Podcast Episodes
Back to SearchIs the Tech Slump Here to Stay?… And Opportunities Outside of Software 6/26/26
A rough week for Big Tech as investors shy away from AI and memory stocks. Deepwater Asset Management’s Gene Munster lays out why the AI trade may no…
4 weeks ago
Micron and Memory Vs. Everyone Else… And What’s Sparking a Bitcoin Sell-off? 6/25/26
Micron surging on the back of its earnings report but leaving hardware stocks worse for wear. The impact on device makers like Apple, Microsoft, and …
4 weeks, 1 day ago
Micron Earnings Results… And Are Fed Rate-Hikes on the Horizon? 6/24/26
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1 month ago
Memory Losses Hit Tech… And Will Oil Prices Drop Even Further? 6/23/26
Tech stocks plummeting even further today as investors seemingly dip out of the AI trade. RBC’s Lori Calvasina breaks down what the losses mean for t…
1 month ago
AI and Software Stocks Struggle… And the Best Buys in Biotech 6/22/26
An AI and Software slump kicking off the week in a tech sell-off with Google, Amazon and Microsoft all ending the day in the red. The traders break d…
1 month ago
Full Circle Moment for Markets … And Looking Ahead to the Biotech IPO Boom 6/18/26
A full circle moment for markets as crude oil stoops to its lowest levels since the start of the Iran war and average gas prices drop less than $4 a …
1 month ago
An Overhaul of Fed Operations… And Terry Duffy Steps Down as CME Group CEO 6/17/26
U.S. treasury's surge while stocks drop as Chairman Kevin Warsh leads his long-anticipated first Fed meeting. What we learned from his press conferen…
1 month ago
SpaceX Impact On The Rest Of Techy… And Will the Crypto Winter Thaw? 6/16/26
SpaceX continues to make history, shooting up 55% since its debut and overtaking Microsoft as the 4th largest U.S. company by market cap… but at what…
1 month, 1 week ago
Proposed Iran Peace Deal Sparks Market Rally… And the Future of Perpetual Futures 6/15/26
A pending peace deal with Iran sparks optimism as oil prices fall and the Dow hits an all-time high. The traders discuss what investors can expect fr…
1 month, 1 week ago
SpaceX IPO Soars in Trading Debut… And Looking Ahead to Warsh’s First Fed Meeting 6/12/26
SpaceX’s public debut on the Nasdaq makes history, reaching over $2 trillion in market cap and minting Elon Musk as the world’s first trillionaire. W…
1 month, 1 week ago