26

Jobs Report Blowout, Top Tech Picks, and Data Center Tailwinds 2/11/26

Retail Sales Stall, Apple Bull Case, and Bitcoin Bottom in Sight? 2/10/26

OpenAI Optimism, Microsoft's AI Malaise, and Bitcoin $38K? 2/9/26

Dow 50k, The Upside-Down AI Trade, and When Will Bitcoin Bottom 2/6/26

Out with the New, In with the Old and Crypto Keeps Sliding 2/5/26

Software Slump, Alphabet on Deck, and Crypto Cracks 2/4/26

Musk's Mega Merger, Disney's New CEO, and Walmart's New Milestone 2/3/26

The AI Daisy Chain, Memory is the New Metals, and a Short Shutdown? 2/2/26

Warsh Wins, Wall Street's Wary, and Sen. Warren's Warning 1/30/26

Meta's Major Momentum, Tesla's Major Pivot, and Microsoft's Major Problem 1/29/26

Dollar Destruction, Another Powell Pause, and Tech on Deck 1/28/26

The Health of Health Insurers, 'Dumb Money' Durability, and Altman's Tech Job Warning 1/27/26

Metals on the Move, Tech on Deck and Another Government Shutdown? 1/26/26

OpenAI's Make or Break Year, Intel Interrupted, and Blizzard Bracing 1/23/26

Memory Momentum, Tech Trade Fade, and Lowe's' "Influencer" Era 1/22/26

No Force for Greenland, The First Fed Fight, and the Housing Investor Ban 1/21/26

Slumping Stocks and Surging Yields, the Greenland Case, and Trump's Tariff Threats 1/20/26

Hesitation over Hassett, the Billionaire Tax Battle, and a Power Auction 1/16/26

In Chips We Trust…Again, Crypto Regulation Roadblock, and Fed Independence & Inflation 1/15/26

No Rate Cuts This Year, The Crude Conundrum, and Housing Catalysts 1/14/26

A Shadow Fed, A Cap Contrarian Call, and Chips & Caso 1/13/26

DOJ’s Powell Probe, Not Nvidia, and Credit Card Cap 1/12/26

New Housing Plan, Big Oil at the White, and Meta goes Nuclear 1/9/26

A Buyback Ban, the Copper Crunch, and Where the Jobs Aren't 1/8/26

Market Highs, Memory Mania & Playing Defense 1/7/25

Semis Soar, Fintech's Future & Robotics Race 1/6/26

Venezuela's Impact, Tech's Biggest Conference & Crypto Climbs 1/5/26

Tesla Loses its Crown, Tariff Tailwinds & Dow Dogs 1/2/26

Final Trading Hours, Biotech's Boom & Buffett's Last Day 12/31/25

Global Gains, Another AI Acquisition & the Experience Economy 12/30/25

Mag 7 Decoupling, A Crypto Winter & Housing's Inflection Point? 12/29/25

Nvidia's Biggest Deal Ever, China Strikes Back & Retail's "Returnuary" 12/26/25

Testing Troubles, Let’s Go to the Mall, AI in Aisle Six 12/24/25

A Tale of Two Economies, GLP-1 Gains & Zero-Gravity Data Centers 12/23/25

The Return of the AI, Tim Seymour’s Naughty & Nice Stocks & The Underestimated Discounter 12/22/25

Quadruple Witching, Stores Save 12/19/25