Podcast Episodes
Back to SearchStocks Drop On Rate Concerns… And Disney Gears Up For Battle 11/13/25
Markets selling off as concerns over the interest rate outlook take center stage. The missing data and housing market stats pushing stocks lower, and…
8 months, 1 week ago
Oracle Drops Back Down To Earth… And State Of the Consumer Ahead Of Holidays 11/12/25
Shares of Oracle lower again today, as the post-earnings pop continues to fade for the semi giant. The impact it’s having on the rest of the megacap …
8 months, 1 week ago
Biotech Breaks Out… And AI Impact On The Real Estate Industry 11/11/25
Biotech sees a breakout, as the group keeps up with the Mag7 stocks this year. The names leading that charge, and the prognosis for the group heading…
8 months, 1 week ago
Coreweave Reports Results… And A Would Your Rather Retail Edition 11/10/25
Tech stocks seeing a rebound with an end to the government shutdown in sight. How Coreweave’s latest results are moving that name, and the action in …
8 months, 1 week ago
Stocks Bounce On DC Movement On Shutdown… And Bargain Hunting In Weakness 11/7/25
Stocks bouncing off their lows of the session as Democrats offer to end the government shutdown in exchange for an extension of the health care tax c…
8 months, 2 weeks ago
Stocks Drop As AI Trade Loses Steam… And A Cash Strapped Consumer 11/6/25
Stocks selling off as AI valuations spook investors, with Big tech leading the losses. Why one of our traders is flagging hyperscaler debt, and how i…
8 months, 2 weeks ago
Different Reads On The Consumer… And Pharma’s Obesity Drug Price Negotiations 11/5/25
Earnings are filtering in, and companies are seeing a tale of two very different consumers. The group raising concerns about their customer base, and…
8 months, 2 weeks ago
Valuation Concerns Rise… And A Technical Take On Stock Gaps 11/4/25
Skyhigh valuations finally weighing on stocks as investors roll out of the risk-on trade. The details behind the drop in Palantir, the crypto trade, …
8 months, 2 weeks ago
Risk-On & Risk-Off Trades Get Hit… And Insmed CEO On Stock Surge 11/3/25
Both the risk-on crypto space and the risk-off defensive staples sector getting hit today. What the dual downer means for the market, and how the Fas…
8 months, 2 weeks ago
Markets Wrap Up Strong October… And Netflix Eyes Warner Bros. Assets 10/31/25
Stocks wrapping up a not-so-spooky October, with the major indices all notching solid gains. The names helping boost the Nasdaq, and why boosted AI c…
8 months, 3 weeks ago