Podcast Episodes

Overnight Oil Spike, Jet Fuel Soars, and Momentum in Tech 3/9/26

Oil prices hit their highest peak since June 2022 before falling back below $100/barrel. Airline stocks take a dip as jet fuel costs surge amid the I…

1 month ago

Oil Rally Strengthens, Labor Market Weakens, and Oracle's Opportunity 3/6/26

Crude oil breaks above $90 a barrel for the first time since 2023. The economy lost 92,000 jobs, but rising oil prices leaves the Fed's next moves up…

1 month ago

China's Big Growth Concerns, Labor's Big Divergence, and Software's Big Bounce 3/5/26

China sets its lowest economic growth target since the 1991, but AIE's Derek Scissors says it's actually on the "high end of reality." The hiring bif…

1 month ago

Mag 7 Magnificent Again?, Software's AI Agent Takeover and South Korean Stocks Slip 3/4/26

The Mag 7 underperforming recently, but Rosenblatt Securities sees better days ahead. Box CEO Aaron Levie says AI agents will be the biggest users of…

1 month ago

Iran Conflict Continues, Energy Erupts, and a Market Sell-Off 3/3/26

President Trump says Israel did not force his hand to enter the Iran conflict, now in its fourth day. Oil and natural gas prices surge as the Strait …

1 month, 1 week ago

The Iran Conflict, Energy Spikes, and One-on-One with Jamie Dimon 3/2/26

The Iran conflict enters its third day, and President Trump leaves the door open for American boots on the ground. Natural gas prices soar after the …

1 month, 1 week ago

Private Credit Concerns, OpenAI's Record Round, and Paramount Wins Warner Bros. 2/27/26

Problems are piling up on private equity and credit lenders, and it's spreading to the banks. OpenAI closed a $110 billion fundraising round, rocketi…

1 month, 2 weeks ago

The Exchange 2/26/26

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Hosted by Simplecast, an AdsWizz company. See pcm.ads…

1 month, 2 weeks ago

Nvidia After the Bell, Crypto Relief, and the State of The Union 2/25/26

Wedbush calls Nvidia the leader in the AI revolution ahead of earnings. Circle surges on strong results, but Mizuho says it's facing two major headwi…

1 month, 2 weeks ago

Meta & AMD Team Up, Bearish on Banks, and FedEx's Tariff Suit 2/24/26

Meta striking a massive deal with AMD, but should Meta be in the chips business? Financials post their worst day since last April, and one technician…

1 month, 2 weeks ago