Podcast Episodes
Back to SearchJapan's "Rate Shock": The Carry Trade Unwinds
While the US is looking to cut, the Bank of Japan is hiking rates for the first time in decades. We will discuss how a rising Yen could trigger a mas…
5 months, 2 weeks ago
The Fed's January Decision
The Federal Reserve concluded its two-day meeting today (Jan 28). We willanalyze the decision, the updated "Dot Plot," and whether Chair Powell is fi…
5 months, 2 weeks ago
The "Zombie Company" Purge
Bankruptcies are ticking up among companies that can only survive on near-zero interest rates. We will discuss how to spot a "Zombie" on a balance sh…
5 months, 2 weeks ago
The "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…
5 months, 2 weeks 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 …
5 months, 2 weeks 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…
5 months, 3 weeks 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…
5 months, 3 weeks 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 …
5 months, 3 weeks 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…
5 months, 3 weeks 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…
5 months, 3 weeks ago