Podcast Episodes
Back to SearchThe Global Rate Rally… And All The Headlines In The Weight-Loss Drug Space 3/19/26
Rates across the world are climbing as central banks raise inflation warnings. How yesterday’s Fed decision sets up a potential rate *hike* at the ba…
1 month, 2 weeks ago
Micron Reports, Fed Holds Rates… And The Private Credit Ripple Effects 3/18/26
Micron shares on the move after earnings, and we break down what the results and guidance mean for the AI memory trade with S&P Global’s Melissa Otto…
1 month, 2 weeks ago
Strong Memory Momentum… And The Next Move For Retail Stocks 3/17/26
Storage stocks rallying to record highs, as demand for AI memory continues to climb. How much farther the group has to run, and what Nvidia CEO Jense…
1 month, 2 weeks ago
Nvidia’s GTC Conference Underway… And When To Buy The Dip 3/16/26
All eyes on Nvidia, as the chip giant kicks off its GTC conference. The next-gen GPU’s investors are waiting to hear about, and what it means for the…
1 month, 2 weeks ago
Federal Judge Blocks Subpoena In Fed Reserve Probe… And Counting Down to Nvidia’s GTC 3/13/26
A fresh wave of semi catalysts lining up for next — from Nvidia’s GTC event to Micron earnings and an AWS–Cerebras tie-up. What Fast Money Friend Gen…
1 month, 3 weeks ago
Stocks Drop As Iran Conflict Lingers On… And Latest Punch To Private Credit 3/12/26
The Dow, S&P, and Nasdaq all dropping more than 1% as oil spikes. The latest developments out of the Middle East pushing crude back towards triple di…
1 month, 3 weeks ago
Oil Climbs As IEA Releases Barrels.. And RBC’s Lori Calvasina On Markets Next Move 3/11/26
Stocks ticking lower, as crude oil edge higher after the IEA announced it would release a record 400 million barrels of oil to address the Iran War s…
1 month, 3 weeks ago
Oracle Reports Results… And Stocks Swing Amid Iran War Developments 3/10/26
Shares of Oracle on the move after reporting results. The latest numbers from the quarter, and what the company is saying about its data center const…
1 month, 3 weeks ago
Stocks Reverse On Trump Comments And Oil’s Next Move After Spike Above $100/Barrel 3/9/26
Stocks stage a major reversal as President Trump weighs in on the Iran War timeline, and where a top oil analyst sees the energy sector heading next …
1 month, 3 weeks ago
Stocks Drop As Oil Surges, Jobs Shock…And Rising Gas Prices Impact On Your Wallet 3/6/26
Oil is ripping higher as the war in the Middle East disrupts fuel supplies — with WTI Crude posting its biggest weekly gain on record. We break down …
1 month, 4 weeks ago