Podcast Episodes
Back to SearchAI's Next Chapter: Is the Nasdaq 30,000 Rally Sustainable or Dangerous Hype?
Analyst Dan Ives is calling for Nasdaq 30,000 as the AI rally expands beyond the original handful of winners. We dig into whether the broadening AI t…
2 weeks ago
US Dollar Outlook 2026: Strength, Weakness, and What's Driving It
The US dollar is caught between safe haven demand from Iran war fears and selling pressure when peace hopes rise, creating a volatile currency enviro…
2 weeks, 1 day ago
Is Goldman Sachs Right About the Fed Rate Cut Forecast?
Major Wall Street banks are now pushing back their expectations for Federal Reserve rate cuts as inflation risks and jobs data complicate the picture…
2 weeks, 2 days ago
Gold Price Forecast 2026: Safe Haven or Victim of Rate Uncertainty?
Gold prices are whipsawing as war uncertainty collides with shifting expectations on Federal Reserve rate cuts. We examine whether gold is still the …
2 weeks, 3 days ago
The Market Is Hot, But This Is Where Investors Get Hurt
Stocks are pushing highs, but inflation, oil, rates, and housing are all flashing “stay disciplined. The market is acting confident… but the data is …
2 weeks, 4 days ago
The Arms Race for AI Capital: How Anthropic, Goldman, and Private Equity Are Reshaping Investing
Anthropic just teamed up with Goldman Sachs and Blackstone to launch a $1.5 billion AI venture targeting private equity-owned companies—signaling tha…
3 weeks ago
China Iran Oil Sanctions and the Escalating US-China Economic Cold War
China invoked its anti-sanctions law this week to block US blacklisting of its oil refiners, marking a significant escalation in the economic conflic…
3 weeks, 1 day ago
Is a Recession Coming in 2026? How Markets Sleepwalk into Economic Downturns
Analysts are warning that markets are exhibiting 'misplaced euphoria' even as geopolitical tensions in the Middle East threaten an oil-driven economi…
3 weeks, 2 days ago
How to Invest During Stagflation: What Rising Manufacturing Costs Mean for Your Portfolio
US manufacturing input costs hit their highest level in four years in April, even as the sector broadly held steady—a classic precursor to stagflatio…
3 weeks, 3 days ago
The Aluminum Crisis of 2026: Why Aluminum Prices are Skyrocketing
Global aluminum supply is tightening fast, and investors are starting to notice. The real question is whether this is just a short-term commodity spi…
3 weeks, 4 days ago