Podcast Episodes
Back to SearchTech, Software Sell Off… And The Impact On Private Credit 2/3/26
Tech leading today’s sell-off, with investors dumping software stocks as the AI revolution threatens the sectors growth model. The names getting hit,…
1 month ago
The Latest AI Investments From Tech Giants… And A Bull Case Still In Place
Oracle planning to raise up to $50 billion for its AI infrastructure build, as Nvidia’s deal with OpenAI seems to still be on the table. Why the move…
1 month ago
Trump Picks Kevin Warsh For Fed Chair… And Big Tech’s AI Spending 1/30/26
President Trump selecting former Fed Governor Kevin Warsh to succeed Jerome Powell as Fed Chair. The market, treasury, and dollar reaction, and what …
1 month ago
Apple Reports Results… And Crude Climbs Amid Middle East Tensions 1/29/26
Big tech earnings roll on with Apple reporting results. The numbers from their latest quarter, and what Fast Money friend Gene Munster thinks of the …
1 month ago
Mag 7 Reports Results… And The Latest Fed Rate Decision 1/28/26
Episode 3
Meta, Microsoft, and Tesla on the move as the tech giants kick off Mag 7 earnings. The numbers out of their quarters, and what Fast Money friend Gene…
1 month ago
GM Drives Higher… And Opportunities Overseas As The Dollar Falls 1/27/26
GM surging to a fresh record high as the automaker tops earnings expectations. The dividend and buyback announcements they’re making, and what CEO Ma…
1 month ago
Monster Move In Metals… and Big Tech’s AI Trade gets tested 1/26/26
Gold and silver hit fresh records as the dollar slides, and investor Peter Boockvar sizes up the Fed meeting with a massive earnings week on deck — i…
1 month ago
Mag7 Results On Deck… And The Non-U.S. Equity Trade 1/23/26
Big tech earnings on deck, with Meta, Microsoft, Tesla, and Apple headlining the Mag7 action next week. If the group can bounce back after a tepid st…
1 month, 1 week ago
Intel Reports Results… And Trump Sues JPMorgan And CEO Jamie Dimon 1/22/25
Intel on the move as the chipmaker reports quarterly results. The numbers from the quarter, and where top tech analyst Gene Munster sees the stock he…
1 month, 1 week ago
Stocks Rally As Trump Calls Off Europe Tariffs… And The Next Fed Chair 1/21/26
Stocks rallying late in the day after President Trump called off new tariffs on Europe, saying a deal framework has been reached over Greenland. The …
1 month, 1 week ago