Episode Details

Your pre-market briefing for February 4, 2026. House passes funding deal to end four-day government shutdown, setting up Tuesday vote with razor-thin GOP majority. Bitcoin crashes to fourteen-month low near seventy-three thousand before recovering to seventy-six thousand-but institutional money keeps flowing out with one point seven billion in weekly ETF withdrawals. Michael Burry warns of collateral death spiral as silver liquidations exceed bitcoin on leveraged platforms. Equity markets rally as manufacturing PMI hits expansion for first time in twelve months. Disney shares tank seven percent on weak Q1 results, PayPal slides on CEO change and disappointing guidance, while Palantir and Teradyne surge on AI-driven blowout forecasts. Gold and silver rebound after historic thirteen percent two-day selloff. DHS deploys body cameras to Minneapolis federal officers following deadly ICE shootings. Plus: Treasury refunding announcement, Nvidia CEO calms OpenAI friction fears, and sector rotation signals as S&P 500 approaches records.