Podcast Episodes
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Iran-US Report "Major Progress" in Talks After Strait Re-Closes | June 22, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss UK Prime Minister Keir Starmer's resignation paving the way for socialist Andy Burnham as the favorite to succeed him in…
4 months ago
Warsh Shakes Up the Fed: No More Forward Guidance, Dollar Soars | June 18, 2026 – Morning Market Briefing
Andrew and Ben discuss Kevin Warsh's first Fed meeting ending forward guidance and launching task forces on communication and data quality, the massi…
4 months, 1 week ago
Warsh's First Fed Meeting + UAE to End Hormuz Dependency, Retail Sales Preview | June 17, 2026 – Morning Market Briefing
Andrew and Ben discuss Kevin Warsh's first Fed meeting as Chair with key questions on how hawkish he'll be, how he describes working with Powell, and…
4 months, 1 week ago
EU Approves US Trade Deal at 15% Tariffs, BOJ Hikes Without Ueda + Andrew on Elon | June 16, 2026 – Morning Market Briefing
Andrew and Ben discuss the BOJ hiking rates 25bps to 1% without Governor Ueda and signaling more hikes ahead despite a 250% debt/GDP ratio, the Europ…
4 months, 1 week ago
Strait of Hormuz Reopens, Oil Drops to $80 + Warsh Wants Less Fed Guidance | June 15, 2026 – Morning Market Briefing
Ben and Tom discuss the Iran-US agreement to reopen the Strait of Hormuz with the blockade lifted immediately, $25 billion in phased sanction relief,…
4 months, 1 week ago
SpaceX IPO Goes Live, Power Emergency Hits the Southeast, & Iran Deal Takes Shape | June 12, 2026 – Morning Market Briefing
Tom and Thomas discuss SpaceX's IPO trading kicking off around midday with crypto markets implying a $2.3 trillion valuation 30-50% above the IPO pri…
4 months, 2 weeks ago
Oracle Tanks 8% on $90B CapEx Blowout + ECB Hikes for First Time Since 2023 | June 11, 2026 – Morning Market Briefing
Ben and Tom discuss Oracle's 8% drop on a $40 billion capital raise plan and CapEx ballooning to $90-95 billion against just 6% EPS growth, the ECB h…
4 months, 2 weeks ago
AI Cash Crunch Hits SMCI, OpenAI, Perplexity as Iran Deal Hangs by a Thread | June 10, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Trump's Truth Social post declaring Iran's military "completely defeated" and the deal effectively dead, today's CPI pri…
4 months, 2 weeks ago
China's $295B AI Buildout Squeezes Out Nvidia + OpenAI's IPO Race to Catch Anthropic | June 9, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss China's $295 billion AI infrastructure plan that hands 80% of the buildout to Huawei and squeezes out Nvidia and AMD, Ta…
4 months, 2 weeks ago
Bond Traders Bet on a 4.3% CPI Surge: What It Means for Markets After Korea's Circuit Breaker | June 8, 2026 – Morning Market Briefing
Andrew, Tom, and Thomas discuss Korea's stock market hitting a circuit breaker overnight with an 8.5% drop, bond traders positioning for a 4.3% CPI s…
4 months, 2 weeks ago