Podcast Episodes
Back to SearchOut with the New, In with the Old and Crypto Keeps Sliding 2/5/26
Tech's pain is consumer staples' gain, as the mag 7, chips, and software all take hits, while the likes of Coca-Cola and Hershey's hit highs. But, af…
2 months ago
Software Slump, Alphabet on Deck, and Crypto Cracks 2/4/26
The software sell-off continues, but the CEOs of LegalZoom and Box both say AI agents will make those platforms more valuable in the long run. Futuru…
2 months ago
Musk's Mega Merger, Disney's New CEO, and Walmart's New Milestone 2/3/26
Elon Musk's SpaceX-xAI merger could be the biggest in history, but where does that leave Tesla? Disney names Josh D'Amaro as CEO Bob Iger's successor…
2 months, 1 week ago
The AI Daisy Chain, Memory is the New Metals, and a Short Shutdown? 2/2/26
Oracle plans to raise $50 billion to shore up its AI spending, while Nvidia stalls its $100 billion investment into OpenAI. Mizuho says speculative m…
2 months, 1 week ago
Warsh Wins, Wall Street's Wary, and Sen. Warren's Warning 1/30/26
President Donald Trump selects Kevin Warsh as the next Fed chair, leaving investors to wonder which Warsh will show up: the hawk or the dove? Plus, S…
2 months, 1 week ago
Meta's Major Momentum, Tesla's Major Pivot, and Microsoft's Major Problem 1/29/26
Meta shares are surging, but will its big capex spending plans pay off? Tesla trades its Model X and S vehicles for humanoid robots. Plus, can Micros…
2 months, 1 week ago
Dollar Destruction, Another Powell Pause, and Tech on Deck1/28/26
Episode 12
Why there could be more pain ahead for the dollar. Economist Claudia Sahm says the Fed is in wait-and-see mode as both downside employment risk and i…
2 months, 1 week ago
The Health of Health Insurers, 'Dumb Money' Durability, and Altman's Tech Job Warning 1/27/26
Health insurers face pressure after a new Medicare proposal. How meme traders have changed investing, five years after the GameStop mania. Plus, is O…
2 months, 2 weeks ago
Metals on the Move, Tech on Deck and Another Government Shutdown? 1/26/26
Gold and silver hit record highs, yet again, as the dollar hits a four-month low. The Mag 7 name Clockwise Capital says is the best-positioned to piv…
2 months, 2 weeks ago
OpenAI's Make or Break Year, Intel Interrupted, and Blizzard Bracing 1/23/26
Will OpenAI be able to cover its cashburn or will it continue to fall behind Google's Gemini? Intel's momentum hits a wall after weak guidance sends …
2 months, 2 weeks ago