Podcast Episodes
Back to SearchShould 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 months, 1 week 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 months, 1 week 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…
2 months, 1 week 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…
2 months, 1 week 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…
2 months, 2 weeks 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…
2 months, 2 weeks 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…
2 months, 2 weeks ago
Bitcoin's Identity Crisis: Is It a Store of Value or a Speculative Toy?
Bitcoin's latest price plunge is forcing investors to revisit a fundamental question: why do they actually own it? As the debate over crypto's role i…
2 months, 2 weeks ago
Silver Is Now a Monetary Metal. The $12
Silver didn’t hit $121 because people suddenly wanted more silverware. It exploded because the market is starting to recognize silver for what it rea…
2 months, 2 weeks ago
AI Automation Stocks to Watch: Are Workers and Investors Ready for What's Coming?
From Honeywell's CEO declaring AI will 'redefine automation' amid mounting labor shortages, to global capitalism doubling down on an AI future that a…
2 months, 3 weeks ago