Podcast Episodes

Memory Momentum, Tech Trade Fade, and Lowe's' "Influencer" Era 1/22/26

Memory chips are in a super-cycle while the Mag 7 slows down. Will the AI race hit a wall or keep competitors cutthroat? Plus, Lowes's' new strategy …

2 months, 2 weeks ago

No Force for Greenland, The First Fed Fight, and the Housing Investor Ban 1/21/26

President Trump reiterates his pursuit for Greenland, but rules out using military force.  Justice Kavanaugh advocates for Fed independence as the ju…

2 months, 3 weeks ago

Slumping Stocks and Surging Yields, the Greenland Case, and Trump's Tariff Threats 1/20/26

Stocks tumble as trade war fears reignite, could that be a buying opportunity? Does America still have bargaining power when it comes to Greenland? P…

2 months, 3 weeks ago

Hesitation over Hassett, the Billionaire Tax Battle, and a Power Auction 1/16/26

President Donald Trump wants to keep National Economic Council Director Kevin Hassett in his current position, shaking up the race for the Federal Re…

2 months, 3 weeks ago

In Chips We Trust…Again, Crypto Regulation Roadblock, and Fed Independence & Inflation 1/15/26

Wells Fargo upgrades AI and memory chips. A key crypto bill loses industry support. Plus, why upending Fed independence could spur inflation.  

Hoste…

2 months, 3 weeks ago

No Rate Cuts This Year, The Crude Conundrum, and Housing Catalysts 1/14/26

JPMorgan’s Chief US Economist makes the case for the Fed to hold interest rates steady in 2026. With oil prices climbing amid Iran tensions, Citi cal…

2 months, 4 weeks ago

A Shadow Fed, A Cap Contrarian Call, and Chips & Caso 1/13/26

The Department of Justice’s probe into Fed Chair Powell could create a “shadow Fed” and backfire against the Trump administration’s goals of lower in…

2 months, 4 weeks ago

DOJ’s Powell Probe, Not Nvidia, and Credit Card Cap 1/12/26

Former Fed Governor Larry Lindsey says there are no heroes in the Justice Department’s investigation into Fed Chair Powell, while Brooking’s David We…

2 months, 4 weeks ago

New Housing Plan, Big Oil at the White, and Meta goes Nuclear 1/9/26

President Trump directs GSEs to buy $200B in mortgage bonds, will it help lower rates? Oil Executives meet at the White House to discuss what’s next …

3 months ago

A Buyback Ban, the Copper Crunch, and Where the Jobs Aren't 1/8/26

President Trump proposing new restrictions on corporate landlords and defense companies. S&P Global sees a copper shortage in the near-future. Plus, …

3 months ago