Podcast Episodes
Back to SearchThe Office-to-Apartment Transformation
With office vacancies stabilizing at record highs, developers are converting empty towers into residential units. We will discuss the economics of "a…
2 months, 3 weeks ago
The "Private Credit" Crack
As interest rates stay high, defaults are starting to appear in the opaque world of "Private Credit." We will discuss the risks hiding in non-traded …
2 months, 3 weeks ago
Copper: The "New Oil" Breakout
Copper prices just hit a 2-year high due to supply shortages and AI data center demand. We will analyze why "Dr. Copper" is signaling global growth d…
2 months, 3 weeks ago
Martin Luther King Jr. 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…
2 months, 3 weeks ago
The "Cyber" Supercycle: The New Utility
As geopolitical tensions rise, digital warfare has become the new front line. We will discuss why Cybersecurity stocks are becoming the "Utilities" o…
2 months, 4 weeks ago
The Iran Escalation: The "Strait" Jacket on the Economy
With tensions boiling over, we will analyze the nightmare scenario of a Strait of Hormuz closure—a move experts warn could instantly spike oil by $20…
2 months, 4 weeks ago
CPI Day: The "Sticky 3%" Problem
Tuesday’s inflation report is out. We will discuss why the "Last Mile" of the inflation fight is proving impossible for the Fed to win without breaki…
3 months ago
Emerging Markets: The 2026 Value Play?
With US stocks at record valuations, we will analyze the case for Emerging Markets (EM) as the contrarian "value play" of 2026, driven by a potential…
3 months ago
Housing: The "Lock-In" Thaw
With mortgage rates stabilizing near 6%, there are early signs that the "lock-in effect" is breaking, potentially bringing much-needed inventory to t…
3 months ago
The Yield Curve "Un-Inversion"
The 10-year Treasury yield is finally pushing comfortably above the 2-year yield; we will explain why this "normalization" is healthy but often prece…
3 months ago