All Episodes
The Market Screener — 45 episodes
Wall Street Meets SK Hynix
Wall Street Ignores the Sirens
Trump Breaks the Calm
Wall Street's Chip Chill
The Profit Bubble Test
Wall Street Likes Weakness
July Opens With a Very Fed-Shaped Cloud
AI stocks are ending the quarter with a shrug
Wall Street Reboots After the Oil Scare
The Shovel Gets Pricier on Wall Street
Cooler PCE, Hotter Chips
When Growth Needs Proof
The AI Boom Is Starting to Look Expensive
Wall Street's Nerves of Steel
The Gulf Gives, the Fed Takes
The Dove Has to Land
Warsh Takes the Stage
Markets Get Their Peace Dividend
Wall Street Wants to Believe Again
A Rebound With Strings Attached
Wall Street's Problem Is Not Just Inflation
Wall Street Rises, Risks Remain
Markets Ask AI for Receipts
The Jobs Report Just Made the Fed's Life Harder
Wall Street's Chip Boom Gets a Warning
Wall Street's Record Highs Are Starting to Look a Little Narrow
The AI Trade Is Still Bigger Than the Oil Shock
Wall Street Starts June on Edge
Wall Street Is Betting On A Ceasefire
Good Data, Bad Timing
The AI Boom Has Found Its Memory
Wall Street Returns, Chips Lead
Wall Street Packs for the Long Weekend
Wall Street's Rebound That Wasn't
AI's Moment of Truth
Can Nvidia Do It Again?
Markets Run Into Higher Yields
Wall Street Wanted More
Trump's China Test Hits a Market High
Wall Street Just Got Its Wholesale Receipt
America's Inflation Problem Just Got Harder to Explain Away
AI Bulls Face a Busy Week
Wall Street: No Relief in the Data
Wall Street's Wednesday Test Is Bigger Than Tech
Wall Street's Rally Looks More Fragile as Inflation Risks Build