Podcast Episodes
Back to SearchWar's $25 Billion Tab: How the Iran Conflict Is Hitting Corporate Earnings
Global companies are already sitting on a $25 billion bill from the Iran war, and the meter keeps running as supply chains, energy costs, and shippin…
1 month, 3 weeks ago
Is 5% the New Normal for Long-Term Interest Rates? What the Bond Repricing Means for Investors
Bond traders are making ominous bets that long-term rates could stay much higher than anyone expected just a year ago, with the 30-year Treasury alre…
1 month, 3 weeks ago
Market Volatility Isn’t the Problem — Emotional Investing Is
Volatility has investors nervous again… but historically, emotional reactions during turbulent markets have often led to the worst investing decision…
1 month, 3 weeks ago
AI'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 months 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 months 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 months 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 months 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 months 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…
2 months, 1 week 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…
2 months, 1 week ago