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Fed Day Preview & Why Nobody Knows What Your House Is Worth | October 28, 2026
Ben and Tom preview today's Fed decision and what they'd ask Warsh, why housing data says conditions are restrictive, and earnings misses from Boeing…
11 hours ago
Still Think AI Isn't Taking Jobs? Microsoft Just Offered 60K Employees an Exit | October 27, 2026
Ben and Tom break down Microsoft's voluntary exit offer to 60,000 workers, AI's growing hit to white-collar jobs, and weak pricing at Coca-Cola, HCA,…
1 day, 11 hours ago
Lula Wins an Upset and Brazil Craters 27% + Meta Sells Up to $95B in Stock | October 26, 2026
Andrew, Ben, and Tom break down Meta's stock sale of up to $95B, Elon's warning that neoclouds are shut out of debt markets, and Brazil's 27% drop af…
2 days, 12 hours ago
AI Stocks Have Their Worst Day Since June + Our College Football Weekend Preview | October 23, 2026
Andrew and Thomas break down the AI selloff and the rally in homebuilders as the 10-year slips under 5%, preview next week's big tech earnings, and r…
5 days, 12 hours ago
Markets Drop but Bonds Rally as Meta Floats a Possible Equity Raise | October 22, 2026
Ben and Tom break down the bond rally driven by worries about off-balance-sheet AI debt, Meta's earnings and new Class C shares, and Zuckerberg weigh…
6 days, 13 hours ago
SpaceX Rips 9% on 55% AI Margins. So Why Isn't Nvidia Up? | October 21, 2026
Andrew, Ben, and Tom break down SpaceX's 55% incremental AI margins and Elon's possible Tesla merger, SMCI's $4B guidance raise, and signs the consum…
1 week ago
Subprime Auto Loans Flash a WARNING + Oil Pops 4% on Options Expiration | October 20, 2026
Tom and Thomas break down rising subprime auto delinquencies and GM's narrowed guidance, why oil's 4% pop is mostly an expiration-day move, and earni…
1 week, 1 day ago
Elon and Anthropic GIVE BACK Billions. Will Anyone Give Them Credit? | October 19, 2026
Andrew and Ben break down Elon's pledge of SpaceX shares for every US kid, Anthropic's new 5% Public Benefit Fund, Microsoft walking away from Nscale…
1 week, 2 days ago
Inflation Ran Hot. So Why Did Bonds Rally? + Apple Partners With Meta Muse | October 16, 2026
Andrew, Ben, and Tom break down why bonds rallied on hot inflation data as AI stocks fell, Warsh declining to precommit on rates, and Apple partnerin…
1 week, 5 days ago
Larry Fink Sees a Capital Shortage. CoreWeave and Oracle Feel It First | October 15, 2026
Ben and Tom break down Larry Fink's capital-shortage warning, Anthropic's Q3 revenue, and the selloff in CoreWeave and Oracle, plus hot PPI and retai…
1 week, 6 days ago