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Pandas Return to Atlanta + Brightline Goes Bust: Why 8% Munis Were a Red Flag | September 25, 2026
Ben and Tom cover Xi gifting two pandas to Zoo Atlanta and Brightline's bankruptcy hitting the muni bond market, plus US-Iran talks on reopening Horm…
1 month ago
The Bond Market Bloodbath + Meta Glasses Become Hearing Aids | September 24, 2026
Tom and Thomas break down the bond market selloff that pushed the 30-year to its highest level since 2004, plus Meta Connect's hearing-aid glasses, p…
1 month ago
Is ChatGPT the MySpace of AI? Meta Muse Is Coming for the Friction Economy | September 23, 2026
Ben and Tom break down Meta Muse as a potential ChatGPT moment for AI agents and why the friction economy — bank fees, idle cash, unused credits, ins…
1 month ago
Sports ETFs Are Coming + Medicare Cuts Hit Quest and LabCorp | September 22, 2026
Ben and Tom break down the new sports performance ETFs launching in the NHL and MLB and why sportsbooks stand to benefit most, plus Medicare's PAMA c…
1 month ago
UN Week Preview: Greenland Deal Signing & Trump Enters Iran "Deciding Mode" | September 21, 2026
Ben and Tom preview UN General Assembly week including the Greenland security pact signing, Trump's Iran decision, and pre-summit optimism on the Tru…
1 month ago
BOJ Hikes to 1.25% + LNG Tankers Slip Through the Strait of Hormuz | September 18, 2026
Andrew, Ben, and Tom cover signs the Strait of Hormuz is opening back up as LNG tankers get through, plus the Bank of Japan's 1.25% rate hike, Nvidia…
1 month, 1 week ago
Warsh Delivers a Hawkish 25bps Hike + Lennar Signals a Housing Slowdown | September 17, 2026
Ben and Tom break down Kevin Warsh's hawkish 25bps hike in a unanimous 12-0 vote, Lennar's Q3 miss and housing warning, plus commentary from JB Hunt,…
1 month, 1 week ago
Zuck Defends Self-Policing on AI + Fed Preview: Hike, Hold, or Cut? | September 16, 2026
Andrew, Ben, and Tom cover Mark Zuckerberg's pushback against Anthropic on AI self-policing, today's Fed decision preview, OpenAI's potential $1.2T f…
1 month, 1 week ago
Jensen Huang Torches the AI Doomers: 'They've Been Wrong' | September 15, 2026
Andrew, Ben, and Tom cover Jensen Huang's All-in Podcast appearance blasting the AI doomers, Trump's surprise call-in defending AI, Obama's push for …
1 month, 1 week ago
Anthropic's CEO Dario Calls to Slow the AI Race as Elon, Altman, Zuck Back Him | September 14, 2026 – Morning Market Briefing
Ben and Tom break down Anthropic CEO Dario Amodei's call to slow the pace of AI development, the endorsements from Elon Musk, Sam Altman, and Mark Zu…
1 month, 1 week ago