Podcast Episodes
Back to SearchThe Half-Year Scoreboard
A look back at what actually worked in the first half of 2026 versus what the consensus predicted in January. Great for humility about forecasts and …
2 weeks ago
JPMorgan Says 7,800: Should You Believe Price Targets?
A major shop just lifted its S&P 500 target to 7,800 on a "Blue Sky" scenario, implying another leg higher from here. A teaching moment on how Wall S…
2 weeks, 1 day ago
What Are the Biggest Risks of the SpaceX IPO?
The SpaceX IPO may be one of the most exciting market events in years, but history shows that the most anticipated IPOs can also be the most dangerou…
2 weeks, 2 days ago
Should You Hedge Currency Risk? The Dollar, Yen, and Rupee in a Shifting Global Order
The dollar held steady after the Iran talks while the British pound dropped on political upheaval, the Japanese yen neared 40-year lows, and the Indi…
2 weeks, 5 days ago
Minimum Wage and Inflation: What Higher Labor Costs Really Mean for Your Portfolio
Raising the minimum wage has been a political winner for years, but it's now running into stiff resistance as inflation concerns take center stage. F…
2 weeks, 6 days ago
Fedspeak vs. Geopolitics: Which Force Actually Drives Markets More?
This past week delivered a rare natural experiment — major Fed communications and a historic Middle East ceasefire happened simultaneously, giving in…
3 weeks ago
AI's Spending Paradox: Hyperscalers Left Behind as the Trade Evolves
The AI trade has dramatically outpaced the hyperscalers who are supposedly its biggest beneficiaries, even as Big Tech's stock buybacks disappear und…
3 weeks, 1 day ago
Is This 2022 All Over Again? The Market Risk Checklist for 2026
This market looks like 2022 in three uncomfortable ways: investors are nervous about inflation, interest rates are still driving market behavior, and…
3 weeks, 2 days ago
Best of Caller Questions - Friday Juneteenth
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States…
3 weeks, 5 days ago
The Fox-Roku Deal: What Big Media M&A Tells Us About the Streaming Economy
Fox announced a $22 billion deal to acquire streaming device maker Roku this week, a blockbuster move that signals how traditional media companies ar…
3 weeks, 6 days ago