Podcast Episodes
Back to SearchTrade Wars & Wine: The New Global Tariff Map
A new report reveals how recent trade policy shifts are drastically redrawing the global competitive map. We will analyze the "winners and losers" in…
1 month, 3 weeks ago
The "Core and Explore" Portfolio Strategy
We will break down the foundational concept of asset allocation and why deciding how to divide your capital across different asset classes is statist…
1 month, 3 weeks ago
Semiconductors: The "Custom Chip" War
It’s not just Nvidia anymore. We will discuss the earnings from companies like ARM and Broadcom, analyzing the shift toward "Custom Silicon" designed…
1 month, 4 weeks ago
Presidents' 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…
1 month, 4 weeks ago
Housing: The "Spring Season" Starts Now
Historically, the real estate "Spring Buying Season" starts the weekend after the Super Bowl. So, we will be looking at early inventory data to see i…
2 months ago
The "Lunar New Year" Liquidity Pump
Next week kicks off the "Year of the Horse" in China. So, we will discuss the massive pre-holiday cash injection coming from China's central bank… …
2 months ago
The "Valentine's" Financial Audit
Love is in the air, but what about the bank account? We will discuss the concept of "Financial Infidelity" and the tax benefits of filing "Married J…
2 months ago
The "Super Bowl" Consumer Hangover
A record number of viewers tuned in, but did they spend? We will analyze the "Dorito Index" and what the Super Bowl ad lineup—dominated by Tech and P…
2 months ago
The "Midterm" Year Pattern
2026 is a Midterm Election year. We will look at the historical "Year 2" presidential cycle and examine why volatility often spikes in Q2 before a ma…
2 months ago
The "Grid" Bottleneck: AI vs. Utilities
Tech earnings calls have highlighted a new risk: There isn't enough electricity to power the new data centers. We will analyze the "Utility Supercycl…
2 months, 1 week ago