Podcast Episodes
Back to Search
When Bombs Fall and Stocks Don’t
Episode 621
Monday's muted market reaction to the U.S. airstrikes on Iran's nuclear facilities reveals a deeper truth about modern capitalism: markets, unlike pe…
1 year, 4 months ago
The Two-Week Ticking Clock
Episode 620
As war between Israel and Iran escalates, global markets teeter on the edge of volatility while President Trump delays a pivotal decision on U.S. inv…
1 year, 4 months ago
A Rate Decision in a War Drumbeat
Episode 619
Tensions are rising as U.S. markets react to a volatile mix of geopolitics and monetary policy. With President Trump pivoting from ambiguity to a sta…
1 year, 4 months ago
Geopolitics Returns to Haunt the Fed
Episode 618
The Middle East is once again testing the nerves of global markets. As Israel and Iran trade blows, investors are parsing oil prices, rate expectatio…
1 year, 4 months ago
Markets Whisper While the Middle East Burns
Episode 617
Four days into the Israel-Iran conflict, global markets appear almost eerily tranquil. U.S. stock futures rose Monday, and oil prices - though volati…
1 year, 4 months ago
The Middle East is once again a powder keg
Episode 616
A spectacular Israeli raid targeting Iranian nuclear sites and leaders has reignited tensions in the Middle East. The immediate consequences include …
1 year, 4 months ago
Trump’s trade rhetoric rekindles market jitters
Episode 615
The market's reflexes are once again revealing the nervous system of global finance. U.S. equity futures stumbled Thursday morning after Donald Trump…
1 year, 5 months ago
CPI Relief Sparks Wall Street Optimism
Episode 614
The U.S. equity market is now responding with renewed optimism following the release of May's CPI data, which showed inflation trending below expecta…
1 year, 5 months ago
The Thin Edge of the Trade Knife
Episode 612
As Wall Street flirts once again with record highs, the global economy holds its breath - not over inflation or job numbers, but over a pair of negot…
1 year, 5 months ago
Wall Street's Balancing Act
Episode 611
Wall Street is once again threading the needle between hope and hard data. With one eye on the Federal Reserve’s every utterance and the other distra…
1 year, 5 months ago