Podcast Episodes
Back to SearchThe "Forever Renter" Economy
Despite stabilizing, home ownership rates for younger demographics have hit new lows. We will analyze the rise of "Build-to-Rent" communities and the…
4 months ago
The "Silver" Industrial Boom
Gold is getting the headline attention, but silver is quietly surging due to industrial demand from solar panels and electronics. We will break down …
4 months ago
Big Tech Earnings: The "Profitability" Test
As the major tech conglomerates report earnings next week, the market will be looking past revenue growth to focus on margins. We will discuss whethe…
4 months ago
The Office-to-Apartment Transformation
With office vacancies stabilizing at record highs, developers are converting empty towers into residential units. We will discuss the economics of "a…
4 months, 1 week ago
The "Private Credit" Crack
As interest rates stay high, defaults are starting to appear in the opaque world of "Private Credit." We will discuss the risks hiding in non-traded …
4 months, 1 week ago
Copper: The "New Oil" Breakout
Copper prices just hit a 2-year high due to supply shortages and AI data center demand. We will analyze why "Dr. Copper" is signaling global growth d…
4 months, 1 week ago
Martin Luther King Jr. Day - Best of Caller Questions
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States…
4 months, 1 week ago
The "Cyber" Supercycle: The New Utility
As geopolitical tensions rise, digital warfare has become the new front line. We will discuss why Cybersecurity stocks are becoming the "Utilities" o…
4 months, 1 week ago
The Iran Escalation: The "Strait" Jacket on the Economy
With tensions boiling over, we will analyze the nightmare scenario of a Strait of Hormuz closure—a move experts warn could instantly spike oil by $20…
4 months, 2 weeks ago
CPI Day: The "Sticky 3%" Problem
Tuesday’s inflation report is out. We will discuss why the "Last Mile" of the inflation fight is proving impossible for the Fed to win without breaki…
4 months, 2 weeks ago