Podcast Episodes
Back to SearchThe "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…
3 months, 2 weeks 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…
3 months, 2 weeks 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…
3 months, 3 weeks ago
Tax Season: The "Refund" Stimulus
As W-2s arrive, we will discuss how the 2026 tax filing season could act as a hidden stimulus for the economy—and the specific deductions you need to…
3 months, 3 weeks ago
The "Capex" War: Meta vs. Microsoft
Earnings week revealed a massive divergence: Meta stock popped while Microsoft dropped. We will explain why Wall Street loves Zuckerberg's efficiency…
3 months, 3 weeks ago
The Super Bowl Indicator
As the Patriots will face the Seahawks this Sunday, we will have a little fun with the famous "Super Bowl Indicator" and analyze the record-breaking …
3 months, 3 weeks ago
The "Insurance" Inflation Spike
New data shows health and property insurance premiums are skyrocketing by 26%. We will analyze this "shadow inflation" and how to adjust your budget …
3 months, 3 weeks ago
Japan's "Rate Shock": The Carry Trade Unwinds
While the US is looking to cut, the Bank of Japan is hiking rates for the first time in decades. We will discuss how a rising Yen could trigger a mas…
3 months, 4 weeks ago
The Fed's January Decision
The Federal Reserve concluded its two-day meeting today (Jan 28). We willanalyze the decision, the updated "Dot Plot," and whether Chair Powell is fi…
4 months ago
The "Zombie Company" Purge
Bankruptcies are ticking up among companies that can only survive on near-zero interest rates. We will discuss how to spot a "Zombie" on a balance sh…
4 months ago