Podcast Episodes
Back to SearchMeta & AMD Team Up, Bearish on Banks, and FedEx's Tariff Suit 2/24/26
Meta striking a massive deal with AMD, but should Meta be in the chips business? Financials post their worst day since last April, and one technician…
4 hours ago
Tariff Turmoil, Software Sell-Off, and the Old Economy's Revenge 2/23/26
The Supreme Court struck down Trump's tariffs, but the president is warning countries to not back off from trade deals. Further AI disruption could l…
1 day, 5 hours ago
Iran Tensions, Trading Walmart, and “Owning” the Economy 2/19/26
Rising tensions between the U.S. and Iran send oil prices higher. Why Walmart is still set up for a strong year despite falling short on its earnings…
5 days, 4 hours ago
Not Nvidia, Mamdani's Property Tax Plan, and Zuckerberg Takes the Stand 2/18/26
Retail investors are passing on Nvidia in favor of other beaten down tech names. The owner of the Empire State Building weighs in on NYC Mayor Zohran…
6 days, 4 hours ago
"Warnamount" vs. "Netflix Bros.", Ford's EV JV, and Amazon's Losing Streak 2/17/26
Netflix allows Warner Bros. Discovery to reopen talks with Paramount after it sweetened its bid for the streamer. Ford's surprise joint venture push.…
1 week ago
AI Disruption, Nvidia's Shrinking Moat, and “AI-Proof” Trades? 2/13/26
It was a wild week on Wall Street as AI fears sparked selloffs in different sectors. We look through the wreckage for opportunities and highlight som…
1 week, 4 days ago
AI's Biggest Winner, AI's Newest Victim, and Housing's Huge Miss 2/12/26
The AI disruption is moving to new sectors. We look at the winners, the losers, and the biggest buying opportunities. Plus, real estate power player …
1 week, 5 days ago
Jobs Report Blowout, Top Tech Picks, and Data Center Tailwinds 2/11/26
Prospects of fewer rate cuts are outweighing enthusiasm on the economy. We game out what today’s report means for the Fed and for the markets. Plus, …
1 week, 6 days ago
Retail Sales Stall, Apple Bull Case, and Bitcoin Bottom in Sight? 2/10/26
It’s a big week for econ data, and we’re off to an ugly start with retail sales. Apple has quietly outperformed the rest of the Mag 7 this year, and …
2 weeks ago
OpenAI Optimism, Microsoft's AI Malaise, and Bitcoin $38K? 2/9/26
DA Davidson says Oracle is a 'Buy' on renewed optimism for OpenAI. Melius Research is downgrading Microsoft saying CEO Satya Nadella has "lost the AI…
2 weeks, 1 day ago